Many of our clients are happy to share their stories about working with Greenleaf Trust. As a professional courtesy to them, we never disclose their names. But apart from that, the stories and outcomes are true. We hope you’ll enjoy reading them.
True Story 1: He made it first. We made it last.
True Story 2: We got the call after hours: there was a leak in the 401(k).
True Story 3: We managed the family trust. They managed the family values. Talk about a happy reunion.
True Story 4: The next 20 years may be your best years, so enjoy them.
True Story 5: The concrete was cured. Ditto the headache.
True Story 6: Doctor’s orders: lower stress, higher returns.
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