The enduring legacy Private Wealth 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, Mark Bloom, 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
615-750-8220
877-886-3584
888-409-6724
3102 West End Avenue
Suite 500
Nashville, TN 37203
Our team
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.
- Portfolio strategy and asset allocation
- Alternative investments
- Private investments
- Tracking and reporting
- Concentrated stock services
- Stock option strategies, restricted securities
- Customized performance reviews and consolidated reporting
- Liquidity management
- Scheduled tax payments
- 24/7 online account access
- Banking and lending services
- Trusts and wealth transfer strategies
- Estate plan flowcharts
- Tax planning
- Insurance planning and coverage analysis
- Cash flow modeling
- Employee benefits review
- Loan shock analysis
- Travel management
- Private air travel
- Luxury auto/boat services
- Concierge healthcare
- Cybersecurity and family security services
- UBS private client event access
- Next generation education and mentoring
- Family wealth conversations
- Family mission statements
- Insurance planning and coverage analysis
- Family governance and meeting facilitation
- Succession planning
- Generational core values discussions
- Philanthropy strategy and governance
- Foundations, donor-advised funds, charitable trusts
- Values-based investing
- Concierge health care
- Access to Global Philanthropists Community
- Exclusive philanthropic networking events
- Customized reporting capabilities
A personal touch with global reach
We operate as a small boutique inside UBS, one of the world’s largest wealth managers. This structure allows us to access the full scope of the firm’s insight and opportunity while creating bespoke solutions that can simplify your life, manage risk, and help you pursue your most important goals.
Industry Leadership
- Kent Kirby, Dominic Calvani, and Benjamin Walker named Forbes Best-In-State Wealth Advisors list in Tennessee 2020, 2021
- Kent Kirby Forbes Top 250 Wealth Advisors 2020
- Kent Kirby named Baron's Top 1200 State by State Adviors in 2020
- Kent Kirby named #1 in Tennessee on the Forbes Best-In-State Wealth Advisors list in 2019
- Dominic Calvani and Benjamin Walker named Forbes Best-In-State Wealth Advisors in Tennessee in 2019
- Benjamin Walker named Forbes Top Next-Generation Wealth Advisors 2019
Our perspectives
About us
Insights