See why we have 99% client retention.
With specialized disciplines in wealth management, trust administration, retirement plan and family office services, Greenleaf Trust’s approach is focused and strategic. With personal service rooted in a collaborative approach, we will work alongside you to reach your personal goals.
Our independence frees us from conflicts of interests and ensures your well-being is at the center of every decision we make.
Client relationships begin at $2 million.
Supporting your wealth, your life and your goals.
Our Southeast Michigan team is here to provide you customized solutions for your unique life. We have the experience and solutions you need now and for generations to come.
Our staff is composed of highly talented and experienced professionals who are passionate about listening, guiding, educating and serving clients in a way that is meaningful and personal. Our goals-based approach to wealth management, supported by comprehensive, specifically tailored financial plans, helps our clients attain financial security from generation to generation.
Client-focused Culture
Greenleaf Trust is an independent National Trust Bank, founded in Michigan and regulated by the Office of the Comptroller of the Currency. We believe strongly in aligning ourselves with our clients’ best interests, as evidenced by our transparent fee schedule, unbiased in-house research and absence of self-serving proprietary products.
While many large banks and brokerages offer wealth management and trust services as a subset of their primary business, these specialized disciplines are the foundation of our company. Our culture is built upon providing the highest level of personalized and professional service. With a dedicated client centric team comprising a trust relationship officer, wealth management advisor and team service coordinator, we’re able to dedicate more time to you to better understand how we can help you meet your financial objectives, whether personal, philanthropic, generational or a combination thereof.
Let our unwavering commitment to your tomorrow start today.
Wealth ManagementBirmingham Office
34977 Woodward Avenue, Suite 200, Birmingham, MI 48009
Phone 248.530.6200
Toll-Free 877.530.0555
Fax 248.530.6203
The guidance you need to head confidently towards tomorrow.
Begin a conversion with our client centric team today.
*For our consolidated entities, our assets under advisement are $20 billion as of December 31, 2024.