Considering a new external Trustee for your ESOP?
So you already have an ESOP but are looking for an external Trustee?
Perhaps you’ve been using an internal Trustee but are concerned about whether you’re doing it correctly. Are we doing this right? What are we missing? How much liability am I taking on?
Or perhaps you’ve been using an external Trustee, but it’s not working out.
We have a bunch of reasons why we think we’re technically competent to serve as your ESOP Trustee, but at the end of the day, you need to select a Trustee you know, like, and trust.
Whatever the reason you’re looking, we’d love to open up a conversation and see if we’re a good fit for each other.