Wealth management

Family legacy planning services

Leave a lasting legacy. Build a strong foundation of long-term wealth preservation and prepare the next generation for their future.

What is family legacy planning?

Legacy planning goes beyond transferring and distributing your wealth according to your wishes. Successful legacy planning prepares your family members to receive and steward an inheritance. Family preparation for future wealth transfer often works along a continuum.

Discover the wealth planning trifecta

When you start your holistic wealth planning, there are 3 things you want to consider:

Partnering with Vanguard can jump start your journey to preparedness.

You’ve worked hard for what you’ve built.
Let’s continue your legacy.

Call 866-226-2759
Monday through Friday, 8 a.m. to 8 p.m., Eastern time

Family preparedness continuum

On one end of the continuum, family preparedness focuses on readying yourself and your immediate family members for advancing life stages, a critical exercise for all families regardless of wealth level.

At the opposite end of the continuum, family legacy refers to preparing family members for wealth transfer across multiple generations.

Family preparedness continuum

At the opposite end of the continuum, family legacy refers to preparing family members for wealth transfer across multiple generations.

Why is family legacy planning important?

At Vanguard, we believe that preparing those who will be receiving the wealth is just as important as preparing the assets. It’s not unusual for families to wait too long to start communicating, educating, and preparing beneficiaries for this transition. Family Legacy Services helps families proactively prepare for wealth transfer by facilitating conversations that crystalize your values-based vision, assess the strengths and opportunities in your planning, and engage beneficiaries in the planning process.

See how legacy planning can help your family prosper

How Vanguard can help your family prosper across generations

Starting the conversation can be difficult, but we’re here to guide you and your loved ones through hard topics. We can create a strong base for successful wealth transfer which requires providing your beneficiaries with the knowledge and tools they need to thrive.

Family legacy planning through Vanguard can:

Open up conversation about wealth transfer in a safe way.

Support spouses and partners in thinking through future plans for transitioning wealth.

Help you articulate your future family vision.

Educate beneficiaries on investment and wealth management concepts.

Prepare upcoming generations for future roles and responsibilities.

Create family infrastructure to support ongoing planning and communication.

Meet our family legacy specialists

Our team works closely with families to plan the legacy they wish to leave their loved ones, including their values, stories, and traditions. This foundation complements the financial planning process to ensure an integrated approach to family wealth planning.

Senior Family Legacy Strategist

Heather Winslow-Walker

Heather is a senior family legacy strategist with over 20 years of Vanguard experience. She led the development of Vanguard’s Family Legacy program beginning in 2017 and has been working with families ever since to envision and enact their legacy and prepare for the future. She has an extensive background in education that enables her to design educational programs and facilitate group dynamics.

Heather earned a bachelor's degree in psychology from The University of Pittsburgh. She holds two master's degrees, an M.B.A. and M.Ed., both from The Pennsylvania State University. She received her professional coaching certification from the Institute for Professional Excellence in Coaching.

Family Legacy Client Manager

Jennifer Bailey

Jennifer “Jen” Bailey is a Family Legacy Client Manager, at the Vanguard Group with 24 years of Vanguard experience. Jen has spent 15 years of her career at Vanguard in a learning and development role working as a facilitator, learning consultant and leader of a design team. Jen facilitated for Vanguard’s University for over 10 years. During that time, she was an expert certified facilitator in Crucial Conversations, Generations in the Workplace, Coaching and Communications courses among many other topics.

Jen has a degree in education with a concentration in psychology from West Chester University. She has had roles at Vanguard and outside of Vanguard counseling families and employees. In her time outside of work, Jen serves as a facilitator for the Association for Talent Development helping professionals obtain adult learning, instructional design, and facilitation certifications.

Senior Family Legacy Strategist

Heather Winslow-Walker

Family Legacy Specialist

Emily Roesler

Emily specializes in financial education curriculum development, the psychology of money, and the intersection of wealth and interpersonal relationships. She and her team focus on preparing families for successful, multigenerational wealth transfer and financial empowerment.

Before joining Vanguard in 2021, Emily spent more than 7 years in the ultra-high-net-worth field in a variety of relationship management, education, and meeting facilitation roles.

Emily earned a bachelor’s degree in psychology from Calvin University. She holds a master’s degree in clinical counseling with a trauma concentration from The Chicago School of Professional Psychology.

Heather

Heather

Family Legacy Specialist

Emily Roesler

Before joining Vanguard in 2021, Emily spent more than 7 years in the ultra-high-net-worth field in a variety of relationship management, education, and meeting facilitation roles.

Family Legacy Specialist

Jess Rickert

Jess Rickert is a family legacy specialist in Vanguard Personal Advisor Wealth Management™ where she specializes in bridging the communication gap between generations of family members. Jess joined Vanguard in 2013 and previously served as a relationship manager, ensuring her clients' goals were reflected in all areas of wealth planning. Prior to Vanguard, she studied music therapy and worked in market research. She earned a B.S. in international business from the University of North Carolina at Greensboro. She also holds the FINRA Series 7 and 66 securities licenses.

You’ve worked hard for what you’ve built.
Let’s continue your legacy.

Call 866-226-2759
Monday through Friday, 8 a.m. to 8 p.m., Eastern time

Want to learn more about family legacy planning?

Family legacy planning

Legacy planning prepares your family members to receive and take care of their inheritance.

Preparing your family to inherit wealth

Learn how you can ensure a successful transfer of your wealth to your loved ones, establishing a legacy for years to come.

Family legacy planning services

What is family legacy planning?

Discover the wealth planning trifecta

You’ve worked hard for what you’ve built. Let’s continue your legacy.

Family preparedness continuum

Family preparedness continuum

Why is family legacy planning important?

How Vanguard can help your family prosper across generations

Open up conversation about wealth transfer in a safe way.

Support spouses and partners in thinking through future plans for transitioning wealth.

Help you articulate your future family vision.

Educate beneficiaries on investment and wealth management concepts.

Prepare upcoming generations for future roles and responsibilities.

Create family infrastructure to support ongoing planning and communication.

Meet our family legacy specialists

You’ve worked hard for what you’ve built. Let’s continue your legacy.

Want to learn more about family legacy planning?

Preparing your family to inherit wealth

You’ve worked hard for what you’ve built.
Let’s continue your legacy.

You’ve worked hard for what you’ve built.
Let’s continue your legacy.