Key Family Wealth
What is a Family Office?
A family office manages the overall financial, business and philanthropic activities of one or more generations of a particular family. Family office responsibilities typically vary based on the family’s needs, but entail several key functions of family wealth management, including accounting functions, tax planning and compliance, investment management and reporting, fiduciary management, family governance, philanthropy support, property and aircraft management, business consulting and succession planning services, as well as other banking and fiscal duties.
Why Work with Key Family Wealth
Personalized Approach We work for you, making recommendations based on your goals. Your plan will start with your vision, and we’ll work to help to reach it. |
Adaptability A family’s priorities change over time, so we’re nimble. When your life pivots, we adjust your plans accordingly. |
Experience With an average tenure of 22 years, our financial advisers have deep industry knowledge that shows in our results. |
Broad Wealth Management Capabilities for Families and Businesses
Your Key Family Wealth team has expertise in commercial and family office wealth management to bridge the gap between personal and commercial needs.
- Family office services
- Investment services
- Trust & estate administration
- Working capital optimization
- Capital solutions
- Acquisition ideas
- Customized leasing
- Real estate solutions
- Traditional banking & credit products
What are the Benefits of Having a Family Office?
You can use Key Family Wealth as your family office or as a supplement to your existing family office. With a family office, you gain flexible, comprehensive services including:
Nearly 200 years
Serving families with relationships spanning 6 generations
80 advisors
Highly credentialed (JD, CPA, CFAtm, CFP®, CTFA®, CWS®), across 23 markets, averaging over 22 year's experience
$16.8 billion
Total assets managed for KeyBank families*
*
As of 6/30/22
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Key Family Wealth is the marketing name through which KeyBank National Association (KeyBank) provides a range of financial products and solutions.
KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.
Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.
Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
Investment products and services are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
