Family is at the forefront for the Hispanic/Latino community
Supporting loved ones, paired with a greater desire to uplift the community are true measures of success for many in the Hispanic/Latino community.
Different journeys yield different priorities
The definition of financial success depends on who you ask. Here’s what the Hispanics/Latinos we surveyed had to say.
3x more likely to want to make family proud.*
“Our community depends on us”
3x more likely to invest in a business of someone they know.*
“Hard work is our inheritance”
64% feel it’s important to take responsibility by working hard.
73% speak English and another language at home.**
*compared to affluent general population | **ages 20-34
Diverse Viewpoints: Exploring Wealth in the Hispanic/Latino Community
We spoke with thousands of individuals from different backgrounds and professional experiences – hearing a wide range of stories of success and wealth creation.
Our panelists share personal stories, advice and discuss our research findings.
Committed to results
Listening and learning has given us a better understanding of how we can help Hispanics/Latinos become financially successful. With a wide array of financial solutions, our advisors have the insights, tools and know-how to make them work for you..
Ways to help protect your family
The surprising (and often misunderstood) ways to care for your family’s financial future.
How to leverage your unique family culture
A strategic approach to estate planning design starts with you.
Caregiver’s Financial Guide
Five questions to help you prepare for what may be one of the most important roles of your life.
We’re committed to helping people in diverse communities reach financial goals. We are already taking action – the listening and learning never stop. Read more about how Bank of America and Merrill are advancing racial equality & economic opportunity.