Financial security for generations to come.
Our clients’ financial security is the sole objective of Greenleaf Trust. We achieve this through a goals-based approach to wealth management which, at its core, entails managing each client’s wealth to allow for the pursuit of what matters most to the client, be it personal, dynastic, philanthropic or a combination.
We take a highly consultive approach by listening, guiding, educating and serving our clients in meaningful ways.
This continual dialogue informs both the creation and on-going monitoring of a comprehensive, personalized wealth management plan in which success is defined as meeting each client’s specific financial goals.
As a privately held, trust-only bank with $21 billion* in assets under advisement, we are regulated by the Office of the Comptroller of the Currency. We believe strongly in aligning ourselves with our clients’ best interests, as evidenced by our transparent fee schedule, rigorous and unbiased in-house research and the absence of self-serving proprietary products. We do not accept soft dollar remuneration, nor do we accept any form of revenue from 12b-1 fees or commissions from third parties.
These core values and policies allow us to put each client’s well-being at the center of our every decision, providing them with peace of mind that their wealth is optimally invested and deployed.
*For our consolidated entities, our assets under advisement are approximately $21 billion as of December 31, 2025.
Frequently Asked Questions about Wealth Management
How does a trust-only bank benefit my wealth management?
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As a trust-only bank, Greenleaf Trust is legally bound to act in your best interest, to serve on your behalf. We avoid the conflicts of traditional banks by not selling proprietary products or offering commercial loans, ensuring our wealth management advice is entirely objective and focused on your financial security.
What is the first step in Greenleaf Trust’s consultative approach?
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Our process begins with listening. We take a highly consultative approach to understand your personal, philanthropic and generational goals. This dialogue informs a comprehensive, personalized wealth management plan, where success is defined by meeting your specific financial objectives rather than just beating a market index.
What does goals-based wealth management mean?
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Goals-based wealth management means your portfolio is designed to fund specific life outcomes like a comfortable retirement or a multi-generational legacy. We prioritize the pursuit of what matters most to you, aligning every investment decision with your unique timeline, risk tolerance and long-term vision.
How does Greenleaf Trust ensure my portfolio is unbiased?
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We ensure unbiased results through rigorous in-house research and the strict absence of self-serving proprietary products. We do not accept 12b-1 fees, commissions or soft-dollar remuneration, which eliminates common industry conflicts and keeps your well-being at the center of every investment decision.
Who will be managing my day-to-day wealth needs?
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You are supported by a dedicated three-person team: a wealth management advisor, a trust relationship officer and a team service coordinator. This structure ensures that your wealth management plan is constantly monitored and that you have direct access to experts who understand you and your family’s unique financial picture.
How does Greenleaf Trust provide peace of mind during market volatility?
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We provide peace of mind through disciplined, long-term strategies and continual dialogue. By focusing on your specific goals rather than short-term market noise, and utilizing a transparent, fee-only structure, we ensure your wealth is optimally deployed to withstand market volatility and protect your legacy over a long-term time horizon.