ESOP Trustee Services

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Specializing in trustee services to privately-held companies that sponsor Employee Stock Ownership Plans (ESOPs).

Pride in Our Process and Pride in Our People

Aegis Fiduciary Services, LLC was formed exclusively to serve the interests of ESOP participants. We pride ourselves on our strict and thorough internal processes that exceed the Department of Labor guidelines.

We believe we best serve the diversity of our clients when we value and respect the diverse experiences and perspectives of our team members. We are committed to equality and hire and promote those of all backgrounds to protect our clients’ interests.

Transaction Trustee

Making fiduciary decisions to acquire the stock of the company from its owners.

Ongoing Trustee

Performing ongoing work on behalf of the ESOP.

Consultation

Helping plan sponsors comply with ERISA's strict rules.

+
Years Combined Experience
+
Completed Transactions
$B+
Total Assets Under Our Administration

We Can Serve Clients in All

50 States

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Read the ESOP Blog

The Intersection of ESOP Transactions and Corporate Finance

How Do Employee Stock Ownership Plans (ESOPs) Impact Corporate Governance?

Who can be an ESOP Trustee?

What Happens to an ESOP When a Company is Sold?

What are the Benefits of an ESOP for an Owner?

5 Factors to Consider Before ESOP Implementation

5 Reasons Your Business Does or Doesn’t Need An ESOP

Can an ESOP Company be Sold?

Duties and Responsibilities of ESOP Trustees

ESOPs as a Business Exit Strategy

Looking for ESOP Trustee Services?

Fill out our online contact form to see if we are the right fit for your company.

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