How We Work with You

Our approach to every client relationship is geared to deliver the highest level of service and give clients direct access to all the expertise and sophisticated advice that we offer. As a Glenmede client, you will have a dedicated team working with—and for—you. In addition to being your “go-to” day-to-day contacts, they will coordinate with your other external advisors to streamline communication and act as quarterback to marshal Glenmede’s extensive subject-specific experts in service of your planning and wealth management needs.

At the outset, individuals and families are strategically paired with a team who brings the full range of our resources to bear on your behalf, and oversees and streamlines all communications and ensures that accountability is always clear.

For individuals and multi-generational families of wealth living in multiple tax and legal jurisdictions, we provide local service and specialized advice to address your complex planning and wealth management needs in the U.S and abroad. 

With eight offices in the U.S, we offer convenient access to your dedicated Glenmede team who coordinates specialized service needs with our network of local tax and legal experts. Through our strategic alliance with Stonehage Fleming, Glenmede clients and family members living in the U.K., Europe, Canada, Africa and the Middle East have access to the international expertise of one of the most widely respected providers of private wealth services in the world.