Continuity of Care

Greenleaf Trust continuity of client care throughout complex life events.

  • Income planning
  • Expert analysis
  • Data management strategies
  • One-time and planned large expenses
  • Emergency funding
  • Credit facilities
  • Net worth analysis
  • Insurance needs analysis
  • Review of existing policies and benefits
  • Life insurance planning and coordination
  • Disability planning and coordination
  • Long-term care planning and coordination
  • Medicare options and analysis
  • Goal planning to align life and wealth
  • Risk assessment and time horizon analysis
  • Portfolio construction
  • Asset allocation and rebalancing
  • Sub-asst allocation and tactical shifts
  • Tax efficiency analysis
  • Select, monitor and report on investments
  • Third-party manager due diligence
  • Concentration management strategies
  • Education funding needs analysis
  • Funding strategies
  • Review of existing savings vehicles
  • Funding vehicle optimization (529, trust, etc.)
  • Tax minimization strategies
  • Loan coordination
  • Retirement needs analysis
  • Funding strategies
  • Review of existing savings vehicles
  • Funding vehicle optimization (401k, IRA, etc.)
  • Tax minimization strategies
  • Social security optimization
  • Roth conversion strategies
  • Annuity and pension review
  • RMD strategies
  • Review prior tax returns
  • Asset location strategies
  • Distribution sequencing
  • Tax loss harvesting
  • Dividend skip strategies
  • Carry forward loss optimization
  • Gain recognition optimization
  • Review estate plan
  • Estate goal clarification
  • Corporate trustee services
  • Asset protection strategies
  • Investor location strategies
  • Estate tax minimization strategies
  • Special needs planning
  • Bases shifting strategies
  • Estate settlement
  • Philanthropic goal clarification
  • Gifting strategies and analysis
  • Charitable vehicle optimization
  • Family foundation administration
  • Charitable remainder trust administration
  • Tax minimization strategies
  • Passing family values through philanthropy
  • Qualified charitable distributions
  • Insight to avoid emotionally driven decisions
  • Immediate access to in-house analysts
  • Solutions aligned with goals
  • What-if modeling
  • Business succession planning
  • Asset sustainability analysis
  • Family meeting facilitation
  • Coordination of advisory team (CAP, attorney)
  • Socially responsible investing
  • Outside investment coordination
  • Bill pay
  • Identity theft assistance
  • Personal finance website