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.
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.
Aegis sets the benchmark for excellence.
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.
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.
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.
We cover all areas of ESOP trustee services.
At Aegis, our team has ESOP legal, financial, administration, and valuation expertise.
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.
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.
Our foundational beliefs shape our approach and drive our commitment to excellence. We prioritize collaboration, respect, and transparency in all of our interactions.
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.
We invite you to explore our services and learn more about how we help you.
We look forward to discussing your goals.
Achieve peace of mind and financial security with our guidance.