Announced
Synopsis
Lido Advisors, a nationally recognized wealth advisory firm, agreed to acquire Enterprise Trust & Investment Company, a California-based trust company providing private trustee services and investment management. Financial terms were not disclosed. “Given our family office approach to wealth management, Lido is constantly innovating to enhance our clients’ lives and legacies through high caliber wealth planning and investment solutions. Our partnership with ETIC further solidifies that commitment by enabling personal trust services for all of our clients. We are incredibly impressed by ETIC and their management team, and the potential value they can bring to our platform and clients is truly exciting," Jason Ozur, Lido Advisors CEO.
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