Vanguard Perspective
Maximize estate planning strategies amid new tax legislation
Estate planning strategies for high-net-worth clients amid the approaching tax sunset.
Our estate planning resources provide you with a blueprint for helping clients preserve their legacy, both for loved ones and charity.
Vanguard Perspective
Estate planning strategies for high-net-worth clients amid the approaching tax sunset.
Vanguard Perspective
Understand how to help clients maximize the financial benefits of a charitable giving plan, including potential tax benefits.
Make the most of today’s healthy yields by guiding clients through fixed income opportunities.
Dig into our lineup of index and active ETFs to create low-cost, diversified portfolios.
Consider our tax-efficient, customized portfolios.
Active and indexed models allow you to focus on clients.
Consult our Portfolio Solutions team for personalized analysis and portfolio decision support.
Explore Vanguard resources that enhance your practice’s wealth management offer.
Gain a new perspective on client decision-making to offer relevant advice.
Explore client-approved resources to prepare for your next conversation.
Help give your clients confidence in their plans for health care.