Dan J. Rinzema, CFA, CFP®, CTFA

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Greenleaf Trust Delaware, a Delaware limited purpose trust company, is regulated by the State of Delaware, Office of the State Bank Commissioner, and is wholly owned by Greenleaf Financial Holding Company, a Delaware corporation. Greenleaf Financial Holding Company is also the sole owner of Greenleaf Trust National Association, a Nationally Chartered Trust Bank regulated by the Office of the Comptroller of the Currency. Both Greenleaf Trust Delaware and Greenleaf Trust N.A. provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other non-depository services. Greenleaf Trust Delaware and Greenleaf Trust N.A. offer personal trust, retirement plan and family office services to families and entities. Greenleaf Financial Holding Company and its subsidiaries do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.

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