Personal Trust

No two people are exactly alike. That's why Greenleaf's service to you isn't patterned after the requirements of other clients. Based on your specific needs and those of your family, Greenleaf's service is reinforced by its personal trust team's experience and commitment to providing the highest level of financial expertise in:
  • Fiduciary services (acting as trustee, co-trustee, or successor trustee)
  • Investment management services
  • Custody services
  • IRA administration
  • Estate settlement services
  • Charitable endowment services

For more information, please contact our on-site Greenleaf Trust representative, John Welch, at 231.922.1428. You can also visit Greenleaf Trust online for additional information.