Wealth Advisory

We believe that families are best served when everyone—family members, their attorneys, accountants and other advisors and their Glenmede team—work toward the same goals. Your Glenmede Relationship Manager will direct this dynamic process: helping your family identify meaningful lifestyle, legacy and philanthropic goals; translating those goals into a comprehensive management and investment plan; working with your outside advisors to ensure the right vehicles are identified and monitoring systems are in place; and conducting ongoing review and family education to adapt to changing needs while preparing next generations for responsible stewardship.

To achieve these goals, Glenmede provides services in diverse areas, including:

  • Financial, Wealth and Tax Planning
  • Wealth Structuring and Estate Planning
  • Fiduciary and Trustee Services
  • Philanthropic Services
  • Family Continuity and Education
  • Risk and Liability Management
  • Succession Planning
  • Estate Settlement
  • WealthView: Glenmede's Online Planning Tool
  • Multi-National and Cross-Border Needs