FROM COMPLEXITY TO CONFIDENCE

Wealth Administration

Glenmede has a deep understanding of the complexities of personal, family and multi-generational family wealth. In addition to offering a robust investment and advisory platform, we provide access to a wide range of administrative services to streamline the financial lives of our clients.

  • Coordinate contact between/among advisors, co-trustees and beneficiaries
  • Prepare reports and maintain records
  • Provide updates at client meetings
  • Administer trust in accordance with trust terms and state statutory requirements
  • Furnish information and communicate with beneficiaries
  • Provide non-institutional trustee and beneficiary education/mentoring
  • Oversee asset, risk and liquidity management
  • Make required distributions to beneficiaries as per trust terms
  • Collect supporting documentation, evaluate and decide on discretionary distribution requests
  • Document discretionary distribution decisions
  • Administer charitable trusts