See why we have 99% client retention.

With specialized disciplines in wealth management, trust administration, retirement plan and family office services, Greenleaf Trust’s approach is focused and strategic. With personal service rooted in a collaborative approach, we will work alongside you to reach your personal goals.

Our independence frees us from conflicts of interests and ensures your well-being is at the center of every decision we make.

Client relationships begin at $2 million.

Supporting your wealth, your life, and your goals.

At Greenleaf Trust, our client-focused core culture fuels our success. We have no products to sell, but instead focus on service and the outcomes we deliver. Our independence allows us to always sit on the client’s side of the desk, while providing the highest levels of personalized service and fiduciary excellence.

Our staff is composed of highly talented and experienced professionals who are passionate about listening, guiding, educating and serving clients in a way that is meaningful and personal. Our goals-based approach to wealth management, supported by comprehensive, specifically tailored financial plans, helps our clients attain financial security from generation to generation.

Client-focused Culture

Greenleaf Trust is an independent National Trust Bank, founded in Michigan and 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, unbiased in-house research and absence of self-serving proprietary products.

While many large banks and brokerages offer wealth management and trust services as a subset of their primary business, these specialized disciplines are the foundation of our company. Our culture is built upon providing the highest level of personalized and professional service. With a dedicated client centric team comprising a trust relationship officer, wealth management advisor and team service coordinator, we’re able to dedicate more time to you to better understand how we can help you meet your financial objectives, whether personal, philanthropic, generational or a combination thereof.

Let our unwavering commitment to your tomorrow start today.

Wealth Management

Trust Administration

Retirement Plan Services

The Family Office

Institutional Services

About Greenleaf Trust:

Greenleaf Trust N.A., a Nationally Chartered Trust Bank regulated by the Office of the Comptroller of the Currency, is wholly owned by Greenleaf Financial Holding Company, a Delaware corporation. Greenleaf Financial Holding Company is also the sole owner of Greenleaf Trust Delaware, a Delaware limited purpose trust company, regulated by the State of Delaware, Office of the State Bank Commissioner. Both Greenleaf Trust and Greenleaf Trust Delaware provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other non-depository services. Greenleaf Trust and Greenleaf Trust Delaware offer personal trust, retirement plan and family office services to families and entities.Greenleaf Financial Holding Company and its subsidiaries do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.

*For our consolidated entities, our assets under advisement are approximately $20 billion as of December 31, 2024.