Acquiring Company
Lido Advisors
Acquired Company
Enterprise Trust & Investment Company
Description
Lido Advisors LLC (Lido), a leading wealth management firm for high net worth individuals, announced today that it has closed the previously announced acquisition of Enterprise Trust & Investment Company (ETIC). ETIC is a leading California-based trust company providing private trustee services and investment management to high net worth individuals and families, local foundations, and endowments. ETIC’s combination of trust expertise and personalized asset management will help Lido expand its comprehensive wealth planning process, which is designed to maximize clients’ wealth by enabling personal trust services for all clients.
Quick answer
Lido Advisors is acquiring Enterprise Trust & Investment Company, announced August 16, 2022.
- How much did Lido Advisors pay for Enterprise Trust & Investment Company?
- The deal value was not disclosed.
- What does Lido Advisors do?
- Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over $11 billion in assets under management and 27 offices across the United States.
Source: Fundz verified event record.
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Who to call at Lido Advisors, and when
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Frequently asked
Who acquired Enterprise Trust & Investment Company?
Enterprise Trust & Investment Company was acquired by Lido Advisors. The deal was reported on August 16, 2022. Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over $11 billion in assets under management and 27 offices across the United States. Lido Advisors is privately held and operates in Professional Services.
When did Lido Advisors acquire Enterprise Trust & Investment Company?
Lido Advisors's acquisition of Enterprise Trust & Investment Company was reported on August 16, 2022. Lido Advisors LLC (Lido), a leading wealth management firm for high net worth individuals, announced today that it has closed the previously announced acquisition of Enterprise Trust & Investment Company (ETIC). Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Enterprise Trust & Investment Company do?
Enterprise Trust & Investment Company is a California-chartered trust company headquartered in Los Gatos, California, with approximately $800 million in assets under management. It is privately held, operating in Financial Services.
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