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.
Preparing your family for wealth transfer
Opening the dialogue through family meetings
Taking an active role in family matters
What's your role in transitioning wealth?
Spouse and partner preparedness assessment (PDF)
Financial education assessment (PDF)
Family mission statement (PDF)
The risk of cognitive decline: Investors’ perception and preparation (PDF)
Investing
Start with the basics, then decide which types of investments suit your goals and investing style.
Vanguard’s Principles for Investing Success (PDF)
How risk, reward & time are related
Asset allocation: Key to your investment climate
Diversification: There's no crystal ball
The risk of different investment types
Finding the right investments for you
Choosing between funds & individual securities
Investment research & commentary
A tale of two decades for U.S. and non-U.S. equity: Past is rarely prologue (PDF)
Vanguard’s framework for constructing globally diversified portfolios (PDF)
The case for low-cost index-fund investing (PDF)
Getting back on track: A guide to smart rebalancing
Vanguard economic and market outlook for 2022: Striking a better balance (PDF)
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
Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.