A True Wealth Management Partnership
You value your reputation and need to be sure that your referrals meet your standard of excellence. Independent and privately owned, Glenmede is a multi-family trust company that provides sophisticated, personalized wealth management.
A Shared Commitment to Clients
At Glenmede, client success is a shared mission. Whether taking the lead or playing a supporting role, we work closely with you to deliver customized, comprehensive wealth planning guidance.
- Low client-to-employee ratio to maintain a personalized level of service
- Dedicated relationship teams tailoring advice and solutions to a client’s unique circumstances
- Discretionary investment and wealth management based on a client’s specific goals
- Agile risk and liquidity management
- Direct access to experienced professionals across the firm
We maintain an undivided focus on investment and wealth management and do not underwrite securities, make loans, or sell insurance products.
Our priority is and always has been to work in the best interests of our clients.
About UsA Seamless Partnership
Coordinating seamlessly with you is how we help create exceptional client experiences and outcomes.
An Integrated Team
Our team-based approach is designed to align our resources in ways that best complement your expertise. Glenmede’s tenured professionals work to become personally familiar with your clients so that they can deliver customized service in collaboration with their existing advisors.
Communication & Transparency
A unified approach to client communication helps us deliver positive outcomes. We are committed to transparency and keep the lines of communication open so that we understand the scope of our responsibilities as well as yours.
A Secure Client Portal
When you partner with us, you can gain access to GlenmedeConnect, our secure client portal that allows you to:
- Safely exchange sensitive files
- View tax documents and statements
- Contact your relationship team
A Full Suite of Wealth Management Services
We believe every client is a universe of one and offer a wide range of innovative solutions to help them meet their unique shorter-term lifestyle needs and reach their longer-term legacy goals.
Our private wealth management services are designed to help grow and protect an individual or family legacy—now and for generations to come. Learn More
We have the resources to help manage complex situations. Whether you represent a family of significant wealth, a private foundation, or a single-family office, our advisors take the time to understand and address their goals and provide a personalized plan. Learn More
In addition to public markets, private investments can provide diversification and return opportunities. With nearly 30 years of experience investing in the private markets, we can help your clients access carefully vetted, reputable asset managers as we help them build balanced portfolios for the long term. Learn More
The many dimensions of wealth often benefit from an integrated approach. Our Goals-Based Wealth framework helps us understand what matters most to your clients so we can guide them on how best to include philanthropic and legacy priorities into their overall wealth plan. Learn More
In addition to our custom performance and benchmarking reports, we offer proprietary research, timely market commentaries and insights, economic and market updates from our CIO, and conference calls, webinars, seminars, and private roundtables with peers. We are comfortable coordinating with outside advisors and maintain regular visits and communication with our partners.
Insightful Guidance
Estate of Affairs with Glenmede is our monthly LinkedIn newsletter that provides timely developments on trust, tax, estate, and wealth planning strategies, highlighting opportunities and considerations.