Skip Links

Content Area Main Navigation

Wealth Management USA

Meta Navigation

Locations

View FINRA BrokerCheck information View FINRA BrokerCheck information
UBS loginsUBS logins
Choose your UBS login
Individuals
Corporate and institutions
More logins

Main Navigation

Home
Visit Overview
- UBS Wealth Way
- Our Financial Advisors
- Digital experience
  - Visit Overview
  - Online Services
- Fraud prevention
- Driving change
- Read about our strength & stability
  Discover more
Visit Overview
Visit Overview
- Individuals and families
- Specialized client segments
- Ultra-high net worth investors
  - Visit Overview
  - Family offices
- Companies & organizations
- How Hispanic families invest to advance
  Read more
Visit Overview
- Markets and economy
- Investment research
  - Visit Overview
  - ElectionWatch 2024
- Watch market commentary
- Listen to On-Air Podcast
- Investor mindset
  - Visit Overview
  - Become a UBS client
- ElectionWatch 2024: Implications of a potential rematch
  Read more

header.search.alt

UBS Family Office Quarterly

Please complete this form to download the latest journal and receive future editions.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement and our cookie notice. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings

You are now on the English website

Once you are done reading, you can return to the previous page by using your browser's back button.

No, let's go back

You are here:

United States of America
Wealth Management USA
Contact UBS support
UBS Family Office Quarterly Download Form

Reimagining the power of investing.

Connecting people for a better world.

Footer Navigation

Our solutions

Banking
Investing
Mortgage planning
Retirement planning
Workplace wealth solutions

Additional information

FINRA BrokerCheck
Relationship Summary (PDF)
Important legal information
Disclosure documents

About us

About Wealth Management USA
Awards and recognition
In the news
Careers
Become a UBS Advisor
Investors relations

Change your domicile

Explore UBS.com

Asset Management
Investment Bank
Wealth Management
About us
Careers
Investor Relations
Locations
News and media relations

Follow UBS on

Information on UBS
Terms of use
Privacy statement
Report fraudulent mail
Additional legal information
Accessibility
Privacy Settings

Legal Information

Important information about brokerage and advisory services.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at www.ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. https://www.ubs.com

© UBS 1998 - 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA

Notice for Non-U.S. Investors. Notice for Non-Puerto Rico Investor. Order Routing Disclosure. Statement of Financial Condition (PDF). Statement of Financial Condition- UBS FSI of Puerto Rico (PDF). Best Execution Statement (PDF). Loan Disclosure Statement (PDF). Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Futures Commission Merchant (FCM) Information for UBS Financial Services Inc. Disclosures.