Top Wealth + Best-in-State · rank 2 · Nashville, Tennessee · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “KENT KIRBY ... UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- “Family Office Partners is a highly experienced team of UBS Private Wealth Advisors whose practice is dedicated to delivering an exceptional multi-family office experience to families with exceptional wealth.” — firm_official
- Parent company — UBS Group AG (high)
- “KENT KIRBY is currently employed as a Broker and/or Investment Adviser at UBS FINANCIAL SERVICES INC. located at 3102 WEST END AVENUE, 5TH & 7TH FLOORS, NASHVILLE, TN, 37203” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firm_name":"UBS FINANCIAL SERVICES INC.","branch_city":"NASHVILLE","branch_state":"TN","firm_bd_full_sec_number":"8-16267","firm_ia_full_sec_number":"801-7163"” — sec_finra_regulatory
- Team name — Family Office Partners (high)
- “Kent Kirby, Dominic Calvani, and Benjamin Walker are the senior advisors of Family Office Partners.” — firm_official
- Team size — 10 (high)
- “Our 10-person team works diligently to understand your priorities, challenges, and the dreams you have for your loved ones.” — firm_official
- CRD — 2322053 (high)
- “"ind_source_id":"2322053","ind_firstname":"KENT","ind_lastname":"KIRBY","ind_other_names":["CHARLES K KIRBY","CHARLES KENTON KIRBY"],"ind_bc_scope":"Active","ind_ia_scope":"Active"” — sec_finra_regulatory
- Years experience — 33 (high)
- “"ind_industry_cal_date":"1993-04-06"” — sec_finra_regulatory
- “For over three decades, Kent has worked closely with ultra-affluent individuals and families, helping them navigate the complexities and capitalize on the opportunities of substantial wealth.” — firm_official
- Designations — — (medium)
- “Kent is a graduate of the US Naval Academy and is very active in the Nashville community, currently serving on the advisory board for the Nashville Zoo.” — firm_official
Book of business
- Team AUM ($M) — 3400 (high)
- “"Asset Date":"6/30/2025","Minimum account size for new business":"$25M","Team Assets (Custodied)":"$3.4B"” — forbes_shook
- Account minimum ($M) — 25 (high)
- “"Minimum account size for new business":"$25M"” — forbes_shook
- Typical client net worth ($M) — 140 (high)
- “"Typical Net Worth of Relationships":"$30-250M"” — forbes_shook
- Client niche — ultra-affluent multigenerational families and business owners seeking a multi-family office experience (high)
- “Family Office Partners is a highly experienced team of UBS Private Wealth Advisors whose practice is dedicated to delivering an exceptional multi-family office experience to families with exceptional wealth.” — firm_official
- “For over three decades, Kent has worked closely with ultra-affluent individuals and families, helping them navigate the complexities and capitalize on the opportunities of substantial wealth.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"ind_bc_scope":"Active","ind_ia_scope":"Active"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/familyofficepartners/ (high)
- “Family Office Partners is a highly experienced team of UBS Private Wealth Advisors whose practice is dedicated to delivering an exceptional multi-family office experience to families with exceptional wealth.” — firm_official
- Value proposition (verbatim) — As a distinguished private wealth management team, with experience and global resources at our disposal, we excel at streamlining every aspect of our client's lives and legacies, empowering them to effortlessly achieve their goals. (high)
- “As a distinguished private wealth management team, with experience and global resources at our disposal, we excel at streamlining every aspect of our client's lives and legacies, empowering them to effortlessly achieve t” — firm_official
- Differentiators — boutique multi-family office experience for families with exceptional wealth, goes beyond investing to pass legacy and values to each generation, advanced planning process that evolves with the client's life stage, business exit, transition and succession planning through transaction close, access to UBS Family Office Solutions and the global investment bank (high)
- “Working with us, you will have a team of responsive, service-centric professionals who are dedicated to delivering a boutique multi-family office experience.” — firm_official
- “We go beyond investing to support each client and ensure their legacy and values pass to each generation.” — firm_official
- Content marketing — occasional (medium)
- “Global Family Office Report 2026 ... Family offices are navigating a more complex global environment by diversifying across assets, currencies and regions.” — firm_official
- Has podcast — no (medium)
- “Defining your priorities. Pursuing what matters.” — firm_official
- Books published — 0 (medium)
- “Kent is a graduate of the US Naval Academy and is very active in the Nashville community, currently serving on the advisory board for the Nashville Zoo. When not at work, Kent enjoys traveling and spending time with his ” — firm_official
- Linkedin url — https://www.linkedin.com/in/kent-kirby-b7218710/ (medium)
- “Kent Kirby - UBS Private Wealth Management” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “<img src="mediahandler/media/linkedin_svg/linkedIn.svg"” — firm_official
- Press awards — Barron's Top 250 Private Wealth Management Teams, 2024, Barron's Top 1,200 Financial Advisors, 2020-2025, Barron's Top 1,500 Financial Advisors, 2026, UBS Wealth Management Pinnacle Council, 2024, 2026, No. 1 in Tennessee, Barron's Top 1,200 Financial Advisors, 2025 (high)
- “Barron’s Top 250 Private Wealth Management Teams, 2024” — firm_official
- “Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023, 2024, 2025” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/familyofficepartners/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: white ground, UBS red accents, three-keys wordmark, clean sans-serif type. Warm lifestyle photography of families, business owners, and a posed team portrait. (high)
- “<img aria-hidden="true" src="mediahandler/media/453554/Calendar month-red.svg"” — firm_official
