家族办公室服务
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
我们的使命是通过综合财富管理，让您自信地追求目标、激情和遗产。
为人民服务的企业
我们相信，每个客户都是一个宇宙，我们的成功取决于您的成功。
完美定位
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.
财富规划与建议
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.
投资管理
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.
信托与遗产规划
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.
Glenmede Private Wealth 非常荣幸有机会与您合作。
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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