Young Businesswoman

What We Do

Transactional Trustee Services

Guiding companies through the complexities of ESOP design, long range benefits, and ESOP tax planning

Ongoing Trustee Services

Introducing ESOP to your company, Planning and Budgeting for Annual ESOP benefits, Repurchasing liability in the future, Mitigating and Resolving compliance issues, and developing ESOP distribution policies to help your company achieve its goals

Employee Engagement Consulting and Support

Serving as a trustee that acts with complete discretion over a specific transaction for a specific interest, person, or entity (ESOP)

Let's Build Something Meaningful.