ESOP Blog & Corporate Trustee Insights
Dive into our blogs to explore the benefits of Employee Stock Ownership Plans (ESOPs) and Corporate Trustee services, and discover how they can protect and empower all stakeholders.
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The ESOP Transaction Process: 6 Steps Business Owners Should Know
Learn the 6 steps of the ESOP transaction process and how Aegis Trust helps business owners navigate an ESOP transaction from start to finish.
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September 23, 2026
ESOP Transaction
Selling Your Business to an ESOP vs. Venture Capital: What’s the Difference?
Compare selling a business to an ESOP vs. venture capital with insights on ownership, control, funding and the transition process.
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September 9, 2026
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What is a Leveraged ESOP & How Does it Work?
A leveraged ESOP is the most common type of ESOP. Aegis Trust Company explains how a leveraged ESOP transaction works along with the pros and cons.
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August 26, 2026
ESOP Transaction
Building a Personal Investment Strategy After an ESOP or Business Transition
Build a personal investment strategy after an ESOP or business transition with guidance from Aegis Trust.
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August 12, 2026
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How Do I Choose the Right Wealth Management Firm?
Aegis Trust explains how to choose the right wealth management firm, including what to look for in advisors, services, and fees.
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July 14, 2026
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How Can I Reduce Taxes on Investment Income and Capital Gains?
Learn strategies to reduce taxes on investment income and capital gains with guidance from Aegis Trust.
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June 18, 2026
ESOP FAQs
Protecting Your ESOP: Insights from Robert Lesser President and Chief Executive Officer of Aegis Trust Company
Discover key insights on protecting your ESOP as Robert Lesser of Aegis Trust Company shares expert guidance.
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May 8, 2026
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Internally Trusteed vs. Externally Trusteed ESOPs: Pros and Cons
Compare internally vs externally trusteed ESOPs—pros, cons, and key considerations from Aegis Trust experts.
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April 14, 2026
ESOP FAQs
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Estate Planning: Minimizing Estate Taxes with Dynasty Trusts
Learn how Aegis Trust helps minimize estate taxes using dynasty trusts to protect your wealth for future generations.
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March 10, 2026
ESOP Trustees
How Corporate Trustees Simplify Trust Administration
See how Aegis Trust Company simplifies trust administration through corporate trustee services and fiduciary oversight.
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February 10, 2026
ESOP Trustees
Aegis Trust Commercial Spotlight: Trusted ESOP and Personal Trust Solutions
Watch Aegis Trust’s commercial highlighting trusted ESOP and personal trust services for employees and individual clients.
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January 13, 2026
ESOP FAQs
Protect Your Legacy with a New Hampshire Domestic Asset Protection Trust
Safeguard your assets with a New Hampshire Domestic Asset Protection Trust, professionally administered by Aegis Trust.
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December 9, 2025
Succession Planning
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