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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. In 2024, we celebrated twenty-six consecutive years of mid-double-digit growth while maintaining an outstandingly high level of client and team member retention.
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 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. In 2024, we celebrated twenty-six consecutive years of mid-double-digit growth while maintaining an outstandingly high level of client and team member retention.
Vision
Greenleaf Trust is deeply committed to diversity, equity, and inclusion. To support students of color pursuing careers in finance, our Chair and Vice Chair established the Greenleaf Trust Scholarship Program. This program awards 19 full scholarships each year to students studying Finance, Personal Financial Planning, or Accounting at Western Michigan University. Each recipient receives $12,400 annually, up to four years. Since 1999, over $2.7 million has been awarded, resulting in 139 graduates, many now working at top financial firms, including Greenleaf Trust.
In 2021, we launched Greenleaf Wealth Developers in three Kalamazoo high schools to enhance financial literacy and introduce students of color to careers in finance. The program has expanded to Portage Public Schools and local community organizations. Graduates receive an investment account funded up to $500 to support their continued financial journey. To date, 89 students have completed the program, with nearly $40,000 awarded in investment funding. Greenleaf Trust remains committed to the long-term growth and impact of this initiative.
In 2021, we launched Greenleaf Wealth Developers in three Kalamazoo high schools to enhance financial literacy and introduce students of color to careers in finance. The program has expanded to Portage Public Schools and local community organizations. Graduates receive an investment account funded up to $500 to support their continued financial journey. To date, 89 students have completed the program, with nearly $40,000 awarded in investment funding. Greenleaf Trust remains committed to the long-term growth and impact of this initiative.
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.
Greenleaf Trust team members donated nearly 2,000 hours of their time to different non-profit organizations in their communities. On President’s Day each year, we are encouraged to actively participate in Day of Caring. Team members volunteer to causes of their choice, either individually or as a group.
During the holidays in 2024, we supported 10 foster children. Team members participated by donating money or purchasing items from each child’s wish list. We wrap and deliver each gift to the agency and raised an additional $10,000 to benefit the children.
Greenleaf Trust was thrilled to roll out a new giving and volunteering program, Greenleaf Gives, in April of 2022. Inspiring our team to do more inspired the company to do more. So as part of Greenleaf Gives, Greenleaf Trust matches up to $1,000 per year per teammate towards eligible nonprofit donations. We are proud to support our teammates in this manner and excited that our company matched over $50,000 in donations.
Greenleaf Trust team members donated nearly 2,000 hours of their time to different non-profit organizations in their communities. On President’s Day each year, we are encouraged to actively participate in Day of Caring. Team members volunteer to causes of their choice, either individually or as a group.
During the holidays in 2024, we supported 10 foster children. Team members participated by donating money or purchasing items from each child’s wish list. We wrap and deliver each gift to the agency and raised an additional $10,000 to benefit the children.
Greenleaf Trust was thrilled to roll out a new giving and volunteering program, Greenleaf Gives, in April of 2022. Inspiring our team to do more inspired the company to do more. So as part of Greenleaf Gives, Greenleaf Trust matches up to $1,000 per year per teammate towards eligible nonprofit donations. We are proud to support our teammates in this manner and excited that our company matched over $50,000 in donations.
Additional Culture Details
Team member engagement at Greenleaf Trust is a top priority. Twenty-one 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:
•We celebrated Employee Appreciation Day with a special lunch in all market locations
•We engaged over 75% of our team in a 6-week walking challenge to help us stay active and healthy
•We delivered personalized graduation cookies for children of team members who graduated from high school or college
•We executed a summer team celebration with yard games, a long drive contest and a delicious meal.
•We hosted a pet parade in the office for furry friends. One of our team members even baked special, homemade treats
•We celebrated autumn with a fun Fall Fest in our office complete with a trick-or-treat parade, themed games and face painting.
•We hosted a tailgate at a WMU football game
•We stirred up some holiday cheer with those we hold dear and celebrated the holidays with our team. The festivities included dinner, cocktails, a live jazz band.
•We celebrated Employee Appreciation Day with a special lunch in all market locations
•We engaged over 75% of our team in a 6-week walking challenge to help us stay active and healthy
•We delivered personalized graduation cookies for children of team members who graduated from high school or college
•We executed a summer team celebration with yard games, a long drive contest and a delicious meal.
•We hosted a pet parade in the office for furry friends. One of our team members even baked special, homemade treats
•We celebrated autumn with a fun Fall Fest in our office complete with a trick-or-treat parade, themed games and face painting.
•We hosted a tailgate at a WMU football game
•We stirred up some holiday cheer with those we hold dear and celebrated the holidays with our team. The festivities included dinner, cocktails, a live jazz band.
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