Private Wealth Family Philanthropy & Education FAMILY PHILANTHROPY & EDUCATION Bringing your values and vision to life For families interested in building a foundation for long-term financial wellbeing and achievement for many generations, our internal and external network of professionals will facilitate individual or family discussions on a range of topics, such as the fundamentals of sound wealth management, the meaning, possibilities and challenges of wealth, or the development of your personal philanthropic vision. Philanthropic advisory services Tenured investment and philanthropic specialists create a collaborative space for families to achieve their financial goals in line with core beliefs and values. We provide guidance to help you implement your giving strategies. Family education and governance advisory services Next-generation wealth owners can experience a wide range of opportunities and challenges associated with significant financial wealth, from learning the basics of finance to perpetuating and building upon the family legacy. We offer tailored educational and networking programs and provide specialized expertise to address your particular history, priorities and interests. Insights WEALTH ADVISORY & PLANNING Intrafamily Loans: A Financial Resource to Consider in a Difficult Economy Loans between family members — called intrafamily loans — can be a low-cost way to assist with purchasing a home, starting a business or paying living costs. Read article TRUSTS & ESTATES Charitable Remainder Trusts: Combining Lifetime Income and Philanthropy Charitable remainder trusts provide an immediate tax deduction for a future charitable gift, while providing an income stream for the grantor, his or her heirs, or others. Read article WEALTH ADVISORY & PLANNING Rethinking Philanthropy Philanthropy is an integral part of the American DNA. Today, individual and family donations exceed corporate and foundation grants by a factor of four. Yet, despite their generosity, fewer than half of U.S. donors have a formal giving plan. Read article Experience the Glenmede difference We welcome an opportunity to learn more about you, your passions and your goals. Contact Laura LaRosa at 215-419-6027, Laura.LaRosa@Glenmede.com, or click the link below. CONTACT US Who We Are Contact Careers Disclosures Terms of Use Website Privacy & Cookies Policy Subscribe to Glenmede Digest for the latest news & trends SUBMIT © 2021 Glenmede. All rights reserved. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. By using this website, you agree to ourWebsite Privacy & Cookies Policy. Cookies Settings Reject All Cookies Accept All Cookies