Envisioning your family’s future for years to come.
For a family’s wealth to sustain ensuing generations, its capital must grow, and its governing structure must endure. The Family Office at Greenleaf Trust helps affluent families achieve those outcomes and many more. We capably serve at every level of the wealth continuum, harnessing the most robust technologies, sophisticated investment platforms and comprehensive reporting tools. All the while providing remarkably personalized service.
Our specialized Family Office team provides multigenerational solutions and services for high-net-worth families in the areas of comprehensive wealth management, fiduciary expertise, philanthropic planning and lifestyle enrichment.
We provide a single-family office experience that brings clarity and understanding to the opaque view, often associated with significant wealth and complex wealth structures. From one generation to the next, The Family Office at Greenleaf Trust has the scale to deliver and the culture to serve at the highest level.
It’s no wonder Greenleaf Trust has grown to $20 billion in assets under advisement* in over twenty-six years. We know family matters—in every meaning of the phrase.
*For our consolidated entities, our assets under advisement are approximately $20 billion as of December 31, 2024.
Frequently Asked Questions about The Family Office
What defines The Family Office experience at Greenleaf Trust?
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The Family Office experience provides a single point of entry for managing significant wealth. We provide a holistic approach, bringing clarity to complex wealth structures and coordinating everything from investment management and fiduciary oversight to philanthropic planning and lifestyle enrichment.
How do you support multi-generational wealth education?
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We help families sustain wealth by educating the next generation. Our team facilitates family meetings and provides financial literacy training, ensuring that the recipients are prepared to manage their future responsibilities and that the family’s core values are preserved across generations.
What lifestyle enrichment services are available?
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The Family Office provides specialized services such as bill payment, personal record keeping and coordination of household staff or travel. These lifestyle services are designed to give you back your time, providing peace of mind that the day-to-day complexities of wealth are managed professionally.
How does Greenleaf Trust assist with philanthropic planning?
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We help you maximize the impact of your generosity through strategic philanthropic planning. Whether you utilize a private foundation or a donor-advised fund, we manage the administrative and tax complexities so you can focus on the causes that matter most to your family.
Can The Family Office manage complex business transitions?
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Yes. We work closely with families to navigate the complexities of business succession and transition. By integrating business exit strategies with your personal wealth plan, we ensure your family’s liquidity needs and legacy goals are protected during and after the sale.