The Family Office at Greenleaf Trust

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.

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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 $17 billion in assets under advisement* in over twenty five years. We know family matters—in every meaning of the phrase.

*For our consolidated entities, our assets under advisement are approximately $17 billion as of December 31, 2023.