01.22.24

Vanguard Enhances Investor Capabilities for Intergenerational Wealth Planning

by: Steve Randall

Following a successful pilot program with eligible advised clients in Vanguard Personal Advisor Wealth Management, the tools from digital estate planning firm Vanilla will be made more widely available to ultra-high-net-worth investors over the next year. The tools give wealthy clients a visualized representation of their current and future estate planning objectives. "Recognizing that some clients have intricate estate planning needs that will span multiple generations, implementing Vanilla’s capabilities supports our commitment to help clients achieve stronger financial and legacy outcomes,” said Massy Williams, principal and head of wealth management at Vanguard. “Within Personal Advisor Wealth Management, clients are provided a dynamic visualization of their estate plan, identifying opportunities to refine and maximize their ability to achieve their legacy goals.”

Read the full article on InvestmentNews