Portland, Oregon, United States
We help great businesses become trust owned and employee owned. I started Stronghold Ownership to help founders navigate the confusing and challenging road of trying to figure out the right purpose-aligned succession strategy for their company, while also achieving their own personal financial and lifestyle goals. We specialize in purposeful and durable company ownership structures, and are one of the country's leading practitioners dedicated to the design and implementation of Perpetual Purpose Trust Ownership and Employee Ownership Trusts.
Stronghold Ownership has a sister company: Lumo Operations An ownership transition often raises important questions beyond just ownership — questions about business strategy, financial performance, leadership succession, or company culture. For companies seeking support on these issues, we may be able to help. Our sister company, Lumo Operations, offers high-impact operations and finance support for responsible companies to set them up for long-term success.
We are a not-for-profit organization dedicated to supporting the growth of purpose trust ownership in the United States.