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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 with advice & experts

You'll have the services available to help you succeed, including investment advice, wealth and estate planning, trust services, tax strategies, family legacy planning, and philanthropic planning. 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

Eligibility is based on total household assets held at Vanguard, with a minimum $5 million to qualify for Vanguard Flagship Select Services. We determine eligibility by aggregating assets of all qualifying accounts held by you and your immediate family members who reside at the same address.

Assets that qualify

  • Vanguard mutual funds.
  • Vanguard ETFs®.
  • Certain annuities through Vanguard.
  • The Vanguard 529 Plan.
  • Certain small-business accounts.

Note: Assets in employer-sponsored retirement plans for which Vanguard provides recordkeeping services may be included in determining eligibility if you also have a personal account holding Vanguard mutual funds or Vanguard ETFs.

Assets that don't qualify

  • Stocks.
  • Bonds.
  • CDs.
  • Non-Vanguard mutual funds.
  • Non-Vanguard ETFs.

We review qualifications periodically

The qualification criteria (for example, asset levels) is reviewed periodically and could change at any time. Vanguard reserves the right to discontinue enrollment in any of these services or reassign any investor, without prior notification, to the appropriate service level if the investor fails to continue to meet the applicable qualification criteria. Vanguard reserves the right to amend or cancel selected features and benefits at any time without prior notification.

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