Family Offices
Personalized investment management and advice, with the utmost privacy and control. Historically these are the benefits that family offices have provided to their clients. Today, challenges such as market volatility, talent retention, cost efficiencies and regulatory reform are causing many single- and multi-family offices to look for alternative means of meeting families’ needs.
As a trust company founded to manage the assets of the Pew family’s charitable interests, Glenmede has a deep understanding of the complexities of multi-generational family wealth. In addition to offering a robust investment platform, we provide access to a wide range of planning, advisory, and trusteeship services, consolidated reporting as well as solutions for family education and generational issues.
Whether our clients want to outsource investment management or need a full family office platform, Glenmede provides a unique alternative to a dedicated family office alongside the benefits of a sophisticated investment platform.
At a Glance
- Privately owned and independent firm
- Founded in 1956 as fiduciary of The Pew Trusts
- Over $12 billion in family assets
- 6:1 client-to-employee ratio
- Clients in all 50 states
- Access to managers in both public and private markets
- Comprehensive family wealth advisory platform