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

Principles for investing success

Investing wisely shouldn't be confusing. These 4 guidelines will help you focus on the things you can control.

Get more from Vanguard

✓ Custom financial plan
✓ Ongoing portfolio management
✓ Investment coaching
✓ Real-time goal tracking
✓ All at a low cost

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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