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Jul 2026

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Kaplan Fiduciary Group | The Grid by Zolidar

Kaplan Fiduciary Group

Financial Svcs. (Non-bank & Insurance)

Atlanta, GA, USA

Last updated at 2025-05-07

Kaplan Fiduciary Group is on the EO Market Map

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About

Howard Kaplan provides governance and sound fiduciary solutions and best practices services to private and ESOP Companies:

Board Advisory
ESOP Advisory
Expert Witness
Trust and Professional Advisory

Board advisor and business professional with over 30 years of experience in the trust and...

Organization type

Service Provider

Services Offered

Governance: Certified B Corp & Public Benefits Corp
Drafting Articles & Bylaws
ESOP Third Party Administrator (TPA)
Member Participation
Post Conversion Operations
Trust Administration, Trustee
Board Basics
Transition: ESOP

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

Location: Atlanta, GA, USA
Ownership type: Privately Owned
Industry sector: Financial Svcs. (Non-bank & Insurance)
Focus on EO: Partial

Contact

Atlanta, GA, USA

Associated people

Current

Howard Kaplan
CEO at Kaplan Fiduciary Group

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May 25Unknown+6/−1•Apr 25Unknown+2,301/−0

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