Continuity of Care

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

 

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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

 

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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

 

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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

 

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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

 

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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

 

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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

 

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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

 

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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

 

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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

 

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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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