Vanguard Family Matters® was created to help our ultra high net worth clients with their concerns about the lack of preparedness in their heirs to inherit wealth.

Working with the business we determined the scope of the project and the deliverables. We created a complimentary, invitation-only event for a select group of clients. After the premier event at Vanguard’s main campus in 2012, the event has been hosted annually at venues throughout the country. The design has evolved throughout the years.

The program has been successful at retaining many ultra high net worth families as Vanguard clients, and has been the springboard for other programs to serve this clientele.