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Family office wealth management services

You put families first. We do too.

We understand that you've been entrusted with managing the financial and personal affairs of your family or the families you represent. You provide multigenerational financial education, support family governance, manage investment portfolios, and coordinate financial transactions. But most importantly, you advocate for others.

We share your passion for doing what's right. Together, we help families achieve their long-term goals.

Premier services

When you partner with an experienced team of Vanguard experts, you'll receive the personalized services and support you need to successfully manage and preserve wealth over the long term. A dedicated team of family office experts will help you navigate the complexities of the portfolios you oversee and coordinate the resources you need to reach your goals. Our premier services include what's below, and so much more:

  • A broad selection of high-performing, low-cost investments, including index funds, active funds, and ETFs.*
  • Complete brokerage services.
  • Guidance on fulfilling philanthropic goals through charitable trusts, foundations, and donor-advised funds.
  • In-depth family legacy planning, including exclusive programs.

A seamless experience

We're committed to building a long-term relationship with you that's based on the mutual goal of helping families achieve a legacy of enduring investment success. We welcome the opportunity to partner with you to coordinate services with other experts and trusted advisors to create the best possible experience for both you and the unique families you support.

Best-in-class investment offerings

Since 1975, we've earned the trust of individual and institutional investors by offering a variety of high-performing, low-cost funds. Our unique client-ownership structure allows us to return profits to our fund shareholders in the form of lower expenses. Vanguard is owned by its funds, which in turn are owned by shareholders—a structure that makes it possible for us to put our investors' interests first.

Partner with us today

Call 844-850-2152 to speak with Talli Sperry, the head of our family office wealth management team, for guidance on how you can benefit from our exclusive services.

Learn more

Our personalized services start with your very first call.
Call 844-850-2152 to speak directly with Talli Sperry, the head of our family office wealth management team.

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