Services Tailored to Your ESOP Journey.

Comprehensive Fiduciary Services
for Every Stage

Transactional Trustee Services​

Transaction evaluation & structuring

Independent advisor selection & due diligence

Valuation determination & fairness assessment

Deal negotiation, execution & regulatory compliance

Ongoing Annual Trustee Services

Dedicated Client Relationship Manager

Participant communication & education support

Annual valuation oversight & fiduciary stewardship

Plan compliance & operational monitoring

Advisor coordination & governance support

Transactional
Trustee Services​

  • Transaction evaluation & structuring
  • Independent advisor selection & due diligence
  • Valuation determination & fairness assessment
  • Deal negotiation, execution & regulatory compliance

Ongoing Annual
Trustee Services

  • Dedicated Client Relationship Manager
  • Participant communication & education support
  • Annual valuation oversight & fiduciary stewardship
  • Plan compliance & operational monitoring
  • Advisor coordination & governance support

What Customers Say About Us

Built on Relationships.
Proven by Results.

At SCJ, our clients come to us with confidence in our services, experience and expertise and stay engaged with us because of our team members’ dedicated service.

Built on Relationships.
Proven by Results.

At SCJ, our clients come to us with confidence in our services, experience and expertise and stay engaged with us because of our team members’ dedicated service.