$2.5B
Assets under management
Family Office Partners is an experienced team of Private Wealth Advisors whose practice is dedicated to guiding exceptional families like yours toward their most important goals. Your family is unique, just like our approach. We work diligently to understand your priorities, your challenges and the dreams you have for yourself and your loved ones. While our advice often centers on helping to preserve and grow your financial wealth, we go beyond investments to support your family’s human capital—its individual members—to ensure a legacy that lasts for generations.
Our team's financial advisors are Kent Kirby, Dominic Calvani, and Benjamin Walker. Working with us, you can expect a team that is agile and focused on delivering the boutique experiences and services you deserve. Whether it’s helping you plan a new business venture, pursue a philanthropic passion, or prepare your children for financial independence and stewardship, our team accesses the vast global resources of one the world’s largest wealth managers to help you navigate the complexities of your family’s wealth and well-being.
Through a platform of services tailored to your goals and priorities, we work closely with you to help streamline your finances and your personal affairs. Our team is intellectually rigorous and focused on every detail. Our advice is comprehensive.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Associate Director
Client Associate
Client Associate
Certified Exit Planning Advisor
Client Associate Senior
Client Associate Senior
CERTIFIED FINANCIAL PLANNER™
Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Associate Director
Client Associate
Client Associate
Certified Exit Planning Advisor
Client Associate Senior
Client Associate Senior
CERTIFIED FINANCIAL PLANNER™
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
$2.5B
Assets under management
100
Collective years of experience
11 person
seasoned team
We operate as a small boutique inside UBS
UBS. As a UBS client, you can access experts across the firm—our Investment Banking, Private and Corporate Banking, Global Wealth Management, and Asset Management divisions—to best position your investments for new opportunities.
Private Wealth Management. Our practice is one of approximately 200 Advisor teams within Private Wealth Management. This exclusive UBS division is dedicated to providing bespoke resources that address the complexities and unique opportunities that come with significant wealth.
Family Office Partners. We are one of a select group of UBS Family Office Consultants a firm business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
