
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
- Strategic alliance with Stonehage Fleming to expand private wealth services into the U.K., Europe, Africa, Canada and the Middle East
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