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- Greenleaf Trust
Greenleaf Trust
Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, qualified retirement
plan administration and family office advisory services. With nearly $20 billion in assets under advisement, we are among the nation’s largest
independently owned wealth management firms; by virtue of our exemplary, client-first culture and depth of actionable expertise, we are also among
the best. Our business model is predicated solely on our clients’ financial success. Client-aligned and talent-driven, we adhere to the highest standards of
fiduciary excellence, while harnessing the most robust technologies, sophisticated investment platforms and comprehensive reporting tools... Read more
plan administration and family office advisory services. With nearly $20 billion in assets under advisement, we are among the nation’s largest
independently owned wealth management firms; by virtue of our exemplary, client-first culture and depth of actionable expertise, we are also among
the best. Our business model is predicated solely on our clients’ financial success. Client-aligned and talent-driven, we adhere to the highest standards of
fiduciary excellence, while harnessing the most robust technologies, sophisticated investment platforms and comprehensive reporting tools... Read more
Purpose
Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, qualified retirement
plan administration and family office advisory services. With nearly $20 billion in assets under advisement, we are among the nation’s largest
independently owned wealth management firms; by virtue of our exemplary, client-first culture and depth of actionable expertise, we are a... Read more
plan administration and family office advisory services. With nearly $20 billion in assets under advisement, we are among the nation’s largest
independently owned wealth management firms; by virtue of our exemplary, client-first culture and depth of actionable expertise, we are a... Read more
Vision
Greenleaf Trust is profoundly committed to diversity, equity and inclusiveness. To encourage more students of color to study finance and pursue careers
in the financial services industry, our Chair and Vice Chair funded The Greenleaf Trust Scholarship Program which awards 20 full scholarships annually to
business students of color studying finance or personal financial planning at Western Michigan University. Students receiving the scholarshi... Read more
in the financial services industry, our Chair and Vice Chair funded The Greenleaf Trust Scholarship Program which awards 20 full scholarships annually to
business students of color studying finance or personal financial planning at Western Michigan University. Students receiving the scholarshi... Read more
Mission
Greenleaf Trust is a service business in every good sense. Our esprit de corps compels us to support and encourage one another no matter the
circumstances. In encouraging and applauding that service, we realize the greatest benefit to our clients and to each other. Our commitment to helping
others is not just top down, but also bottom up. It's important to our culture that philanthropy is something everyone engages in. ... Read more
circumstances. In encouraging and applauding that service, we realize the greatest benefit to our clients and to each other. Our commitment to helping
others is not just top down, but also bottom up. It's important to our culture that philanthropy is something everyone engages in. ... Read more
Additional Culture Details
Team member engagement at Greenleaf Trust is a top priority. Twenty years ago we formed a Communications and Culture Workgroup dedicated to
cultivating a caring workplace culture that inspires employee connectivity, fosters teamwork, and embodies the core values established by our founder.
This team organizes numerous opportunities for social engagement and team building activities throughout the year including:... Read more
cultivating a caring workplace culture that inspires employee connectivity, fosters teamwork, and embodies the core values established by our founder.
This team organizes numerous opportunities for social engagement and team building activities throughout the year including:... Read more
Recent Awards
Company Snapshots
