Greenlight gives families and individuals control of their expenditures, investments, philanthropic goals and more. By consolidating communication, documentation, and due diligence Greenlight brings clarity and efficiency to the decision-making pipeline. Families and their teams can securely access critical information to make better decisions together.

Highly customizable approval processes that adapt to your workflows. Implement best practices, keep everyone in your life aligned, and give back control of key decisions to the family and avoid surprises and expensive mistakes