Vanguard Pressroom
Jan 18, 2024
Vanguard Introduces Enhanced Digital Estate Planning Tools to Investors Through Partnership with Vanilla
Vanguard is introducing new and enhanced intergenerational wealth and legacy planning capabilities through a partnership with Vanilla, an innovative provider of digital estate planning tools and solutions.
The offer was successfully piloted to a small cohort of eligible advised clients in Vanguard Personal Advisor Wealth Management over the past year and will scale to provide ultra-high-net-worth Vanguard investors with a powerful visualized approach to help manage and achieve their current and future estate planning objectives.
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Read the full article here: Vanguard Introduces Enhanced Digital Estate Planning Tools to Investors Through Partnership with Vanilla
[Pressroom, Vanguard]
Published: Jan 18, 2024
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