Enterprise Bank & Trust

Fiduciary Services

Unlike many financial advisors, we have in-house fiduciary professionals who can advise on and administer complex estate and trust arrangements. 

Enterprise Bank & Trust provides a full array of corporate trustee services. Whether we serve as sole fiduciary or as a co-trustee with a family member or trusted friend, we have the knowledge to ensure that your assets are administered as you intend and in compliance with the complex laws and rules that can apply to estates and trusts. In additions, a corporate trustee like Enterprise Trust is often best suited to deal dispassionately and objectively with difficult family situations.

Our fiduciary services include:

  • Personal trust administration
  • Specialized administration
  • Estate administration
  • Conservatorship appointments
  • Escrow and custody services
  • All types of charitable trust arrangements
  • Foundation and endowment management and consultation

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

  • Not insured by the FDIC;
  • Not deposits or other obligations of Enterprise Bank & Trust and are not guaranteed by Enterprise Bank & Trust or any of it’s affiliates; and,
  • Subject to investment risks, including possible loss of the principal invested.