Greenleaf Trust

Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, retirement plan administration and family office advisory services. With nearly $20 billion in assets under advisement, we are among the largest independently owned wealth management firms; by virtue of our client-first culture and depth of expertise, we are 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. In 2024, we celebrated twenty-five consecutive years of growth while maintaining an outstanding level of client and team member retention.