Wealth Planning Services

Aegis Trust Company provides comprehensive wealth planning services designed to help individuals and families preserve, protect, and transfer wealth across generations.

Seek a trusted wealth planning partner in Aegis.

We work with professional advisors to implement strategies that align with long-term financial goals, family values, or serve as an investment advisor to clients’ evolving circumstances.

Aegis also supports business owners, executives, and employee-owned companies in navigating complex planning needs before, during, and after significant liquidity events—including ESOP transactions. As a corporate trustee, we provide independent fiduciary oversight and long-term continuity to ensure planning strategies are implemented as designed and administered with care.

Trust Aegis to safeguard your assets and legacy.

Wealth Planning Services

We assist with the structuring and administration of trusts, coordination of fiduciary roles, and integration of tax, investment, and governance considerations.

Our approach emphasizes disciplined planning, fiduciary oversight, and flexibility—helping clients navigate complexity with confidence while creating durable structures that stand the test of time.

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Estate and Trust Planning Support

Asset Protection Strategies

Business Succession Planning

Multigenerational Wealth Transfer

Client Feedback

Hear firsthand accounts of how Aegis has transformed businesses and empowered employees through ESOPs

Taylor Johnson

"Aegis is a true partner in our success. Their tailored ESOP solutions have driven our organization's growth and innovation, making our journey into employee ownership truly transformative."

Morgan Smith

“Thanks to Aegis, our transition to an ESOP was seamless. The entire process was expertly managed, and now, as co-owners, our team feels more motivated and connected than ever before.”

Jordan Williams

“Aegis made employee ownership a reality for our small business. Their guidance and support have not only increased our company's value but also our employees' satisfaction and financial security.”

Tomorrow starts here. Trust Aegis.

Protect what you've built and plan confidently for the future.

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