260 Crandon Blvd #32-124 Key Biscayne, FL 33149
260 Crandon Blvd #32-124 Key Biscayne, FL 33149
Custos Fiduciary Services was founded to provide differentiated, focused trustee services to employee-owned companies. Although ESOPs were created by law as an employee benefit plan, they were also designed as a tool of corporate finance and require capital markets sophistication to thrive.
Institutional-level capital protection with $5 MM of insurance coverage on par with the largest institutional ESOP trustees
Trusted advisor with inside-company perspective
Broad industry expertise from client transactions and operational experience
Transaction process that reflects best practices from ESOP and private capital markets to arrive at a deal conclusion quickly without skipping steps
Intensive due diligence of valuation advisory professionals
Match legal & valuation advisory team with transaction drivers for a best-fit to the transaction
Internal trustee advisory board and technical valuation review ensures deal is grounded to market value and highly compliant
260 Crandon Blvd #32-124,
Key Biscayne, FL 33149
ALBERTO TARAJANO – President
Copyright © 2019 – Custos Fiduciary Services LLC – All rights reserved
