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Wealth management for you & your family

You'll get the support and exclusive services you deserve as a Flagship Select client.

Personal attention

Your wealth isn't just about money—it's about your family's future and your legacy. There's a lot depending on the protection of your wealth, and we're here to help. At Vanguard, you'll have a relationship team to support you and provide you with the personal attention a high-net-worth investor deserves.

And know that, as your assets with us increase—from $5 million to $50 million and beyond*—your team will expand too, providing you with the additional support you need.

Simplify wealth's complexities

We'll give you the tools and support to help you succeed. Offered through Vanguard Personal Advisor Services® for a low fee, we can also help you navigate the complexities of wealth management by providing expertise in areas like investment advice, wealth and estate planning, trust services, family legacy planning, tax strategies, and philanthropy. We'll also work with your family office and other third parties to make doing business as easy as possible.

All of these services, combined with personal attention and the opportunity to expand your relationship team to include a dedicated financial advisor from Vanguard Personal Advisor Services, will help empower your family and simplify the complexities that come with significant wealth.

Your relationship team will partner with you to understand your plans and goals for your wealth. Based on your personal needs, they'll coordinate support from experts in a range of areas.

A graphic showing all of the wealth management services available to you through your relationship team.

Why Vanguard is different

Unlike any other investment company, Vanguard was built to create wealth only for you, our clients. We have no outside owners, which means we have no shareholders to placate.

You can benefit from the results of our client focus: stability, transparency, a long-term perspective, rigorous risk management, low costs, and a commitment to your best interests.

Vanguard Flagship Select Services

Interested in Flagship Select Services®? Speak with a specialist who's experienced with helping high-net-worth clients.

Call 844-671-8108

Monday through Friday
8 a.m. to 8 p.m., Eastern time


Partner with a Vanguard advisor

Take advantage of ongoing advice for your entire portfolio.

Rely on Vanguard for trust services

See how our team of specialists can help administer and manage your trust.

Achieve your philanthropic goals

Interested in learning about the charitable options available to you?

REFERENCE CONTENT

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See what Vanguard assets qualify for these services

To determine eligibility, we first calculate your individual qualifying assets. If applicable, we determine final eligibility by combining the qualifying assets of clients who share your residential address.*

What is a qualifying asset?

  • Any assets under management of Vanguard Personal Advisor Services.™
  • Vanguard mutual funds and Vanguard ETFs held in certain personal, corporate, and organizational accounts qualify. These account types include:
    • Individual non-retirement.
    • Education savings accounts.
    • IRAs.
    • Joint.
    • Trust.
    • Custodian/guardian.
    • UTMA/UGMA.
    • Estate.
    • Sole proprietorship.
    • Single-participant SEP IRA plans.
    • Corporate.
    • Partnership.
    • Exempt/Non-Exempt Unincorporated Organization.
    • Hospital.
    • School Distrist/Political.
    • Endowment.
    • Foundation/Family Foundation.

Note: Vanguard assets in the following accounts may be included in eligibility determination if you also have a personal account holding Vanguard mutual funds or Vanguard ETFs:

  • Vanguard 529 Plan.
  • Multi-participant SEP IRA plans.
  • SIMPLE IRA.
  • i401k.
  • 403(b).
  • Employer-sponsored retirement plans for which Vanguard provides recordkeeping.

Assets held in other account types are not eligible to be included in service eligibility determination.

Review of qualifications

Your qualification criteria, such as asset level, is reviewed periodically and could change at any time. If you continually fail to meet the applicable qualification criteria, Vanguard reserves the right to discontinue your enrollment in any of these services or reassign you to the appropriate service level, without prior notification.

Vanguard also reserves the right to amend or cancel selected features and benefits at any time without prior notification.

In addition, ongoing access to individual services, discounts, and exemptions is subject to periodic review and may be restricted, based upon criteria established solely by Vanguard. While these services are complimentary, some underlying services may charge fees and expenses. Vanguard does not guarantee any level of service.

*Business and other non-residential addresses are not eligible for aggregation when determining service levels.