Each company and individual employee is held to the highest fiduciary standards. Our clients’ best interests are our foremost concern. It is a virtue that is at the core of our business and permeates everything we do.
Our firm, GreatBanc Trust Company, was established in 1989, and in addition to personal wealth management, specializes in complex Employee Stock Ownership Plan (ESOP) transactions that benefit from trustee and fiduciary oversight.
Our affiliate, Salem Trust Company, established 1992, is Florida’s largest independent trust company. Salem specializes in asset custody and retirement plan administrative services for municipalities, corporations, and financial institutions.
Our holding company, U.S. Fiduciary Services, is an independent, employee-owned firm. Each wholly owned subsidiary retains its own focus and identity, while benefitting from the expertise of its partner companies. As a group, the U.S. Fiduciary services team supervises and safeguards over $35 billion of client assets from more than 1,000 relationships nationwide.
A Division of GreatBanc Trust Company
Arboretum Wealth & Trust Management is a division of GreatBanc Trust Company. We were brought to together to provide a dedicated and professional team to build and transform the wealth management portion of GreatBanc Trust Company’s business.
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