Independent, nationally chartered trust bank founded in 1999, offering fiduciary wealth management, trust and estate administration, retirement plan services and institutional asset management.
Greenleaf Trust is an independent, nationally chartered trust bank founded in 1999. It provides fiduciary wealth management, trust and estate administration, and institutional asset management to families, companies and institutions. The firm grew out of a wealth-management practice dating to the early 1990s and launched with six teammates; it now employs more than 200 people.
Its services span goals-based wealth management, trust and estate administration, retirement plan services for companies and institutions, family office services for wealthy families, and institutional asset management. Wealth management is delivered by client-centric teams that combine trust relationship officers, wealth management advisors and service coordinators, with advice anchored in independent research.
The firm operates on an independent fiduciary model, placing clients' interests ahead of proprietary products, commissions and outside conflicts, and states that its business is built around advice, service, transparent fees and fiduciary excellence. It describes a collaborative culture oriented to long-term stewardship across generations, a model traced to a founder-driven vision of independence.
Greenleaf Trust has offices across Michigan and in Naples, Florida. Its national trust charter allows it to serve clients throughout the United States.
