Wealth brings with it the responsibility to handle complex financial matters.
Being unprepared can make an already stressful situation even more difficult, so take steps now to get the information and guidance you'll need.
We can help each family member learn about the importance of wealth planning and find educational resources that can help now and in the future. Family members who understand investing principles and wealth management can use those skills to take care of themselves, help fulfill the purpose of the family's wealth, and carry on the family legacy.
Talk with your Vanguard team.
Call 800-860-8392
Mon.-Fri., 8 a.m. to 8 p.m., Eastern time
Talk with your Vanguard team.
Call 800-860-8392
Mon.-Fri., 8 a.m. to 8 p.m., Eastern time
Wealth management
We offer a variety of resources—on a range of topics—designed to help you.
Investing
Start with the basics, then decide which types of investments suit your goals and investing style.
Vanguard Family Legacy Services
We're here to help. Talk with your Vanguard team.
Call 800-860-8392
Mon.-Fri., 8 a.m. to 8 p.m., Eastern time
Log in to view your account or schedule time to talk with your relationship team
Vanguard Family Legacy Services
We're here to help. Talk with your Vanguard team.
Call 800-860-8392
Mon.-Fri., 8 a.m. to 8 p.m., Eastern time
Log in to view your account or schedule time to talk with your relationship team
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