Put Your Trust in Enterprise Wealth Management

You've worked a lifetime to grow your assets. Now protect them and provide for the future with Enterprise Wealth Management trust services. Our trust and fiduciary services are an important part of your estate plan and are tailored to meet your unique needs and to help you and your family achieve your wealth management and wealth transfer goals.

Our role is simple: to carry out your wishes. You tell us exactly what you want us to do with your money and our professionals will conscientiously administer your trust according to your intentions. Working with you and your advisors, Enterprise Wealth Management can design and implement a trust or other fiduciary solution to help you meet your goals in preserving and passing on your wealth. We can act as sole trustee, co-trustee or successor trustee - it's up to you. Our trust services include, but are not limited to:

  • Accounting and reporting
  • Investment management
  • Securities custody
  • Tax-related responsibilities
  • Duties to beneficiaries
  • Estate settlement

How do you know if a trust is right for you? How do they work? Check out our FAQs to better understand why and how to set up a trust.

Why Enterprise Wealth Management?

You need a team with solid experience in administering trust accounts who can navigate the complex issues and laws that govern the wide array of trust solutions. Serving as trustee, we provide a comprehensive range of trust and discretionary investment advisory services tailored to your unique needs and circumstances. We work with you to develop investment guidelines aligned with goals and objectives of each trust and the needs of current and future beneficiaries.

Some of the different types of trusts we manage are:

  • Living trusts
  • Testamentary trusts
  • Family trusts
  • Marital trusts
  • Irrevocable and revocable trusts
  • Generation-skipping trusts
  • Charitable remainder trusts

We can design and implement a trust or other fiduciary solution to meet your unique requirements.