The enduring legacy

Private Wealth Management

City

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.

Family Office Partners 3x FAs

Advice and solutions for the life you lead

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.

  • Kent Kirby

    Charles Kenton Kirby

    Managing Director–Wealth Management

    Financial Advisor

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    For over two 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, serving on the boards of the Nashville Zoo and KIPP Nashville. When not at work, Kent enjoys traveling and spending time with his family.

    • Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023
      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, 2023The 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, 2023The 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

        Dominic Calvani

        Senior Vice President–Wealth Management

        Financial Advisor

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        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.

        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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
          • Benjamin Walker

            Benjamin Walker

            Senior Vice President–Wealth Management

            Financial Advisor

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            Benji has focused his career in wealth management for over 18 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 proud 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.

            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
            • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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
              • Marion Quina

                Tripp Quina

                Senior Wealth Strategy Associate

                CERTIFIED FINANCIAL PLANNER™

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                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
                  • ChrisM

                    Christopher Marshall

                    Associate Director

                    Senior Wealth Strategy Associate

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                    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
                        • Reid

                          Reid Moreschi

                          Senior Wealth Strategy Associate

                          Certified Exit Planning Advisor

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                          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
                            • Holly Adams

                              Holly Adams

                              Senior Wealth Strategy Associate

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                              Holly Adams joined Family Office Partners in April 2019 to help ensure all of our clients' cash management needs are met, including account transfers, wires, and opening of new accounts. Holly has extensive experience in running a family business and has spent the last six years in the wealth management industry. When she's not in the office, she has her hands full with her husband, Jerry, and their five children and two dogs. She enjoys spending time with them, watching baseball and summer weekends on the lake.

                                    3102 West End Avenue
                                    Suite 500
                                    Nashville, TN 37203
                                  • Sarah Harris

                                    Sarah Harris

                                    Senior Wealth Strategy Associate

                                    CERTIFIED FINANCIAL PLANNER™

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                                    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
                                      • Fayth

                                        Fayth McCaa

                                        Client Associate

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                                          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
                                              • Abby

                                                Abby Harris

                                                Client Associate

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                                                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

                                                    The proof is in our numbers

                                                    $2.9 B

                                                    Assets under management

                                                    100

                                                    Collective years of experience

                                                    10 person

                                                    seasoned team


                                                    Tablet

                                                    Investments

                                                    Calculator

                                                    Personal banking

                                                    Architect

                                                    Estate planning strategies

                                                    London couple

                                                    Lifestyle

                                                    Father and son

                                                    Family advisory

                                                    Child

                                                    Philanthropy

                                                    Office

                                                    A personal touch with global reach

                                                    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.

                                                    Backed by the strength of UBS

                                                    A global leader in wealth management

                                                    $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

                                                    Insights