What we can do for you
Managing a trust can be complex and time-consuming. Whether you already have a trust or are in the process of setting one up, it's important to select the right trustee to oversee it. Since a trust can last for many years, your trustee needs to have the expertise, time, and dedication—as well as your complete confidence—to carry out the long-term obligations of the role.
Vanguard established Vanguard National Trust Company (VNTC) to provide trust administration and investment management services customized to meet your needs, as well as those of your family and other beneficiaries.
What we can do for you
Managing a trust can be complex and time-consuming. Whether you already have a trust or are in the process of setting one up, it's important to select the right trustee to oversee it. Since a trust can last for many years, your trustee needs to have the expertise, time, and dedication—as well as your complete confidence—to carry out the long-term obligations of the role.
Vanguard established Vanguard National Trust Company to provide trust administration and investment management services customized to meet your needs, as well as those of your family and other beneficiaries.
Our unique advantages
When you choose Vanguard National Trust Company, you and your family will benefit from our expertise, leadership, and longevity, as well as these Vanguard advantages:
We can be there whenever you need us—now or in the future
We can serve as your trustee now
We can take on the role of sole trustee, or partner as a co-trustee with another designated co-trustee. In either case we'll serve as both financial advisor and trust administrator.
We can serve as your trustee now
We can take on the role of sole trustee, or partner as a co-trustee with another designated co-trustee. In either case we'll serve as both financial advisor and trust administrator.
We can serve as the financial advisor for your trustee now
The trustee—whether you, a family member, or a friend—will handle the trust's administrative duties. As financial advisor, we’ll provide investment advisory services to your trustee, focusing on risk management, diversification, tax efficiency, and low costs.
We can serve as the financial advisor for your trustee now
The trustee—whether you, a family member, or a friend—will handle the trust's administrative duties. As financial advisor, we'll manage the trust's investments, focusing on risk management, diversification, tax efficiency, and low costs.
We can serve as your successor trustee in the future
We'll step in to become either sole trustee or co-trustee when the need arises.
We can serve as your successor trustee in the future
We'll step in to become either sole trustee or co-trustee when the need arises.
Find out how Vanguard can provide for a variety of your family's trust needs.
Frequently asked questions
Trusts allow your assets to pass to your loved ones after your death without going through probate. Vanguard established VNTC to provide trust administration and investment management services customized to meet your needs, as well as those of your family and other beneficiaries. Our service, financial expertise, and investment philosophy—combined with our reasonable fees and Vanguard's low-cost funds—adds up to an exceptional value for your trust.
Since a trust can last for many years, knowing that your trustee has the knowledge and dedication to conduct the long-term obligations of the role is vital to you and your family. VNTC has a proven history of advocacy for our clients and a compelling reputation as a trusted, candid partner. Our fees are among the lowest in the industry.
A trust must have at least $1 million in assets to qualify for trust services. The governing trust document must be valid under the laws of the 50 United States. You must also accept certain trust administrative provisions for your trust that include, for example, a provision that grants VNTC sole investment discretion over the trust assets.
If you would like us to serve as your successor trustee, you can name VNTC in your trust or other estate planning documents. Note that naming VNTC as a future trustee does not guarantee acceptance. The trust will be reviewed at the time VNTC starts serving as trustee to determine if the trust aligns with VNTC's policies and procedures.
Yes. VNTC can serve as co-trustee alongside your trusted family member or professional.
All investing is subject to risk, including the possible loss of the money you invest.
Trust services are provided by Vanguard National Trust Company, which is a federally chartered, limited-purpose trust company operated under the supervision of the Office of the Comptroller of the Currency.
Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
Certified Financial Planner Board of Standards Inc. owns the certification mark CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.