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Trust services

Vanguard can help simplify the responsibilities of administering and investing assets within a trust.

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.

A confident-looking woman carrying a laptop walks down the hall of an office. Two other employees meet in the background.
A confident-looking woman carrying a laptop walks down the hall of an office. Two other employees meet in the background.

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.

Find out how Vanguard can provide for a variety of your family's trust needs.

Call us at 800-814-6203

Mon-Fri., 8:30 a.m. to 5 p.m., Eastern time

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:

Client-first focus

We model our trust services after Vanguard's mission—to take a stand for all investors, treat them fairly, and give them the best chance for investment success.

Exceptional value

Our outstanding service, world-class financial expertise, and proven investment philosophy, combined with our reasonable fees and Vanguard's low-cost funds, adds up to unparalleled value for your trust.

Personal attention & advice

Our trust professionals provide advice that is tailored to the needs of you, your trust beneficiaries and your family.

A network of trust & financial professionals

Most of our trust and financial professionals hold, or are working toward obtaining, advanced degrees and/or certifications, such as Certified Financial Planner™ or Certified Trust and Financial Advisor designations, so you'll have a team of knowledgeable, experienced wealth planners and trust specialists working for you.

We can be there whenever you need us—now or in the future

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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.

A father and son are smiling while laying in bed

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.

A father and son exchange a high five while the mother looks on in the family kitchen.
A father and son exchange a high five while the mother looks on in the family kitchen.

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.

A man and a woman hug while others in their group look on and smile.

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.

A man and a woman hug while others in their group look on and smile.

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.

Want to learn more?

Call us at 800-814-6203

Mon-Fri., 8:30 a.m. to 5 p.m., Eastern time

Frequently asked questions

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.