- Wealth Management
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ESOP/ESOT is a program that facilitates the acquisition and distribution of a company's shares to its employees. Companies provide their employees with stock ownership, often at no up-front cost to the employees. Generally, an ESOP/ESOT should include all full-time employees.
However, these groups must be reviewed in companies where they could have a significant impact on the overall employee compensation structure of the ESOP/ESOT. The distinguishing feature of an ESOP/ESOT is that, unlike a Stock Bonus Plan, may engage in “leveraged” purchases of company stock. That is, an ESOP may acquire stock not only on a year-by-year basis, but also may borrow funds in order to purchase a block of stock.
We provide trustee, administration and management services. We offer tailor-made trust structures to suit employer’s need in providing a variety of benefits to its employees (share-based incentive arrangements).