Glenmede

Glenmede was founded in Philadelphia in 1956, originally as a trust company to manage the Pew family's wealth. That origin shapes everything about how the firm operates today: privately owned, independent, and structured around fiduciary obligation rather than product distribution. The firm maintains a four-to-one client-to-employee ratio, a figure it cites directly as the structural basis for the depth of service it provides to each client relationship.

For family offices and ultra-high-net-worth families, Glenmede offers an integrated service model that combines investment management, trust administration, and financial planning under one relationship team. The firm's family office practice specifically addresses multi-generational wealth, with capabilities that include:

• Trust structuring (GRATs, SLATs, QPRTs, dynasty trusts, ILITs, DAPTs, and charitable trusts)
• Estate and gift tax planning with a focus on transfer efficiency across generations
• Investment management across public markets and fixed income
• OCIO services for endowments and foundations
• Succession and business continuity planning

Glenmede operates nine US offices, covering Philadelphia, New York, Princeton, Washington DC, Wilmington, Cleveland, Pittsburgh, Northern NJ, and Palm Beach. Each office is led by a regional director with deep local roots and institutional backgrounds. The firm does not publish pricing publicly, and its services are not offered outside the United States. Families seeking a single-provider model for trust administration, investment oversight, and planning will find Glenmede well-positioned, but those requiring non-US domicile structures, technology-driven reporting tools, or institutional alternatives access should evaluate whether the firm's scope matches their needs.

• Multi-generational wealth planning and trust administration
• Investment management for high-net-worth individuals and families
• Family office services including estate and gift tax planning
• OCIO services for endowments and foundations
• Charitable giving strategy and planned gift structuring
• Succession and business continuity planning

• Revocable and irrevocable trust structuring (GRATs, SLATs, QPRTs, ILITs, dynasty trusts, DAPTs, DING trusts)
• Charitable trust options including CRTs and CLTs
• Estate and gift tax exemption planning
• Fiduciary Practices Committee overseeing administrative standards
• Investment Policy Committee oversight
• Fixed income portfolio management
• Donor cultivation and stewardship advisory for nonprofits
• Outsourced CIO (OCIO) for endowed nonprofits
• Regional client teams with dedicated relationship managers
• Separate Delaware trust company entity for Delaware-specific trust structures

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated relationship managers in each regional office, reachable by phone and email.