Family Office Services
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, varying needs, and wide-ranging complexities, you approach your wealth similarly: with a long-term perspective.
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 family office services and customized solutions for your family’s unique circumstances, but who can also provide the personalized care each family member deserves. Glenmede’s strength lies in our ability to leverage our size without sacrificing our client-focused approach.
Wealth Planning & Advice
Identifying and establishing your family’s goals informs how we strategically develop your comprehensive wealth plan. We begin with our proprietary Goals-Based Wealth Management process.
Investment Management
We provide bespoke investment strategies and build your portfolio to align with your goals and risk tolerance. These strategies consist of both traditional and non-traditional asset classes and provide unique access to private market opportunities.
Trust & Estate Planning
With your family’s best interests at the forefront, we are focused on preserving and transferring your family’s wealth across multiple generations. Sophisticated wealth transfer planning combined with deep fiduciary knowledge and expertise positions us to be your family’s ideal partner in achieving your long-term goals.
Philanthropy & Wealth Education
Focused on your values, interests and objectives, we develop and implement a giving strategy and wealth education curriculum that aligns with your needs.
Glenmede Private Wealth is privileged to have the opportunity to partner with you.
What are family office services?
Family office services usually include customized wealth and investment management solutions for your family’s unique circumstances through personalized care. A good family office manager should provide an experienced team that works closely with you and the advisors who support you to create a plan that aims to help your family achieve its goals.
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