Family legacy planning services

Leave a lasting legacy. Build a strong foundation of long-term wealth preservation and prepare the next generation for their future.

What is family legacy planning?

Legacy planning goes beyond transferring and distributing your wealth according to your wishes. Successful legacy planning prepares your family members to receive and steward an inheritance. Family preparation for future wealth transfer often works along a continuum.

You’ve worked hard for what you’ve built.
Let’s continue your legacy.

Call 866-226-2759
Monday through Friday, 8 a.m. to 8 p.m., Eastern time

Family preparedness continuum

On one end of the continuum, family preparedness focuses on readying yourself and your immediate family members for advancing life stages, a critical exercise for all families regardless of wealth level.

At the opposite end of the continuum, family legacy refers to preparing family members for wealth transfer across multiple generations.

Family preparedness continuum

On one end of the continuum, family preparedness focuses on readying yourself and your immediate family members for advancing life stages, a critical exercise for all families regardless of wealth level. 

At the opposite end of the continuum, family legacy refers to preparing family members for wealth transfer across multiple generations.

Why is family legacy planning important?

At Vanguard, we believe that preparing those who will be receiving the wealth is just as important as preparing the assets. It’s not unusual for families to wait too long to start communicating, educating, and preparing beneficiaries for this transition. Family Legacy Services helps families proactively prepare for wealth transfer by facilitating conversations that crystalize your values-based vision, assess the strengths and opportunities in your planning, and engage beneficiaries in the planning process.


How Vanguard can help your family prosper across generations

Starting the conversation can be difficult, but we’re here to guide you and your loved ones through hard topics. We can create a strong base for successful wealth transfer which requires providing your beneficiaries with the knowledge and tools they need to thrive.

Family legacy planning through Vanguard can:

Open up conversation about wealth transfer in a safe way.

Support spouses and partners in thinking through future plans for transitioning wealth.

Help you articulate your future family vision.

Educate beneficiaries on investment and wealth management concepts.

Prepare upcoming generations for future roles and responsibilities.

Create family infrastructure to support ongoing planning and communication.

Meet our family legacy specialists

Our team works closely with families to plan the legacy they wish to leave their loved ones, including their values, stories, and traditions. This foundation complements the financial planning process to ensure an integrated approach to family wealth planning.

Jennifer Bailey

Family Legacy Client Manager

Jess Rickert

Family Legacy Specialist

Emily Roesler

Family Legacy Specialist

You’ve worked hard for what you’ve built.
Let’s continue your legacy.

Call 866-226-2759
Monday through Friday, 8 a.m. to 8 p.m., Eastern time

Want to learn more about family legacy planning?

Family legacy planning

Legacy planning prepares your family members to receive and take care of their inheritance.

Explore our knowledge center

Understanding investing principles and wealth management can help preserve your legacy and benefit your family for generations.

Preparing your family to inherit wealth

Learn how you can ensure a successful transfer of your wealth to your loved ones, establishing a legacy for years to come.