ESOP Trustee Services

Learn More

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

Aegis-Website2018-05

Read the ESOP Blog

Choosing the Right ESOP Trustee
two women discussing corporate succession planning, securing business continuity

The Role of ESOP Trustees in Corporate Succession Planning: Securing Business Continuity

Major Tax Benefits of ESOPs

The Importance of ESOP Trustees in Building Wealth and Ownership

Why Succession Planning is Important

The Future of ESOP Transactions: The Impact of Digital Transformation

HOW LONG DOES IT TAKE TO SET UP AN ESOP?

The Impact of ESOP Transactions on Corporate Social Responsibility

The Qualifications and Requirements of an Effective ESOP Trustee

The Fundamentals of ESOP Valuation: Understanding the Process and Methodologies

Looking for ESOP Trustee Services?

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

Contact Us