FOUNDED ON TRANSPARENCY
DRIVEN BY INNOVATION
A New Paradigm for Wealth Management
Assets Under Administration
THE FINANCIAL PROFESSIONALS YOU NEED ALL UNDER ONE ROOF
Our services are tailored to multi-generational families who are enterprising, entrepreneurial, and philanthropically-minded. They value wellness and stewardship, and use their success to impact others. They live their lives with intention, and have exacting standards for themselves and those around them. They often have existing relationships with other strategic partners, and we take the lead role in ensuring that everyone is working together in harmony for your greatest benefit. Environmental, social, and governance factors guide many of their decisions, and they strive to leave a family legacy that carries their assets and values through many generations to come.
Estate Planning & Wealth Transfer
When? Where? How? Those are the biggest questions When it comes to planning for retirement.
Going beyond the balance sheet and giving back to your community.
All financial plans should include an audit of your current and future insurance needs.
From buying or selling a business, to saving for retirement, we create a tailored financial plan to meet your needs.
Family Legacy & Governance
We work with clients to help them shape their Legacy around things they truly care about.
Consulting in Tax Strategies
Tax Consulting designed for business owners or families that align with your financial goals.
Cash, Debt & Expense Management
Creating a budget, bill pay, or creating a balance sheet, we offer a wide range of Cash & Debt solutions.
Financial Literacy & Resource Center
Green Street Family Office provides a network of professionals that can help with any situation.
Team Base Multi-Family Office
Proudly independent and driven by innovation. Serving the unique advisory needs of CEO Founders, Entrepreneurs, & Wealth Creators
Built By Entrepreneurs,
“Green Street’s integrated platform includes private banking and wealth management services, designed to give you one trusted resource to help simplify and strengthen your financial life.”
Ronel Jumpp | Founder, Green Street Trust International
How we can help your clients
Clients turn to us to manage all aspects of their financial life. You can take comfort knowing that we have the time, attention, and expertise to address every dimension of their wealth — now and for generations to come. We will treat their concerns as if they are our own.