20+
Years in business as a team
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.
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.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
20+
Years in business as a team
11 person
seasoned team
$2.8+ billion
Assets under management
$5.9+ trn
UBS Group invested assets
As of 06/30/2024