A Personalized Approach to Managing Wealth

This content is made possible by our sponsors. Learn how to publish your content with us. A Personalized Approach to Managing Wealth November 12, 2026 | By Glenmede Share Facebook X Linkedin Print Copy URL Prefer us on Google Wealth is personal. The life it supports, the opportunities it creates, and the responsibilities it carries are different for every family. And as wealth grows more complex, the decisions surrounding it become increasingly interconnected. Your wealth plan should be comprehensive and encompass your goals. A top priority when creating an effective plan should be determining your unique wealth goals, whether that’s maintaining your current lifestyle or supporting a cause you believe in. Your objectives should determine an optimal financial path aligned with your needs. Managing decisions about your wealth plan requires more than expertise in any one area. It requires an understanding of how they fit together and, more importantly, what a family ultimately wants its wealth to accomplish. That perspective has shaped Glenmede’s approach to private wealth management for decades. Founded in 1956 to serve the charitable and financial interests of the Pew family, Glenmede today works with individuals and families at different stages of their wealth journeys, from those experiencing significant financial success for the first time to families stewarding wealth across generations. While their circumstances may differ, the starting point is the same: understanding the family. Depending on a family’s needs, that team may bring together wealth advisors, portfolio managers, wealth planners, philanthropic advisors, and other specialists. Rather than addressing investments, planning, trusts or philanthropy independently, these professionals work together to help clients understand how decisions in one area may affect another. Consider a family preparing to transfer wealth to the next generation. The conversation may begin with an estate-planning question but quickly expands. How much can the family comfortably transfer while maintaining its lifestyle? How should assets be invested across generations? What role should philanthropy play? Are heirs prepared for the opportunities and responsibilities ahead? There may not be one simple answer. But there is value in asking these questions together. Glenmede’s proprietary goals-based approach brings these interconnected considerations into a cohesive framework centered on each family’s priorities and long-term objectives. By considering lifestyle needs, legacy, and philanthropic aspirations alongside investments, risk, and planning strategies, clients can make decisions with a clearer understanding of both their immediate and long-term implications. And those decisions are not made once. Families evolve. Markets change. New generations take on greater responsibility. Priorities that felt important a decade ago may look different today. The value of a long-term wealth partner is not simply having a plan. It is having people who understand the thinking behind it and can help a family adapt while keeping sight of what matters most. Because ultimately, wealth management is not only about managing assets. It is about helping families make thoughtful choices about what their wealth can make possible. For more information about Private Wealth, visit glenmede.com or contact Scott W. McGough, CFA, CFP ® , Regional Director for Glenmede Private Wealth at 215-419-6937. This material is provided solely for informational and/or educational purposes, does not provide any financial, investment, tax, legal or other advice, and should not be construed as a recommendation to take any particular course of action. Any potential outcome discussed, including but not limited to performance, legislation or tax consequence, ultimately may not occur. The information presented is current as of the date of publication and is subject to change. Readers should contact Glenmede or consult with a financial, investment, tax, legal, or other advisor if they have any questions about this material or want advice or more information. Glenmede https://www.glenmede.com/private-wealth-management/ https://www.glenmede.com/about-us/#scott-mcgough