Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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.
by
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.
by
August 12, 2026
No items found.
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.
by
July 14, 2026
No items found.
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.
by
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.
by
May 8, 2026
No items found.
Internally Trusteed vs. Externally Trusteed ESOPs: Pros and Cons
Compare internally vs externally trusteed ESOPs—pros, cons, and key considerations from Aegis Trust experts.
by
April 14, 2026
ESOP FAQs
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.
by
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.
by
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.
by
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.
by
December 9, 2025
Succession Planning
How to Talk to Your Employees About Becoming ESOP Owners
Learn how to discuss ESOP ownership with your team effectively. Tips from Aegis Trust Company for smooth employee transitions.
by
November 11, 2025
ESOP FAQs
Why More Families Are Choosing Directed Trusts
Discover why directed trusts are gaining popularity among families seeking more control, flexibility, and expert support from Aegis Trust.
by
October 14, 2025
Succession Planning

Tomorrow starts here. Choose Aegis

Aegis provides trusted solutions that build a thriving future and a lasting legacy for your organization.