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Perspectives

Vanguard leaders and specialists offer their insights on wealth management and family legacy planning.

Legacy planning


How family meetings can support your wealth and legacy plans

Ashley Parriott

Meetings provide a practical and sustainable framework for families to talk about complex financial questions … Read more

Family movie night offers a lesson in managing wealth across generations

Heather Winslow-Walker

What an 8-year-old left to fend for himself can teach us about the successful transfer of wealth … Read more

Personal finance


Preparing your kids for financial success—an age-based guide

Paul White

Take advantage of teachable moments to prepare your children … Read more

Make financial planning a team effort

Sarah Hind

Financial planning with your partner can help ensure alignment and confidence along the way … Read more

Talking to your kids about wealth: How & when to begin

Jill Marshall

Have money conversations sooner rather than later … Read more


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REFERENCE CONTENT

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Vanguard's approach to preserving your family's legacy