Personal and Family Advisory Services

Based on your situation and needs, Glenmede often provides a personal administrator to offer advice and counsel on the non-investment elements of your financial life. This administrator is cognizant of all aspects of your financial affairs and how they interact with each other. Your administrator is there to help keep your financial world organized and guide you through life events that affect the well-being of you and your family.

Planning Services

  • Personal Financial Planning
  • Estate Planning
  • Charitable Planning
  • Retirement Planning

Fiduciary Services

  • Trust Administration
  • Will and Trust Review
  • Estate Administration/Settlement
  • Delaware Tax Advantage

Tax Services

  • Fiduciary Income Tax Returns
  • Estate and Gift Tax Returns
  • Personal Income Tax Returns
  • Generation Skipping Tax Returns

Wealth Management Services

  • Account Consolidation
  • Philanthropic Advisory
  • Intergenerational Planning and Advice
  • Family Education
  • Cash Management
  • Risk Management
  • Succession Planning