The stable governance and financial strength of Greenleaf Trust ensures comprehensive continuity of care throughout our client’s lives and for generations that follow.
- 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-asset 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
- Employer Plan Assessment
- Deferred Compensation Analysis
- Evaluating Stock Options and Grants
- Holding Period Optimization
- Multi-Year Tax Planning Opportunities
- Risk Analysis & Single Stock Concentration
- Employee Stock Purchase Plans Utilization
- 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 (CPA, attorney)
- Socially responsible investing
- Outside investment coordination
- Bill pay
- Identity theft assistance
- Personal finance website
