$5.3B
Assets Under Administration
350
Families
100+
Liquidity Events
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.
Philanthropic Strategy
Going beyond the balance sheet and giving back to your community.
Insurance Consultation
All financial plans should include an audit of your current and future insurance needs.
Portfolio Management
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.
Building a Strong Foundation
Protect Your Legacy
Build Generational Wealth
Protect Your Most
Valuable Asset:
"Your Family Legacy"
Green Street Trust Services, together with our partners, can address even the most complex needs by building a strong foundation of trust and investment management solutions, enabling families to protect their wealth and gain confidence about the future of their estates.
Sophisticated Guidance and Boutique Experience
Create Lasting Value For Your Clients
Our partners bring together a full spectrum of wealth, trust services, and private banking services designed to give you one trusted resource.