Greenleaf Trust

About Us

Greenleaf Trust, founded in 1998, is an independent national-chartered trust-only bank specialized in wealth management, trust administration, retirement plan administration, and family office services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures our clients’ well-being is at the center of every decision we make.

Despite our name, you don’t need a trust to work with us. Clients of every makeup and legal framework rely on us to meet their wants and needs. As a team with over 200 members, we adhere to the highest standards of fiduciary excellence, while providing customized solutions and highly personal service.

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.

As one of Michigan’s first trust-only banks, Greenleaf Trust is uniquely qualified in all areas of trust and estate administration. Acting as sole trustee, co-trustee, agent for trustee or successor trustee, we provide competent and objective management of financial assets, real estate, business interests and other related assets.