You Have a Purpose. We Are Your Partner.
Founded in 1956 by the Pew family, Glenmede treats your family and organization with the same enduring fiduciary commitment that established our firm. We integrate goals-based planning, customized multi-asset management, and trust administration.
High-Net-Worth Individuals & Families
Overseeing over $36.8 billion in private client assets, we integrate four vital advisory disciplines into a single customized wealth blueprint.
Goals-Based Wealth Planning
Stochastic cash flow forecasting, retirement horizon modeling, executive compensation advisory (stock options, RSUs, deferred compensation), and wealth distribution planning.
Open-Architecture Investment
Core-satellite portfolio construction pairing proprietary strategies with rigorously vetted external active managers across global equities, municipal fixed income, and private markets.
Trust & Estate Administration
Serving as Sole Trustee, Co-Trustee, or Successor Trustee through The Glenmede Trust Company, N.A., providing fiduciary tax accounting (Form 1041) and multi-generational distributions.
Philanthropy & Family Education
Facilitating intergenerational family assemblies, formalizing family governance charters, and implementing age-appropriate financial literacy curricula to prepare future wealth heirs.
Family Office Services for Complex Multi-Entity Estates ($50M+)
When wealth spans multiple operating companies, real estate partnerships, and philanthropic vehicles, administrative complexity multiplies. Glenmede acts as an extension of your family office or full-service outsourced partner:
- Aggregated Balance Sheet Reporting: Single-pane consolidated reporting tracking private equity capital calls, illiquid assets, liquid custody, and tax liabilities.
- Entity Administration: Complete bookkeeping, cash flow disbursement, and entity compliance for LLCs, family limited partnerships (FLPs), and private foundations.
- Cybersecurity & Lifestyle Advisory: Comprehensive personal security assessments, wire verification protocols, and customized family office staff operational audits.
Business Owners Advisory Across the Enterprise Lifecycle
We bridge the critical divide between your operating enterprise equity and personal family balance sheet.
Starting & Capitalizing
Corporate entity selection, seed capitalization strategy, founder cash flow budgeting, and founder stock tax classification under IRC §83(b).
Purchasing & Scaling
M&A transaction due diligence, senior debt structuring, key-person risk mitigation, and executive retention non-qualified deferred compensation design.
Operating & Growing
Corporate governance frameworks, commercial umbrella liability reviews, treasury liquidity cash sweeps, and 401(k) qualified plan consulting.
Transitioning & Exiting
Pre-liquidity trust planning (GRATs, SLATs, IDGTs), Qualified Small Business Stock (QSBS §1202) optimization, and post-sale legacy diversification.
Delaware Trust Solutions & Jurisdictional Advantages
Operating since 1999 from Wilmington, DE, The Glenmede Trust Company of Delaware delivers premier corporate fiduciary administration leveraging Delaware's specialized Court of Chancery trust jurisprudence:
- Directed Trusts: Bifurcates responsibilities so family advisors retain total investment discretion while Glenmede handles corporate trust custody and accounting.
- Dynasty Trusts: Excluded from the Rule Against Perpetuities, allowing trust assets to compound in perpetuity without generation-skipping transfer (GST) tax.
- Asset Protection Trusts: Statutory self-settled spendthrift trusts safeguarding assets against future creditor claims.
- Silent Trusts: Restricts mandatory disclosure to young beneficiaries, designating independent representatives to protect family privacy.
- Decanting & Non-Judicial Settlements: Modernizing obsolete trust terms or changing tax situs without public courtroom litigation.
Donor-Advised Funds (DAF) & Foundation Management
Maximize your charitable giving while enjoying streamlined tax efficiency. Glenmede's Donor-Advised Fund platform combines the flexibility of private foundations with optimal tax deductibility:
- Immediate Tax Deduction: Receive the maximum allowable charitable deduction in high-income liquidity years while distributing grants over decades.
- Complex Non-Cash Asset Acceptance: Transfer closely held stock, restricted shares, real estate, and partnership interests directly to the DAF without capital gains realization.
- Multi-Generational Successor Advisors: Involve children and grandchildren as successor grant advisors, fostering shared family philanthropic traditions.
Endowments & Foundations Fiduciary Stewardship
An Outsourced Chief Investment Officer (OCIO) platform designed specifically for colleges, private foundations, healthcare systems, and non-profits.
Relieving Volunteer Boards of Day-to-Day Operational Burdens
Volunteer boards and investment committees face mounting compliance pressures, volatile markets, and stringent spending requirements. Glenmede serves as an accountable co-fiduciary:
- Investment Policy Statement (IPS) Formulation: Establishing return targets, risk parameters, and UPMIFA compliance.
- Unitized Sub-Account Accounting: Sophisticated tracking separating restricted endowments, named chairs, and scholarships within a single pooled investment fund.
- Audit Support & Form 990-PF Filings: Providing audit-ready balance sheets and investment schedules directly to your external accounting auditors.
The Glenmede OCIO "T" Test Framework
A rigorous five-point evaluation standard designed for non-profit search committees vetting investment partners:
Transparency
Unbundled, crystal-clear fee schedules without hidden markups, proprietary fund stuffing, or undisclosed sub-advisor fees.
Team
Senior institutional advisors with CFA, CAIA, and CTFA credentials dedicated specifically to the non-profit sector.
Tenure
Decades of institutional stability with industry-leading advisor retention, ensuring board continuity across leadership cycles.
Track Record
Consistent risk-adjusted performance net of fees, preserving purchasing power in perpetuity while funding spending policies.
Tailored Solutions
Every portfolio is custom-engineered to match the organization's unique spending needs, cash flow volatility, and ethical mission.
Ready to Partner with Glenmede?
Connect with our private wealth directors or institutional OCIO consultants to request a formal portfolio review or RFP presentation.
Schedule an Advisory Meeting