20+
Years in business as a team
As a distinguished 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 highly experienced 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 10-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 senior 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.
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.
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.
20+
Years in business as a team
10 person
seasoned team
$3.1+ billion
Assets under management
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Associate Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Certified Exit Planning Advisor
Team Administrator
CERTIFIED FINANCIAL PLANNER®
Senior Registered Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Associate Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Certified Exit Planning Advisor
Team Administrator
CERTIFIED FINANCIAL PLANNER®
Senior Registered Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
