Our Trustee & Fiduciary Services
ESOP Trustee Services
Transactional ESOP Trustee
Initial establishment of an ESOP or sale of shares to an existing employee ownership trust.
Ongoing ESOP Trustee
Comprehensive management and administration of existing employee stock ownership plans.
Independent Fiduciary Services
Independent Trustee for Public Company Stock Funds
Professional and objective third-party management of your company stock fund.
Independent Trustee Services for Litigation Settlements
Third-party trustee review and assessment of settlement agreements.