A Leading Provider of Corporate and ESOP Trustee Services

We serve as ESOP trustee, responsible for representing the interests of employees in companies that sponsor Employee Stock Ownership Plans (ESOPs). As a non-depository trust company, we serve as corporate trustee for individual trusts.

Dependability and Innovation: Aegis creates positive change.

Why Choose Aegis?

Our dedicated team of experienced ESOP professionals ensure that the fiduciary decisions we make are in the best interests of plan participants.    

Our commitment to excellence and personalized guidance empowers individuals to manage, protect and grow their wealth.  We are your dedicated partner is achieving financial stability.

our services

Deep Expertise, Trusted Support

Aegis sets the benchmark for excellence.

ESOP Trustee Services

In initial ESOP purchase transactions, we negotiate all terms on behalf of ESOP participants.

As an ongoing ESOP trustee, among other things we monitor the activities of the company’s board of directors to protect the value of the ESOP’s ownership stake in the company.

Corporate Trustee Services

We offer personalized trust administration for individual trusts.

As a directed trustee, we partner with other professionals to perform all trustee functions in connection with individual trusts.

ESOP Consulting

We can consult on your situation, answering questions and providing guidance on the next steps and potential areas of risk.

Exit Strategy Consulting

When we provide consulting on exit opportunities for business owners, we determine all the reasonable options and help the owners and/or leadership team weight every pro and con.

Our benefits

Choose Confidence. Choose Expertise. Choose Aegis.

At Aegis Trust Company, we empower businesses and individuals through personalized service. Our team is passionate about facilitating success and security, providing comprehensive support that is tailored to your needs. Trust Aegis as your strategic partner for a promising financial future.

Holistic ESOP Expertise 

We cover all areas of ESOP trustee services.
At Aegis, our team has ESOP legal, financial, administration, and valuation expertise.

Client-Centric Success Commitment

As a corporate trustee, we prioritize your success, offering personalized services focusing on your individual goals. Our boutique approach ensures your journey with us is aligned with your aspirations.

Exemplary Regulatory Compliance

We possess a deep understanding of complex regulatory requirements, offering you peace of mind with our adherence to the highest standards and the latest industry protocols.

Guided by Our Core Beliefs

Our foundational beliefs shape our approach and drive our commitment to excellence. We prioritize collaboration, respect, and transparency in all of our interactions.

Our Experience

With Aegis, you are in capable and caring hands. In Greek mythology, Zeus carried a protective shield known as the "Aegis" - symbolizing protection and wisdom.

100+
Combined Years of experience
500+
Combined Completed
Transactions
$3.1B
Total Assets Under
Our Administration
21
States with
Ongoing Clients
24
Team Members

Your Path to Success.

  • 1

    Discover Opportunities

    We invite you to explore our services and learn more about how we help you.

  • 2

    Schedule a Free Consultation

    We look forward to discussing your goals.

  • 3

    Let’s Begin Your Journey

    Achieve peace of mind and financial security with our guidance.