GREENLEAF TRUST DELAWARE

Owners

Goods & Services

Tax consultation; business, insurance, real estate, aircraft, technology, security, and estate planning and estate structure records management services; business, insurance, real estate, aircraft, technology, security, and estate planning and estate structure document management services; business management services and business administration services; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports; providing an online portal for financial document management services; and business administration services, namely, regulatory submission management in the nature of filing and preparing financial and investment regulatory compliance documents and reports

Financial planning; estate planning; financial risk management; financial services, namely, investment consultation, and investment management; bill payment services; cash management; philanthropic services, namely, providing grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; and strategic financial governance consulting and advisory services; trust administration and investment management services; providing an online portal for investment management, financial management services, and financial planning services