Your partner in planning for a solid future.
The financial strength and stability of Greenleaf Trust ensures comprehensive continuity of care throughout our client’s lives and for generations to come.
Cash flow planning
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- Income planning
- Data management strategies
- Emergency funding
- Net worth analysis
- Expert analysis
- One-time and planned large expenses
- Credit facilities
Insurance Planning
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- Insurance needs analysis
- Life insurance planning and coordination
- Long-term care planning and coordination
- Review of existing policies and benefits
- Disability planning and coordination
- Medicare options and analysis
Investment Planning
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- Goal planning to align life and wealth
- Portfolio construction
- Sub-asset allocation and tactical shifts
- Select, monitor, and report on investments
- Concentration management strategies
- Risk assessment and time horizon analysis
- Asset allocation and rebalancing
- Tax efficiency analysis
- Third-party manager due diligence
Education Planning
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- Education funding needs analysis
- Review of existing savings vehicles
- Tax minimization strategies
- Funding strategies
- Funding vehicle optimization (529, trust, etc.)
- Loan coordination
Retirement Planning
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- Retirement needs analysis
- Review of existing savings vehicles
- Tax minimization strategies
- Roth conversion strategies
- RMD strategies
- Funding strategies
- Funding vehicle optimization (401k, IRA, etc.)
- Social security optimization
- Annuity and pension review
Income Tax Planning
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- Review prior tax returns
- Distribution sequencing
- Dividend skip strategies
- Gain recognition optimization
- Asset location strategies
- Tax-loss harvesting
- Carry forward loss optimization
Equity Compensation Planning
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- Employer plan assessment
- Evaluating stock options and grants
- Multi-year tax planning opportunities
- Employee stock purchase plans utilization
- Deferred compensation analysis
- Holding period optimization
- Risk analysis & single stock concentration
Estate Planning
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- Review estate plan
- Corporate trustee services
- Investor location strategies
- Special needs planning
- Estate settlement
- Estate goal clarification
- Asset protection strategies
- Estate tax minimization strategies
- Bases shifting strategies
Philanthropic Planning
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- Philanthropic goal clarification
- Charitable vehicle optimization
- Charitable remainder trust administration
- Passing family values through philanthropy
- Gifting strategies and analysis
- Family foundation administration
- Tax minimization strategies
- Qualified charitable distributions
Financial Coaching
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- Insight to avoid emotionally driven decisions
- Solutions aligned with goals
- Business succession planning
- Immediate access to in-house analysts
- What-if modeling
- Asset sustainability analysis
Additional Services
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- Family meeting facilitation
- Socially responsible investing
- Bill pay
- Personal finance website
- Coordination of advisory team (CPA, attorney)
- Outside investment coordination
- Identity theft assistance
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