The Glenmede Difference for Family Offices
Family Office Experience
Glenmede has over fifty years of experience working with families and family offices. Our service platform was specifically designed to meet the complex needs of families and includes investment management, family wealth advisory, and philanthropy.
Superior Investment Performance
Glenmede’s goal is to grow capital and preserve assets. Our portfolios are designed to participate in up markets and minimize risk in downturns.
History and Culture of Innovation
By leveraging strategies developed to support large institutional clients, families have unique access to our wide range of new, relevant and innovative investment ideas and opportunities.
Independence and Stability
Founded to serve the Pew family’s charitable interests in perpetuity, Glenmede has been privately owned since its inception.
Singular Focus, Objective Advice
We are solely focused on investment and wealth management; we do not underwrite securities, make loans, or sell insurance products. Glenmede is free from conflicts of interest. Families can be assured of receiving our best thinking focused solely upon their needs.
Access to Expertise
Our stability and independence attracts and retains exceptional professionals seeking small firm client-to-employee ratios and large firm access to asset classes and services. On average, our staff has more than 15 years of experience.
Personalized Approach
Our relationship is tailored to family needs; we don’t expect clients to fit into pre-designated models or strategies. We’ll develop an investment policy, asset allocation and manager selection that fits individual investment goals.
Safety and Security
The Glenmede Trust Company, N.A. is a national trust company chartered as a limited-purpose bank by the Office of the Comptroller of the Currency (OCC). As such, we are required to act as a fiduciary in the performance of our duties for our clients and the safekeeping of our clients’ accounts.