Services

A Delaware Directed Trust allows you to unbundle trustee roles. You can appoint an investment advisor of your choice to manage assets while Greenleaf Trust Delaware handles the professional administration. This provides the ultimate balance of personal control and institutional fiduciary oversight.

Delaware is renowned for its robust asset protection laws. By utilizing a Delaware spendthrift trust or a self-settled asset protection trust, Greenleaf Trust can help shield your family’s wealth from potential creditors and legal claims, ensuring your legacy remains intact for your heirs.

A Silent Trust allows a grantor to restrict a trustee from disclosing the trust’s existence or assets to beneficiaries for a period of time. Greenleaf Trust Delaware can administer these trusts to protect family privacy and prevent the knowledge of wealth from impacting a beneficiary’s personal development.

Yes. Moving a trust to Delaware allows you to modernize an older trust’s provisions. Greenleaf Trust Delaware works with your legal team to relocate your trust, potentially unlocking significant tax savings and more flexible administrative rules available under Delaware’s modern statutes.

Delaware has abolished the Rule Against Perpetuities for personal property, allowing for the creation of Dynasty Trusts. Greenleaf Trust Delaware can manage these enduring vehicles to provide for your family indefinitely, avoiding the generational tax that typically occurs every few decades in other states.

Delaware’s Court of Chancery provides a deep history of stable and predictable case law for trusts. Choosing Greenleaf Trust Delaware as a trustee offers foundations a secure, neutral environment with sophisticated reporting and mission-aligned investment strategies designed to sustain your organization indefinitely.

Yes. We serve as a 3(38) or 3(21) fiduciary, assuming legal responsibility for investment selection and monitoring. This mitigates personal liability for business owners and ensures that your company’s retirement plan is managed with the same independence and rigor as our private wealth accounts.

Our transparent, fee-only structure eliminates hidden revenue-sharing and third-party commissions. This ensures that more of your employees’ money stays invested, potentially leading to higher retirement balances and helping plan sponsors fulfill their fiduciary duty to keep plan costs reasonable and competitive.

We provide specialized consulting to design plans that meet the needs of all employees while offering sophisticated options for high earners. By leveraging our in-house expertise, we help you build a plan that serves as a powerful tool for attracting and retaining top-tier professional talent.

We believe financial security comes through education. Our team provides one-on-one coaching and group seminars to help your employees make informed decisions. This consultative service model increases plan engagement and helps your workforce build a more secure path toward their individual retirement goals.

Because we are an independent, trust-only bank, we do not use proprietary funds. This open architecture allows us to select best-in-class investments from across the entire market, ensuring your retirement plan’s menu is chosen solely for its performance and suitability for your employees.

Our Family Office combines Delaware’s flexible trust laws with holistic wealth management. We coordinate complex structures like private foundations and family businesses, utilizing Delaware’s favorable tax and privacy environment to streamline your family’s global financial footprint and ensure long-term stability.

Yes. We facilitate family meetings and provide financial literacy programs to prepare the next generation. By establishing governance frameworks in a trust-friendly state like Delaware, we help your family maintain a shared vision and mission, ensuring your legacy is preserved through clear communication.

We act as a central hub for your family, coordinating with your attorneys and CPAs. Our Family Office manages everything from investment oversight and philanthropic strategy to lifestyle services like bill pay, providing you with the peace of mind that every detail is being professionally managed.

Delaware’s modern trust laws offer unique flexibility for charitable remainder trusts and private foundations. We help you optimize these vehicles for both impact and tax efficiency, ensuring your philanthropic legacy is executed exactly as intended while maximizing the benefits to the causes you support.

We assist families in navigating the complexities of transitioning a family business. By utilizing Delaware’s sophisticated trust laws, we help create structures that protect the company’s value while providing liquidity and financial security for family members during the transition