The Family Office at Greenleaf Trust
For a family’s wealth to sustain ensuing generations, its capital has to 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 ($25MM+ of liquidity) in the areas of comprehensive wealth management, fiduciary expertise, philanthropic planning and lifestyle enrichments. 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 nearly $9B in assets under advisement in just eighteen years. We know family matters—in every meaning of the phrase.
To learn more about The Family Office at Greenleaf Trust, please contact John Grzybek or Tom DeMeester.
Greenleaf Trust is a privately-held wealth management firm with specialized disciplines in asset management, trust administration and retirement plan services.