The big picture, ever clearer and more stable.
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.
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 over $12B in assets under advisement in twenty years. We know family matters—in every meaning of the phrase.
To learn more about The Family Office at Greenleaf Trust, please contact Tom DeMeester.