Family. Wealth. For Generations.

Why clients choose us

 

At Family Wealth Advisors, our mission is to advance yours. We do this through collaborative, comprehensive, financial planning that begins with listening. We engage with you to design, execute, and monitor a dynamic wealth plan that drives your investment strategy, while also considering taxes, legacy, wealth transfer, and philanthropy. Our team involves your CPA, attorneys and other professional advisors to build and maintain a sustainable financial team with a united focus: You.

Our proactive fiduciary approach is about more than just managing wealth; it's about preserving and enhancing your family's legacy for generations to come by working closely with you and your family to align each financial decision to your broader life goals and passions.

New clients often engage us when they no longer desire to manage the complexity of their wealth alone, or when they find their needs may have outgrown the resources of their prior advisory team. By fostering open communication, and leveraging our expertise and the vast resources of our global firm, we craft strategies that are suited to each unique client and situation.

We understand that every stage of life presents unique opportunities and challenges and are here to help you navigate these important moments with confidence and clarity.

Choosing a wealth management partner is a significant decision. Should you wish to gain deeper insights into our philosophy, services and whether we would be a good fit for your family, we invite you to engage with our team.

new team photo

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

A structured approach to wealth planning

A structured approach to wealth planning

Customized investment management

Customized investment management

Personalized service

Personalized service

FWA Cocktail Hour a market update with Blackstone

Date.June 24 2025

Richland Country Club 1 Club Drive Nashville, TN 37215

  • Kim Lovejoy VP of Private Wealth Solutions Blackstone
  • Jana Lisle Parham, CFP®, CPWA® Managing Director Private Wealth Advisor Certified Exit Planning Advisor
  • Nick Deidiker, CFP®, CSRIC® Senior Vice President Private Wealth Advisor Endowment & Foundation Consultant

Our team

A boutique fiduciary planning team, backed by the largest global wealth manager, serving a select number of clients

Who we serve

A select number of individuals, families, businesses, endowments, and family offices with significant wealth.

The proof is in our numbers

100+

Collective years of experience

7 person

seasoned team


$6 trn

UBS Group invested assets
As of 12/31/2024

Global leader

UBS is a leading and truly global wealth manager

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