Wealth management

Family legacy services

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

Wealth management

Family legacy services

Leave a lasting legacy. Build a strong foundation of preparation and long-term wealth preservation for your family.

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.

800-860-8392

Mon.-Fri., 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?

Research shows that 90% of families fail to successfully transfer wealth past the third generation because of inadequate communication, unprepared beneficiaries, and the lack of a common vision.*

To put this research in context, this means that by the time most clients' grandchildren are grown, their inheritance may be significantly diminished. Legacy planning through Vanguard can help your family prosper and maintain your generational wealth.

See how legacy planning can help your family prosper

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.

Discover the wealth planning trifecta

When you start your holistic wealth planning, there are 3 things you want to consider:

Financial planning
Estate planning
Family legacy planning

Partnering with Vanguard can jump start your journey to preparedness.

Discover the wealth planning trifecta

When you start your holistic wealth planning, there are 3 things you want to consider:

Financial planning
Estate planning
Family legacy planning

Partnering with Vanguard can jump start your journey to preparedness.

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.

Talli Holmes
Head of Family Office

Heather Winslow-Walker
Senior Family Legacy Strategist

Emily Rustemeyer
Family Legacy Specialist

Charlotte McGibbon
Family Legacy Specialist

Meet our family legacy specialists

Head of Family Office

Talli Holmes

Talli began her Vanguard career in 2008, developing executive leadership programs. She’s currently the head of the family office segment and Vanguard Family Legacy Services. She and her teams focus on ensuring Vanguard families have the best chance for multigenerational investment success.

She occasionally teaches a graduate course in leadership and enjoys serving on various local and international nonprofit boards.

Talli earned a bachelor's degree in fine arts from the University of the Arts, an M.A. from Villanova University, and a graduate certificate in counseling from Westminster. She holds the Series 7, 24, and 63 licenses.

Senior Family Legacy Strategist

Heather Winslow-Walker

Heather is a senior family legacy strategist with over 20 years of Vanguard experience. She led the development of Vanguard’s Family Legacy program beginning in 2017 and has been working with families ever since to envision and enact their legacy and prepare for the future. She has an extensive background in education that enables her to design educational programs and facilitate group dynamics.

Heather earned a bachelor's degree in psychology from The University of Pittsburgh. She holds two master's degrees, an M.B.A. and M.Ed., both from The Pennsylvania State University. She received her professional coaching certification from the Institute for Professional Excellence in Coaching.

Family Legacy Specialist

Emily Roesler

Emily specializes in financial education curriculum development, the psychology of money, and the intersection of wealth and interpersonal relationships. She and her team focus on preparing families for successful, multigenerational wealth transfer and financial empowerment.

Before joining Vanguard in 2021, Emily spent more than 7 years in the ultra-high-net-worth field in a variety of relationship management, education, and meeting facilitation roles.

Emily earned a bachelor’s degree in psychology from Calvin University. She holds a master’s degree in clinical counseling with a trauma concentration from The Chicago School of Professional Psychology.

Meet our family legacy specialists

Head of Family Office

Talli Holmes

She occasionally teaches a graduate course in leadership and enjoys serving on various local and international nonprofit boards.

Senior Family Legacy Strategist

Heather Winslow-Walker

Family Legacy Specialist

Emily Roesler

Before joining Vanguard in 2021, Emily spent more than 7 years in the ultra-high-net-worth field in a variety of relationship management, education, and meeting facilitation roles.

Family Legacy Specialist

Charlotte McGibbon

Charlotte began her finance career 5 years ago, working with Vanguard’s high-net-worth families. Her passion for working with people and supporting families led her to her current position as a family legacy specialist. She’s dedicated to empowering families to build a successful legacy plan and preparing the next generation of investors through financial literacy.

Charlotte earned a bachelor's degree in international business from the Fox School of Business at Temple University. She holds her Series 63, 7, and 66 financial licenses.

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

800-860-8392

Mon.-Fri., 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.

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.

Explore our knowledge center

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

Learn more

Explore our knowledge center

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

Learn more

*Roy Williams and Vic Preisser, 2003. Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values. San Francisco, Ca.: Robert D. Reed Publishers, pp. 36–48.