Wealth management

Family office services

World-class, holistic services customized to the needs of your family office.

Dedicated to your needs

Family offices deserve dedicated professionals who provide exceptional service. That’s why we focus on centralizing your Vanguard relationship to provide a seamless experience. Our team is always ready to support your day-to-day needs in the most efficient way. 

Dedicated to your needs

Family offices deserve dedicated professionals who provide exceptional service. That’s why we focus on centralizing your Vanguard relationship to provide a seamless experience. Our team is always ready to support your day-to-day needs in the most efficient way. 

Contact our team

844-850-2152

Mon.-Fri., 8 a.m. to 8 p.m.,
Eastern time

Why we’re different

We don’t make a profit for private company owners and we aren’t publicly traded—there’s no pressure to increase our stock price because we don’t have shareholders. We’re unique. Our 30 million investors own the funds that own our company, so your goals are our goals.

Our investment approach

Get more value for your office with our lineup of mutual funds, ETFs (exchange-traded funds), and strategic portfolios.

We’ve been perfecting our benchmark selection and tracking skills every day since we first launched our index funds for individual investors in 1976. Our premier family office service gives you access to Institutional and Institutional Plus Shares of certain mutual funds.*

Over the past decades, we’ve built sustainable, scaled, and successful index funds. Our performance speaks for itself.

View our list of index mutual funds

Performance of Vanguard mutual funds whose returns beat their peer-group averages as of December 31, 2019


For the 1-year period, 165 of 252 Vanguard index funds outperformed their peer group averages. For the 5-year period, 196 of 219 Vanguard index funds outperformed their peer group averages. For the 10-year period, 122 of 143 Vanguard index funds outperformed their peer group averages. Data as of December 31, 2019. Results will vary for other time periods. Only funds with a minimum one-, five-, or ten-year history, respectively, were included in the comparison. (Source: Lipper, a Thomson Reuters Company). Note that the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. Investment returns and principal value will fluctuate, so investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. For the most recent performance, visit our website at www.vanguard.com/performance.

Our experts follow a time-tested approach to active bond fund management.

 Our philosophy includes:

  • A top-down, bottom-up approach.
  • True-to-label investment solutions.
  • Diversified sources of alpha.
  • Smart risk-taking.

Our investment selection method includes:

  • Governance and risk oversight.
  • Macroeconomic analysis.
  • Sector views.
  • Credit and rates strategy.
  • Subsector and issuer selection.
  • Portfolio management.

See how our active fixed income stacks up to our competitors: 92% of Vanguard active bond funds outperformed their peer-group averages at 5 years, and 82% of Vanguard active taxable bonds funds were in the top quartile of peers at 3 years.**

View our actively-managed funds

We customize your portfolio’s tilt toward the factors that influence portfolio performance. Our active, factor-based funds consist of both ETFs and mutual funds, focusing on the factors that can help your office meet its objectives.

Learn more about factor-based funds

Our ESG funds align with our time-tested philosophy of providing enduring, diversified, and long-term products—while giving your office an investment opportunity that reflects its values.

Learn more about ESG investing

Vanguard ETFs® provide versatility and liquidity at a low cost. Our lineup of index and active ETFs can provide your office with low-cost, diversified portfolios. See how you can get more for your money at Vanguard: 0.06% Vanguard average ETF expense ratio compared with 0.24% industry average ETF expense ratio.

0.06%

Vanguard average ETF expense ratio

0.24%

Industry average ETF expense ratio

Dedicated wealth management concierge

Our family office professionals are with you from the moment you inquire about our service through the full implementation of our strategies and beyond. Our priority is to provide expertise that aligns proper solutions with your office’s needs. Your dedicated team includes your:

  • Relationship manager, who provides short-term strategic visions for the office.
  • Relationship executive, who provides a holistic and strategic long-term vision to help ensure your office is headed toward its goal.
  • Investment data analyst, who provides deep information that’s factored into strategies for your office.

Dedicated wealth management concierge

Our family office professionals are with you from the moment you inquire about our service through the full implementation of our strategies and beyond. Our priority is to provide expertise that aligns proper solutions with your office’s needs. Your dedicated team includes your:

  • Relationship manager, who provides short-term strategic visions for the office.
  • Relationship executive, who provides a holistic and strategic long-term vision to help ensure your office is headed toward its goal.
  • Investment data analyst, who provides deep information that’s factored into strategies for your office.

Expanded wealth management services

Our relationship managers create a customized approach for your family office and may suggest additional services to complement your strategy. Here’s a list of our exclusive add-ons.

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.

Vanguard Personal Advisor Services®

Get access to world-class, customized advice from our most senior advisors. They’ll provide expertise that includes solutions from Vanguard’s proven methodology to help ensure your legacy and wealth are maximized for your heirs, your philanthropic endeavors, and other goals.

Learn more about Personal Advisor Services

Vanguard National Trust Company (VNTC)

As a professional trustee, VNTC offers trust administration customized to meet your needs. Knowing you’re working with a trusted fiduciary can help provide peace of mind. VNTC has an in-depth understanding of applicable laws, taxes, and accounting requirements that can help ensure investment decisions are prudent and support the trust’s objectives.

 

Family legacy services

Preserve your family’s wealth and mission through education and preparation for generations to come. Vanguard family legacy specialists can partner with you to facilitate governance planning, develop a unified family vision, and create a strategy to prepare your beneficiaries.

Learn more about family legacy planning

Vanguard Charitable Endowment Program (VCEP)

With Vanguard Charitable, you can maximize the impact of your philanthropic giving. They’ll work with you and your family to select the right resources and tools to make the most of your charitable dollars. VCEP’s Donor Advised Fund can serve to complement your private foundation or other giving strategies without sacrificing investment performance by keeping fees low.

Learn more about Vanguard Charitable

As a family office client, you’ll also have access to:

  • Vanguard’s top thought leaders and experts.
  • Share class aggregation.
  • Performance reporting.
  • Vanguard’s private equity.

To learn more, reach out to one of our relationship managers.

Contact our team

844-850-2152

Monday through Friday, 8 a.m. to 8 p.m., Eastern time

To learn more, reach out to one of our relationship managers.

Contact our team

844-850-2152

Monday through Friday, 8 a.m. to 8 p.m., Eastern time

*To qualify you must have at least $200 million in Vanguard funds and meet the minimum investment requirement in the particular fund. Some funds also offer Institutional Plus Shares, which typically have a minimum initial investment of $100 million and are reserved for large institutional investors. For both Institutional and Institutional Plus Shares, we may charge additional fees to institutions for which Vanguard also provides recordkeeping services.

**For the 1-year period, 48 out of 54 Vanguard active bond funds outperformed their peer-group averages. For the 3-year period, 47 of 52 Vanguard active bond funds outperformed their peer-group averages. For the 5-year period, 44 of 48 Vanguard active bond funds outperformed their peer-group averages. For the 10-year period, 38 of 44 Vanguard active bond funds outperformed their peer-group averages. All data as of December 31, 2020. Results will vary for other time periods. Only funds with a minimum 1-, 3-, 5-, or 10-year history, respectively, were included in the comparison. Source: Lipper, a Thomson Reuters Company. Note the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. View most recent fund performance.

For the 3-year period, 23 of 28 active taxable fixed income fund share classes exhibited top-quartile performance relative to peer funds in their Lipper categories. For the 5-year period, 16 of 24 active taxable fixed income fund share classes exhibited top-quartile performance relative to peer funds in their Lipper categories. For the 10-year period, 17 of 22 active taxable fixed income fund share classes exhibited top-quartile performance relative to peer funds in their Lipper categories. Results will vary for other time periods. Only funds with a minimum 3-, 5-, or 10-year history, respectively, were included in the comparison. Source: Lipper, a Thomson Reuters Company. Note that the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. For the most recent performance, visit vanguard.com/performance. 28 of 32 active taxable fixed income fund share classes are in the lowest quartile of expense ratios. Source: Morningstar, Inc. All data as of December 31, 2020.

†Sources: Vanguard and Morningstar, Inc., as of December 31, 2020. All averages are asset-weighted. Industry average excludes Vanguard.

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

The Factor Funds are subject to investment style risk, which is the chance that returns from the types of stocks in which a Factor Fund invests will trail returns from U.S. stock markets. The Factor Funds are also subject to manager risk, which is the chance that poor security selection will cause a Factor Fund to underperform its relevant benchmark or other funds with a similar investment objective, and sector risk, which is the chance that significant problems will affect a particular sector in which a Factor Fund invests, or that returns from that sector will trail returns from the overall stock market. 

ESG funds are subject to ESG investment risk, which is the chance that the stocks or bonds screened by the index provider for ESG criteria generally will underperform the market as a whole or, in the aggregate, will trail returns of other funds screened for ESG criteria. The index provider’s assessment of a company, based on the company’s level of involvement in a particular industry or the index provider’s own ESG criteria, may differ from that of other funds or of the advisor’s or an investor’s assessment of such company. As a result, the companies deemed eligible by the index provider may not reflect the beliefs and values of any particular investor and may not exhibit positive or favorable ESG characteristics. The evaluation of companies for ESG screening or integration is dependent on the timely and accurate reporting of ESG data by the companies. Successful application of the screens will depend on the index provider’s proper identification and analysis of ESG data. 

You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free) or through another broker (which may charge commissions). See the Vanguard Brokerage Services commission and fee schedules for full details. Vanguard ETF Shares are not redeemable directly with the issuing fund other than in very large aggregations worth millions of dollars. ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.

For more information about Vanguard funds, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.