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