Your Family Is Our Focus
Founded in 1956 by the Pew Family, our heritage inspires us to treat your family like our family.
We are privileged to serve families whose financial assets have been sustained over generations. Although our clients have diverse backgrounds and needs, we take a long-term approach to managing wealth.
Empowering Your Family’s Purpose
Our mission is to empower the confident pursuit of your purpose, passions, and legacy through integrated wealth management.
A Business of People Serving People
We believe every client is a universe of one, and that our success is defined by your success.
Perfectly Positioned
You require a partner who can deliver customized solutions for your family’s unique circumstances and provide the personalized care each family member deserves. Glenmede’s strength lies in our ability to call on significant resources without compromising our client-focused approach.
About UsHow We Work Together
Drawing on decades of experience working with successful families, our integrated team partners with you and the advisors who support you in the management of complex administration and lifestyle advisory needs.
Wealth Planning and Advice
Identifying and establishing your family’s goals informs how we develop your comprehensive wealth strategy. We begin with our proprietary Goals-Based Wealth Management process.
Investment Management
We provide bespoke investment strategies, build a portfolio that aims to align with your goals and risk tolerance. These strategies may include traditional and non-traditional asset classes and provide unique access to private market opportunities for eligible investors.
Trust and Estate Planning
We strive to preserve and transfer your family’s wealth across multiple generations, making your intentions our foremost priority. Sophisticated knowledge of wealth transfer strategies and deep fiduciary experience position us to help you pursue your long-term goals.
Philanthropy and Wealth Education
Focused on your values, interests, and objectives, we can develop and implement a giving strategy and wealth education curriculum that aligns with your needs.