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The company you've trusted with your investments also offers family legacy services. So you've come to the right place for the education and guidance your family will need to transfer your wealth successfully.

Legacy Service

Research shows that 90% of family wealth doesn't last past the third generation1 because of inadequate communication, unprepared heirs, and the lack of a collective family vision. We can help your family improve communication, build trust, and increase your chances of beating the odds.

Knowledge center

Looking to take the mystery out of investing wisely and managing your wealth prudently? Read plain-talk explanations of topics ranging from the ABCs of investing to estate planning.


Get information and informed opinions on wealth management and family legacy planning from Vanguard Family Matters leaders and other Vanguard experts.

Roy Williams and Vic Preisser, 2003. Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values. San Francisco, Ca.: Robert D. Reed
Publishers, pp. 36–48.