The enduring legacy

Private Wealth Management

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 generational 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 family’s human capital and ensure its legacy and values pass to each subsequent 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 dedicated to delivering a boutique multi-family office experience. Whether planning a new business venture, pursue a philanthropic passion, or preparing subsequent generations for financial independence and legacy stewardship, our team’s expertise and access to UBS’ vast resources and capabilities will ensure you successfully navigate the complexities of generational family wealth.

Family Office Partners 3x FAs

Defining your priorities. Pursuing what matters.

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.

Guiding founders and business owners

Advising corporate executives

father son

From family business success to succession

The Family Office Consultant

Shaping multigenerational family wealth

greenhouse

Strategic philanthropy

two men planning

Ready to sell your business?

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.

The proof is in our numbers

20+

Years in business as a team

100

Collective years of experience

11 person

seasoned team


Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

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