Trusted Partners in Employee Ownership
Driven by Purpose. Defined by Trust.
Stonehaven Trust Company
At Stonehaven Trust, we specialize in serving as an independent, institutional trustee for ESOPs, providing expert fiduciary oversight and strategic guidance throughout the life of your plan. With deep experience in ESOP transactions and administration, we help business owners, employees, and advisors navigate the complexities of employee ownership—ensuring compliance, protecting plan participants, and bringing clarity and confidence to every stage of the process.
Our Values
Fiduciary Integrity
We act with uncompromising integrity, putting the interests of employee-owners first in every decision we make.
Purpose-Driven Service
We are motivated by the transformative power of employee ownership and work to ensure it delivers real, lasting benefits.
Partnership
We work closely with companies, advisors, and employee-owners to build lasting value through long-term collaboration.
Our Services
ESOP Transactions
As an independent, institutional ESOP trustee, we serve as a fiduciary to the plan during critical corporate events, ensuring compliance, fairness, and alignment with ERISA standards. Our transactional trustee responsibilities include:
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Due Diligence
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Valuation Oversight
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Negotiation & Execution
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Documentation & Legal Coordination
Ongoing Trustee Services
​As an ongoing trustee, we act as an independent fiduciary, upholding the rights and interests of plan participants through:
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Plan Governance & Oversight
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Annual Valuation Review
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Monitoring Repurchase Obligation
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Trust Cash
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Third-party administration and Audit