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The Glenmede Trust Company, N.A.The Glenmede Trust Company, N.A.

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      • Who We Are
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      • Our Offices
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    • Contact
    • Our Difference
    • How We Work with You
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      • Investment Management
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    • Impact Investing
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      • Religion & Faith
      • Investing Playbook
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    A FOUNDATION OF STABILITY.
    A VISION FOR OPPORTUNITY.

    ESTATE PLANNING: BENEFICIARY DESIGNATIONS

    Depending on the asset, beneficiary designations provide an initial source of liquidity for named beneficiaries until an estate is settled and fully distributed. 
     

     

    GOALS-BASED WEALTH: ESTABLISHING GOALS & PREPARING A BALANCE SHEET

    Establishing wealth goals and preparing a personal balance sheet are the first steps in developing a comprehensive goals-based wealth management plan. 

     

    TRUST & ESTATES: GRANTOR RETAINED ANNUITY TRUSTS

    A Grantor Retained Annuity Trust (GRAT) is a compelling tax-efficient strategy individuals and families can use to transfer wealth to their beneficiaries.

     

    A LINEAGE OF EXPERTISE:THE GLENMEDE DIFFERENCE

    FOUNDED ON IDEALS:OUR HISTORY

    BUILT ON IDEAS:OUR PEOPLE

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