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 to provide trust administration and investment management services customized to meet your needs, as well as those of your family and other beneficiaries.

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 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.

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 don't work on commission, so our advice and services focus only on the needs of you, your trust beneficiaries and your family. We also limit the number of clients we serve, so we have more time available to work with each one.

A network of trust & financial professionals

All of our trust and financial professionals hold 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.