Greenleaf Trust

About Us

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 service. With nearly $21 billion in assets under advisement*, we are among the nation's largest independently owned wealth management firms. Owing to our client-first culture, fiduciary excellence and depth of certified expertise, we are focused on our clients’ best interests – always.  Our business model is predicated solely on our clients’ financial success. Client-aligned and talent-driven, our nearly 200+ team members adhere to the highest standards of fiduciary excellence, while harnessing the latest technologies, sophisticated investment platforms and comprehensive reporting tools.  Managing and sustaining our clients' wealth from generation to generation is not a sideline, it's our sole purpose.

*For our consolidated entities, our assets under advisement are approximately $21 billion as of December 31, 2025.