Announced

Lido Advisors to acquire Enterprise Trust & Investment Company.

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.

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Sort

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy

All rights reserved. Copyright © 2025 Datasite