The enduring legacy

Private Wealth Management

As an nationally recognized private wealth management team, with experience and global resources at our disposal, we excel at streamlining every aspect of our client's lives and legacies, empowering them to effortlessly achieve their goals.

Family Office Partners is a Forbes top-ranked team of UBS Private Wealth Advisors whose practice is dedicated to delivering an exceptional multi-family office experience to families with exceptional wealth. We know that each family is unique and demands an advisory approach that is equally so. Our 11-person team works diligently to understand your priorities, challenges, and the dreams you have for your loved ones. We go beyond investing to support each client and ensure their legacy and values pass to each generation.

Kent Kirby, Dominic Calvani, and Benjamin Walker are the founding advisors of Family Office Partners. Working with us, you will have a team of responsive, service-centric professionals who are dedicated to delivering a boutique multi-family office experience. Whether planning a new business venture, pursuing a philanthropic passion, or preparing future generations for legacy stewardship, our team’s expertise and access to UBS’ vast resources will ensure you successfully navigate the complexities of generational family wealth.

Family Office Partners 3x FAs

Defining your priorities. Pursuing what matters.

We understand that your current stage in life often defines your individual and family priorities, which is why our advanced planning process evolves with your needs. This process integrates our clients’ investment management with comprehensive and customized financial, estate, and philanthropic strategies, while preserving the flexibility to adapt to changing circumstances.

Business Owner in entryway

Advice for business owners & entrepreneurs

cleaners

Business transition & succession planning

Father and daughter hiking in fields

Navigating opportunities across your enterprise

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

The proof is in our numbers

20+

Years in business as a team

10 person

seasoned team

$3.1+ billion

Assets under management


  • Kent Kirby

    Charles Kenton Kirby

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    For over three decades, Kent has worked closely with ultra-affluent individuals and families, helping them navigate the complexities and capitalize on the opportunities of substantial wealth. As a leader of the Family Office Partners team, Kent directs client initiatives across multiple areas: investment management, financial planning, wealth preservation and transfer services.  

    Kent is a graduate of the US Naval Academy and is very active in the Nashville community, currently serving on the advisory board for the Nashville Zoo. When not at work, Kent enjoys traveling and spending time with his family.

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023, 2024, 2025
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        3102 West End Avenue
        Suite 500
        Nashville, TN 37203
        kent.kirby@ubs.com
        Charles Kenton Kirby
        3102 West End Avenue,Nashville,TN,37203
      • Dominic Calvani

        Dominic Calvani

        Managing Director–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • MI
        • MS
        • MT
        • NC
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        Dominic is responsible for directing asset allocation, sector diversification, and security and fund selection within the Family Office Partners team. He is particularly skilled in assisting our clients with stock option analysis, hedging and monetizing concentrated equity positions, and managing Section 16 considerations. Dominic has been serving families of significant wealth for close to 20 years.

        Dominic is a graduate of Belmont University and a Nashville native. When not at work, Dominic enjoys spending time at the beach with his three children.

        • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            3102 West End Avenue
            Suite 500
            Nashville, TN 37203
            dominic.calvani@ubs.com
            Dominic Calvani
            3102 West End Avenue,Nashville,TN,37203
          • Benjamin Walker

            Benjamin Walker

            Senior Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • image
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • MI
            • MS
            • MT
            • NC
            • NV
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • WA

            Benji has focused his career in wealth management for over 20 years. Within the Family Office Partners team, he takes an active, highly customized approach to the implementation and regular oversight of client portfolios and financial plans, sensitive to their risk parameters, personal timelines, lifestyle needs, and long-term goals.

            Benji is a graduate of Vanderbilt University where he was an All-SEC Academic Quarterback. After graduation, he remained at Vanderbilt to earn his M.B.A.. In his free time, Benji enjoys spending time with his wife and two children, rooting for his Vanderbilt Commodores, and practicing his golf game.

            • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
            • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
            • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
            • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

                3102 West End Avenue
                Suite 500
                Nashville, TN 37203
                benjamin.walker@ubs.com
                Benjamin Walker
                3102 West End Avenue,Nashville,TN,37203
              • Marion Quina

                Tripp Quina, CFP

                Authorized Officer

                Senior Wealth Strategy Associate

                • image
                • image
                • image
                • AL
                • AZ
                • CA
                • CO
                • DC
                • FL
                • GA
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • MN
                • MO
                • MS
                • MT
                • NC
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TN
                • TX
                • VA
                • WA

                Tripp is a licensed attorney who aims to support our clients in creating a meaningful legacy. He works closely with them to identify and implement wealth transfer strategies that minimize tax implications and protect how they pass on financial assets and other property to their loved ones. Prior to joining the Family Office Partners team, Tripp was in private legal practice focusing on estate and tax planning. Tripp is a native of Alabama and a graduate of Washington and Lee University (B.S. with Special Attainments in Commerce), Cumberland School of Law at Samford University (J.D.), and Northwestern University School of Law (LL.M. in Taxation). Tripp lives in Nashville with his wife, Margie, and two young children, Lauren and Byers.
                 

                    • CERTIFIED FINANCIAL PLANNER®
                    3102 West End Avenue
                    Suite 500
                    Nashville, TN 37203
                    tripp.quina@ubs.com
                    Tripp Quina, CFP
                    3102 West End Avenue,Nashville,TN,37203
                  • ChrisM

                    Christopher Marshall

                    Associate Director

                    Senior Wealth Strategy Associate

                    • image
                    • image
                    • AL
                    • CA
                    • CO
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • IN
                    • KS
                    • KY
                    • LA
                    • MA
                    • MD
                    • ME
                    • MN
                    • MS
                    • MT
                    • NC
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • SC
                    • SD
                    • TN
                    • TX
                    • VA
                    • WA

                    Within Family Office Partners, Chris supports our clients and team with market outlook, investment implementation, and ongoing investment performance monitoring. Prior to joining the team, Chris worked for over 4 years in UBS’s Investment Bank covering a range of institutional investment managers including hedge funds, large family offices, commodity trading advisors, and many more.

                    Chris is a Nashville native and graduate of the University of Mississippi. Outside of work, Chris enjoys spending time with his family, cheering on his football teams, and staying active in the Nashville community.

                          3102 West End Avenue
                          Suite 500
                          Nashville, TN 37203
                          chris.marshall@ubs.com
                          Christopher Marshall
                          3102 West End Avenue,Nashville,TN,37203
                        • Reid

                          Reid Moreschi

                          Senior Wealth Strategy Associate

                          Certified Exit Planning Advisor

                          • image
                          • image
                          • AL
                          • AZ
                          • CA
                          • CO
                          • DC
                          • FL
                          • GA
                          • IA
                          • IL
                          • IN
                          • KS
                          • KY
                          • LA
                          • MA
                          • MD
                          • MO
                          • MS
                          • MT
                          • NC
                          • NH
                          • NV
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • SC
                          • TN
                          • TX
                          • VA
                          • WA

                          Reid Moreschi joined Family Office Partners in the summer of 2021.  Within the team, Reid serves as a planning associate supporting clients with advanced tax and estate planning, financial goal analysis, investment analysis, and insurance planning. Prior to joining the team, Reid worked in wealth management and mergers and acquisitions. Reid relocated to Nashville in 2019 after graduating from Hobart and Williams Smith colleges with a degree in economics.

                          In his free time, Reid enjoys supporting his favorite sports teams, spending time with friends and family, exploring the outdoors with his dog Indie, and enjoying live music in the Nashville community.

                              • Certified Exit Planning Advisor
                              3102 West End Avenue
                              Suite 500
                              Nashville, TN 37203
                              reid.moreschi@ubs.com
                              Reid Moreschi
                              3102 West End Avenue,Nashville,TN,37203
                            • Sarah Harris

                              Sarah Harris

                              Senior Wealth Strategy Associate

                              CERTIFIED FINANCIAL PLANNER®

                              • image
                              • image
                              • AK
                              • AL
                              • AR
                              • AZ
                              • CA
                              • CO
                              • CT
                              • DC
                              • DE
                              • FL
                              • GA
                              • HI
                              • IA
                              • ID
                              • IL
                              • IN
                              • KS
                              • KY
                              • LA
                              • MA
                              • MD
                              • ME
                              • MN
                              • MO
                              • MS
                              • MT
                              • NC
                              • NH
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • PR
                              • SC
                              • SD
                              • TN
                              • TX
                              • UT
                              • VA
                              • VI
                              • VT
                              • WA

                              Sarah Harris joined Family Office Partners in 2022 to help ensure all of our clients' cash management needs are met, including account transfers, wires, and opening of new accounts. Her primary focus is building and maintaining trusted client relationships by taking a personalized and proactive approach to managing their needs on a day-to-day basis. Sarah has extensive experience in private wealth and has spent the last five years working with ultra-high net worth individuals and their families.  

                              Sarah is a graduate of Mississippi State University. She lives in Nashville with her husband, Nick, and two dogs.

                                  • CERTIFIED FINANCIAL PLANNER®
                                  3102 West End Avenue
                                  Suite 500
                                  Nashville, TN 37203
                                  sarah.harris@ubs.com
                                  Sarah Harris
                                  3102 West End Avenue,Nashville,TN,37203
                                • Abby

                                  Abby Harris

                                  Senior Registered Client Associate

                                  • image
                                  • image
                                  • AL
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • IL
                                  • IN
                                  • KS
                                  • KY
                                  • LA
                                  • MA
                                  • MD
                                  • ME
                                  • MI
                                  • MN
                                  • MO
                                  • MS
                                  • MT
                                  • NC
                                  • NV
                                  • NY
                                  • OH
                                  • OK
                                  • OR
                                  • PA
                                  • SC
                                  • TN
                                  • TX
                                  • VA
                                  • WA

                                  Abby Harris joined Family Office Partners in June 2022. In her current role, she assists clients with any of their administrative needs, and supports the team with planning events, scheduling, and client communication. She began her career in Finance in 2019 after graduating from the University of Mississippi.

                                  Abby is originally from Columbus, Georgia and currently resides in Nashville. In her free time she enjoys traveling, pure barre, and spending time with friends and family.

                                        3102 West End Avenue
                                        Suite 500
                                        Nashville, TN 37203
                                        abby.harris@ubs.com
                                        Abby Harris
                                        3102 West End Avenue,Nashville,TN,37203
                                      • Fayth

                                        Fayth McCaa

                                        Client Associate

                                        • image
                                        • image

                                          Fayth supports Family Office Partners clients in alternative investment implementation, client service, and relationship management.

                                          Fayth is a graduate of Middle Georgia State University and relocated to Nashville from Georgia with her yellow lab, Jilly. Outside of work, Fayth enjoys experiencing all Nashville has to offer.

                                                3102 West End Avenue
                                                Suite 500
                                                Nashville, TN 37203
                                                fayth.mccaa@ubs.com
                                                Fayth McCaa
                                                3102 West End Avenue,Nashville,TN,37203
                                              • Abbie

                                                Abigail Rosata

                                                Client Associate

                                                • image
                                                • image

                                                  Abbie Rosata joined Family Office Partners in December 2023. In her current role, she assists clients with any of their administrative needs, and supports the team with planning events, scheduling, and client communication.

                                                  Abbie is from Nashville, TN, and is a Belmont University graduate. In her free time, you can find her teaching Pilates at local studios around town, enjoying time with her friends and her teacup poodle, Flo. She also loves being active outdoors and doing activities like hiking and running.

                                                        3102 West End Avenue
                                                        Suite 500
                                                        Nashville, TN 37203
                                                        abbie.rosata@ubs.com
                                                        Abigail Rosata
                                                        3102 West End Avenue,Nashville,TN,37203

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

                                                      Go to privacy settings