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Trusts allow your assets to pass to your loved ones after your death without going through probate. Vanguard established VNTC to provide trust administration and investment management services customized to meet your needs, as well as those of your family and other beneficiaries.
Log in to your Vanguard account and follow the instructions to open a trust account. Note: If you’re a new client, call us at 877-662-7447. Have these 3 required items on hand: A legally established trust with your attorney.
Our trust services will include principal and income accounting, fiduciary income tax reporting and filings, collection of assets, and cost basis and investment performance reporting. This allows for synergy in administration and an alternative to à la carte options, which may be more costly. Neutrality.
Vanguard isn't owned by outside shareholders. It's owned by the people who invest in our funds.*. We offer personalized financial advice, high-quality investments, retirement tools, and relevant market insights that help you build a future for those you love.
Wealth management services designed to benefit you. As a world-class wealth manager, we've spent years building and fine-tuning a comprehensive suite of services backed by your needs, industry data, and market insights—all offered at competitive price points.
Whether you have a trust or are considering one, Vanguard National Trust Company (VNTC) can provide trust administration services customized to meet your needs and has the fiduciary experience to serve as a professional trustee on your behalf.
Vanguard is the trusted name in investing. Since our founding in 1975, we've put investors first. Learn more. Please get in touch — our expert team will help you. Because serving investors is what we do.
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.
Advisory services are provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company. Vanguard Institutional Asset Management. Retirement, investing, and OCIO support for institutions.
Vanguard Asset Management Services™. Receive tailor-made financial advice from salaried professionals for less than what you'd pay, on average, just to hold mutual funds at other companies.