1. Describe the financial services Greenleaf Trust offers to its clients. When Michigan-based Greenleaf Trust was founded...
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1. Describe the financial services Greenleaf Trust offers to its clients. When Michigan-based Greenleaf Trust was founded in 1998, it wanted to become well known for how it treats both clients and employees. Greenleaf Trust offers wealth management, estate administration, and the administration of company retirement plans for clients with at least $2 million in assets. Like other banks, the firm is regulated by the Federal Reserve and the Federal Deposit Insurance Corporation. As a private firm, Greenleaf Trust prides itself on optimizing investment portfolios for its clients. Today, the firm has $9 billion in assets.
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