The Glenmede Difference for Families and Family Offices
Family Office Expertise
Glenmede has over 50 years of experience working with families and family offices. Our service platform was specifically designed to meet the complex needs of families and includes investment management, family wealth advisory and philanthropic services. Despite extraordinary and turbulent market cycles, Glenmede has maintained a client retention rate of 98%.
Our Fiduciary Standard
56 years ago, Glenmede was established to serve as a fiduciary in perpetuity for the Pew Trusts. A fiduciary mindset is part of our DNA -- a core value that drives our singular focus on our clients and frames our responsibility to act in their best interests.
Today, The Glenmede Trust Company, N.A. is a national trust company chartered as a limited-purpose bank by the Office of the Comptroller of the Currency. As such, we are required to act as a fiduciary in the performance of our duties for our clients.
Direct Access to Tenured Professionals
Every client is assigned an investment officer and wealth advisor. This dedicated team streamlines communications, brings the full resources of our organization to bear on each client’s objectives and facilitates direct access to our experts.
Custom Portfolio Construction
Portfolio recommendations, investment strategies and manager selection are tailored to your family’s unique needs. We do not use a generic model or commingled fund approach.
Risk Management Strategies
Our risk management strategies--such as hedge funds and secured options--are designed to address the unique risks associated with a client’s underlying holdings. Each solution is customized to individual client needs and objectives. Once the solution is in place, our in-house team of experts continually monitors and refines each client’s risk exposure based on current market conditions and their changing needs.
At a Glance
- Privately owned and independent firm
- Founded in 1956 as fiduciary of The Pew Trusts
- Over $12 billion in family assets
- 6:1 client-to-employee ratio
- Clients in all 50 states
- Access to managers in both public and private markets
- Comprehensive family wealth advisory platform