Trust and Estate Administration

Our team of professionals makes sure that your legacy is objectively managed as you intended. This service frequently includes very complex estate tax and fiduciary income tax matters. We have the expertise to help you navigate through the maze of tax laws and estate planning.

Wealth Creation Planning

Enterprise Bank & Trust creates detailed financial plans for clients using sophisticated financial strategies. We focus on providing integrated solutions to the wealth accumulation and risk management needs of individuals, businesses and their owners.

Our recommendations are based on our expertise and the thorough knowledge of our client’s current circumstances and future goals. In the process of discovering our clients’ specific needs and implementing appropriate actions we complete the following steps:

• Acquire all relevant facts and details, including financial objectives and documents.
• Prepare a preliminary plan that evaluates the current situation, identifies problems and concerns, and summarizes the benefits of recommended solutions.
• Assemble a team of financial and legal specialists – all expertly qualified to design the most effective strategy to meet your specific needs and goals.
• Consult with the your advisors and specialists concerning the refinement of values and to secure additional input and documents.
• Custom design solutions that use the most appropriate tax saving, investment or funding vehicles.
• Follow up to ensure plan has met or exceeded the design objectives.

NOTE: Investment products offered through Enterprise Bank & Trust are:

• NOT FDIC insured
• NOT guaranteed by Enterprise Bank & Trust or any of its affiliates
• Subject to investment risk and may lose value