Who We Are
We take an active, engaged approach to managing client trusts, settling estates and supporting families from generation to generation.
Enterprise Trust is Founded
California’s chartered trust company.
Expertise
A deep bench of in-house and affiliated experts to manage client trusts.
Administration
Robust processes to maintain records, oversee compliance, and communicate clearly.
Continuity
Structured to provide consistency and continuity without sacrificing personal attention.
Confidentiality
Access to sensitive information is restricted to authorized family members and appointed professionals.
Impartiality
Fiduciary-driven decisions made in the best interest of the trust.
“Enterprise Trust was founded on a singular guiding principle: unwavering duty to our clients. We demonstrate this commitment through exceptional service quality while maintaining the highest standards of fiduciary excellence.” – Marc Rebboah, CEO & Founder
Our History
Enterprise Trust provides a dedication to excellence, deep expertise, and a robust infrastructure.
Enterprise Trust + Lido Advisors
Enterprise was acquired by Lido Advisors, LLC, a registered Investment Advisor, headquartered in Los Angeles, CA, in August of 2022. A proud member of the Lido family, Enterprise Trust boasts an open architecture focusing on comprehensive fiduciary services.
In 2024, ETC was granted a Nevada charter and launched its Reno, NV office. Since then, ETC continues to expand its client service to strategic markets throughout the United States.