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.
Discover the wealth planning trifecta
When you start your holistic wealth planning, there are 3 things you want to consider:
Partnering with Vanguard can jump start your journey to preparedness.
You’ve worked hard for what you’ve built.
Let’s continue your legacy.
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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.
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Family Legacy questions answered by a Vanguard expert.
How do we define Family Legacy Services?
So you may have prepared your assets for your family – but have you prepared your family to receive the assets?
If you have any concerns about how ready your beneficiaries may be to inherit and safeguard your wealth, that’s where Family Legacy Services comes in.
From communicating the details of your estate plan and educating your family on key financial concepts, to sharing your values and agreeing on a family vision.
All of these things are important to preserve your legacy.
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:
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.
Senior Family Legacy Strategist
Family Legacy Specialist
Senior Family Legacy Strategist
Family Legacy Specialist
- Heather
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?
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.