A Leading Provider of Corporate and ESOP Trustee Services
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.
Dependability and Innovation: Aegis creates positive change.
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 in achieving financial stability.
Deep Expertise,
Trusted Support
Aegis sets the benchmark for excellence.
ESOP Trustee Services
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.
Corporate Trustee Services
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.
Choose Confidence. Choose Expertise. Choose Aegis.
Holistic ESOP Expertise
We cover all areas of ESOP trustee services.
At Aegis, our team has ESOP legal, financial, administration, and valuation expertise.
Client-Centric Success Commitment
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.
Exemplary Regulatory Compliance
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.
Guided by Our Core Beliefs
Our foundational beliefs shape our approach and drive our commitment to excellence. We prioritize collaboration, respect, and transparency in all of our interactions.
Our Experience
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.
Transactions
Our Administration
Ongoing Clients
Your Path to Success.
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Discover Opportunities
We invite you to explore our services and learn more about how we help you.
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Schedule a Free Consultation
We look forward to discussing your goals.
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Let’s Begin Your Journey
Achieve peace of mind and financial security with our guidance.
