Company Profile

GreatBanc Trust Company offers the highest quality fiduciary services to enhance the financial well being of our clients and our clients’ clients. GreatBanc Trust serves a select group of municipalities, corporations, financial institutions, and individuals seeking a partner that provides the most innovative, customized and inspired solutions in the creation and management of wealth.

GreatBanc Trust brings together an unparalleled team of professionals, whose average experience in the financial services industry exceeds 20 years. Our management team and staff offer an exceptional depth and breadth of expertise embracing a wide range of professional disciplines, including legal, investment, financial planning, and trust and estate planning.

GreatBanc Trust is nationally recognized as a highly skilled, independent ERISA trustee with a specialization in employee stock ownership plans (ESOPs), and sophisticated, cutting edge ESOP transactions. GreatBanc Trust provides trust, investment and wealth management services to individuals as well as a comprehensive range of institutional services to corporations, foundations, endowments and not-for-profit organizations.

GreatBanc Trust was incorporated in 1989 as a full service trust company. Owned by its employees since 1999, GreatBanc Trust became a subsidiary of U.S. Fiduciary Services, Inc., also an employee-owned company, in 2004. Together with its affiliates, Salem Trust Company and Pennant Management, Inc., GreatBanc Trust supervises more than $20 billion in client assets. While maintaining its special focus, each affiliate is also fully incorporated in the day-to-day business of the others. GreatBanc Trust’s innovative approach to problem solving directly grows from the personalized and specialized teams whom we assemble and dedicate to each client.