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Ownership Advisors > Smart strategies for employee-owned companies > ESOP Investment Strategies and 1042 Investment

ESOP Investment Strategies and 1042 Investment


Unique investment opportunities are created in an ESOP transaction. Ownership Advisors can help align your family values with innovative tax, investment and estate strategies; maximize family wealth control; and reduce or eliminate capital gains and estate taxation.

For example, we are experienced at the structuring and management of Qualified Replacement Property portfolios under IRC Section 1042, and the development of investment strategies that include floating rate notes and other leveraging techniques.

We help you make informed decisions through a consultative process designed to manage risk in a manner that is consistent with your philosophy.

Other ESOP Services