A Leading Provider of ESOP Trustee Services

With Aegis, your ESOP is in capable and caring hands. In Greek mythology, Zeus carried a protective shield known as the 'Aegis' - symbolizing protection and wisdom.

At Aegis, we are committed to being your protector and guide as we safeguard you against adversity. We steadfastly support ESOPs through comprehensive services and expertise.

Dependability and Innovation: Aegis creates positive change.

Your Trusted ESOP Advisor

An Employee Stock Ownership Plan (ESOP) isn't just a benefits program—it's a transformative tool that empowers employees to own a piece of the company they help build. Through stock acquisition, ESOP's foster a culture where responsibility is shared and every success is collective. This unity results in companies that are not only more productive but also exude a strong, positive corporate spirit.

However, navigating the complexities of ESOPs, with their rigorous rules and guidelines, demands expert oversight. That's where Aegis Trust Company steps in, standing as the benchmark for excellence in ESOP trustee services.

our services

From Transactional Trustee to Ongoing

Aegis Trust Company was established solely to champion the interests of ESOP participants.

Transactional Trustee

A company’s initial ESOP transaction must be managed by a fiduciary partner to act as its trustee.

Ongoing Trustee

An ESOP requires ongoing management to monitor operations and financial performance.

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.

Aegis makes all decisions through a fiduciary committee comprising skilled ESOP attorneys, a CPA, valuation advisors, and client relationship professionals.

Our benefits

Choose Confidence. Choose Expertise. Choose Aegis.

We are a passionate team that believes in the transformative power of Employee Stock Ownership Plans (ESOPs) for business owners, employee owners, and the greater community. ESOPs promote a sense of shared ownership and success, leading to more prosperous and equitable businesses.

As you undertake the profound responsibility of steering your organization into its next chapter, choose Aegis to be your ESOP advisor. We are here to guide you!

Comprehensive In-House Expertise

At Aegis, you’ll find specialists in all essential ESOP transactions and trustee services, including CPAs, attorneys, valuation experts, and administrators. Our well-rounded team works tirelessly to provide a seamless and comprehensive experience, reducing your reliance on third-party providers and the extra fees and difficulties that can come along with them.

Unparalleled Experience with DOL Requirements

Our President and CEO, Robert E. Lesser, Esq. played a pivotal role in developing the industry’s standard protocols with the U.S. Department of Labor (DOL). We are at the forefront of regulatory requirements and possess a deep understanding of a trustee’s fiduciary responsibilities.

Sincere Interest in Your Success

We believe in the societal benefits and transformative potential of ESOPs, so we pride ourselves on boutique-style services, offering a personalized and empathetic experience for every client.

Exclusive Focus on ESOPs

While many competitors water down their expertise with multiple offerings, Aegis is fully committed to dedicating our expertise, resources, and passion just to ESOPs.

Our Experience

With Aegis, your ESOP is 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
$2.8B
Total Assets Under
Our Administration
21
States with
Ongoing Clients
17
Team Members

Your Path to a Thriving ESOP

  • 1

    Discover Opportunities

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

  • 2

    Schedule a Free Consultation

    We look forward to discussing your company’s situation and the possibility of becoming your ESOP Trustee.

  • 3

    Let’s Begin Your ESOP Journey

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

Read Real-Life Case Studies

How do companies engage Aegis? What are the results of our work? Would we be your best option for an ESOP trustee? Take a look at our most recent case studies to see for yourself!

Nationwide Construction Company

A nationwide construction company with a legacy of excellence, delivering high-quality projects across diverse industries.

Nationwide Construction Company Copy

Discover the transformative journey of Aegis through our compelling case study.

Nationwide Construction Company Copy 2

Discover the transformative journey of Aegis through our compelling case study.

Tomorrow starts here. Choose Aegis.

ESOPs offer diverse benefits that create a thriving work environment, fulfilling careers and a lasting legacy.