Offices
Kalamazoo Office
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Grand Rapids Office
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Traverse City Office
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Bay Harbor Office
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Birmingham Office
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Great Lakes Bay Region
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Greenleaf Trust Delaware (Affiliate)
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Services
Wealth Management and Personal Trust Services
Phone +1-269-388-9800 Toll-Free +1-800-416-4555
Email: trust@greenleaftrust.com
Retirement Plan Services
Phone/text +1-269-218-6300
Email: participant@greenleaftrust.com
Family Office Services
Phone +1-616-888-3215 Email: tdemeester@greenleaftrust.com
We’d love to hear from you too.
Disclaimer:
Greenleaf Trust Delaware, a Delaware limited purpose trust company, is regulated by the Office of the Delaware State Bank Commissioner. Greenleaf Trust Delaware is wholly owned by Greenleaf Financial Holding Company, a Delaware corporation. Greenleaf Financial Holding Company is also the sole owner of Greenleaf Trust, a Michigan non-depository trust bank regulated by the Michigan Department of Insurance and Financial Services. Both Greenleaf Trust and Greenleaf Trust Delaware provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other non-depository services. Greenleaf Trust and Greenleaf Trust Delaware offer personal trust, retirement plan and family office services to families and entities.
Greenleaf Financial Holding Company and its subsidiaries do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.