🎁 Last week, we wrapped the gifts with care, and this week, we delivered them! Our team was proud to partner Family & Children Services to ensure these holiday surprises make their way to families in need. It’s heartwarming to know that these packages will bring smiles and joy during this special season.
Greenleaf Trust
Financial Services
Kalamazoo, MI 4,245 followers
Financial Security from Generation to Generation.
About us
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high net worth individuals, companies, foundations and endowments. Greenleaf Trust is an independently owned business, and we are structured to remain that way. Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account. As one of Michigan’s first trust-only banks, we have nearly 200 employees working from Greenleaf Trust offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City. We are locally owned and managed in Michigan, and deeply rooted within the communities we serve.
- Website
-
http://www.greenleaftrust.com
External link for Greenleaf Trust
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Kalamazoo, MI
- Type
- Privately Held
- Founded
- 1998
- Specialties
- Wealth Management, Wealth Management "Goals Based", Trust Administration, Retirement Planning, Retirement Plan Administration, Estate Settlement, Family & Foundation Services, Endowment & Foundation Services, Strategic Financial Planning, Asset Managment, and Trust
Locations
Employees at Greenleaf Trust
Updates
-
Greenleaf Trust is so proud of Rachel, and and all of our Western Michigan University interns!
Invested in finance and fashion, Racheal Mmanga found a wealth of opportunities at Western. From financial modeling to modeling on the runway, the business grad has fashioned a resume packed with industry experiences to help her land her dream job. "I believe in my abilities and decisions, which empowers me to take bold actions in both finance and fashion. Confidence allows me to present myself authentically, whether I'm negotiating a deal or walking the runway." Through interning at Greenleaf Trust, modeling in fashion shows for #WMU's chapter of MODA and managing a major investment portfolio in the Student Managed Investment Fund course, she made the most of her time at WMU. Interested in learning more about Rachael's passion for fashion and finance? Read here: https://lnkd.in/efCuecKR
-
-
Year-end financial planning is about setting the stage for a prosperous new year. Wealth Management Advisor, Garrett Urman walks through the year-end tips you can't ignore: https://lnkd.in/gqRMCTVu
-
✨ One of our favorite traditions! ✨ Our team came together for the annual gift-wrapping party for Family & Children Services, Inc. This year, we wrapped presents for 10 children in foster care, spreading holiday cheer and love. ❤️ We're so honored to be part of this meaningful tradition.
-
-
Whether traveling for a vacation, work obligations, or other reasons, it's important to know your kids are taken care of. Under Michigan law, parents have the right to use a Power of Attorney to delegate certain parental rights and responsibilities to another individual for their minor children. Senior Trust Relationship Officer, Michael Holmes, discusses important details you need to know to have another person care for your children: https://lnkd.in/gvGRTvv8
Ensuring Your Child's Care: How Michigan Parents Can Use a Power of Attorney for Parental Consent - Greenleaf Trust
https://greenleaftrust.com
-
Campaign proposals are one thing, but actual policy implementation can be quite another. Chief Investment Officer, Nicholas Juhle, discusses campaign proposals from the upcoming administration and their potential economic implications: https://lnkd.in/gkZMYFSg
-
-
Our new strategic goal is focused on what we are passionate about and built with a deep understanding of our core competency. President and CEO, Mike Odar, shares about the vision for the next 10 years in this month's newsletter: https://lnkd.in/gnn-9x2Y
Serve Clients More - Greenleaf Trust
https://greenleaftrust.com
-
Wealth Management Advisor, Steve Davis, discusses the importance of planning for unforeseen events with Advisorpedia: https://lnkd.in/g6nthGY9
Family Emergencies: How Advisors Can Help Ease the Pain
advisorpedia.com
-
Terminating a defined benefit pension plan requires careful consideration of the current interest rate environment, plan funding status, and broader economic factors. Executive Vice President, Director of Retirement Plan Division, Chris Middleton, discusses in this month's newsletter: https://lnkd.in/gr8n9iUB
Pension Plan Termination Time? - Greenleaf Trust
https://greenleaftrust.com