Black, Asian and Hispanic investors
Invest to advance: Let’s build the future of multicultural wealth, together
Realize your vision with ÃÛ¶¹ÊÓƵ
Realize your vision with ÃÛ¶¹ÊÓƵ
Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.
What can we do for you?
Investing solutions
that align with your principles and goals such as diversity, equity and inclusion—while seeking competitive returns
Financial advice
that’s in sync with your beliefs, traditions and values. Our Financial Advisors help you plan your legacy
Thought leadership
with guidance in sustainable and inclusive investing from our Chief Investment Office—and published insights from our Client Segments team
Family education
resources that focus on the next generation and support families in sharing life and money lessons
Executive commitment
to an inclusive client experience with ÃÛ¶¹ÊÓƵ leaders accountable for building diversity across the organization
Exclusive connections
to a community of like-minded investors who are passionate about the arts, philanthropy and sustainability
Together, we can help you chart your wealth journey
Together, we can help you chart your wealth journey
Invest to advance
Invest to advance
How multicultural investors build generational wealth
Most of today’s high net worth multicultural investors have more access to investments, loans, retirement planning and other financial services than before. Given historic inequities, however, many have built wealth outside the common path of investing in stocks and bonds.

- Future of Wealth: Nadia Lovell
- The Future of Wealth: Matthew Newton
- Future of Wealth: Alicia Brooks
- Future of Wealth: Stephanie Nuesi
- The Future of Wealth: Michael Roberson
- Future of Wealth: Paul Henderson
- The Future of Wealth: Jesse Martinez
- The Future of Wealth: Sayu Bhojwani
- 5 tips for being a great Executor
- How to discuss death with family
- Estate planning that avoids family conflict
- Experience Art Basel Miami Beach
- A plan is essential for generational wealth
- Art is for all of us
- Fireside chat with Stephanie Nuesi
- Women Entrepreneurs: Driving the future of wealth
- Beyond corporate philanthropy
- Introduction to Inclusive Investing
- 5 takeaways in building an inclusive investor experience
- A meaningful inheritance
- Family gifting
- Planning for your legacy
- Talk to your children about money
- Continuing a legacy of giving

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On Tuesday, February 27th, we hosted former Procter & Gamble Senior Vice President and accomplished author Barron Witherspoon, Sr. for a fireside chat with Procter & Gamble Chief Communications Officer Damon D. Jones as they explore the future of inclusive leadership in corporate America.
The program featured a thought-provoking discussion on inclusive leadership, corporate culture, and cultivating executive talent as well as exclusive insights from Barron’s book The Black Exec: And the Seven Myths.
Experts working to create an inclusive investor experience
It's time to make your hard-earned wealth work for you, and ÃÛ¶¹ÊÓƵ is here to support you.

Betina Dowdell
Executive Director, National Sales Content & Field Distribution Senior Manage
Wealth Management USA