About Stonehaven Trust
At Stonehaven Trust, we specialize in serving as an independent ESOP trustee, dedicated to protecting the interests of employee-owners. We manage and oversee employee stock ownership plans with integrity, ensuring full compliance with ERISA and related regulations. From initial transactions to ongoing oversight, Stonehaven brings deep expertise in fiduciary responsibility, valuation, and corporate governance. Our mission is to support successful ownership transitions while empowering employees and fostering long-term business success.
Our Mission
Here at Stonehaven, ESOPs aren’t just part of what we do—that’s all we do. Our singular focus allows us to bring unmatched depth and commitment to every engagement. We are passionate about the power of employee ownership and the transformative impact it can have on businesses and their people. With decades of combined experience across the ESOP and fiduciary landscape, our team is trusted by companies and advisors nationwide to navigate even the most complex transactions with care and confidence.