Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) Custodial Accounts:
A Supplemental College Savings & Wealth Transfer Vehicle for High Net Worth Families

Recently Released!!!
Date Published: November 16, 2017
Summary PPT Deck: 79 Slides
Reference PPT Deck: 748 Slides


The purpose of this research is to provide readers with a comprehensive understanding of Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts within the college savings market. This research seeks to summarize the leading managers, as well as make predictions for the market at large. This research is part of Tiburon's broader coverage of the college savings market.

This research addresses the historical phases of Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts, including: 

  • Emergence Phase
  • Decline Phase

This research defines two distinct market segments of Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts, including:

  • Uniform Gift to Minors Act (UGMA) Custodial Accounts
  • Uniform Transfer to Minors Act (UTMA) Custodial Accounts

This research makes several future predictions for Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts, including:

  • Moderate Growth in Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) Custodial Accounts
  • Ongoing Position as Supplemental College Savings & Wealth Transfer Vehicle for High Net Worth Families
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