Planning for multicultural investors

Focuses on the tax and wealth planning issues and strategies that can be especially relevant for many multicultural investors.

by Jennifer Lan, Senior Wealth Strategist, Premini Scandurra, Wealth Strategist, Advanced Planning Group 15 Apr 2022

Multicultural investors (MCIs) (represented in Invest to advance: How multicultural families build generational wealth (a publication of the UBS Multicultural Client Segment) as Black, Asian, and Hispanic and Latino American investors) have been financially excluded and underserved in the type and depth of research that can accurately reflect their aspirations and raise their visibility.1 With more access to financial services, high net worth and ultra-high net worth MCIs are positioned for the next stage in building, allocating, and preserving wealth. Even though the financial industry has made strides in serving MCIs, there is so much work to do. Raising visibility of this important investor segment will continue to help build tailored, inclusive wealth solutions.2

In an effort to provide more visibility and access as a complement to the MCI report, this whitepaper will serve as a roadmap and walk through the benefits of wealth transfer, tax minimization, and wealth preservation.

Please note: The complete publication, including important information and disclosures, can be downloaded via the link below.

Browse additional articles available from UBS Advanced Planning on topics of interest to ultra high net worth clients and their families.

Purpose of this material.
The information on this page and in the attached document is provided for informational and educational purposes only. It should be used solely for the purposes of discussion with your UBS Financial Advisor and your independent consideration. UBS does not intend this to be fiduciary or best interest investment advice or a recommendation that you take a particular course of action.

No tax or legal advice.
UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.

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