Specialized Planning Services
Your wealth management partners help provide strategies built for you.
How do you define success? At Key Private Bank, we know the answer to that question is as unique as your financial goals. No matter your career – business owner, attorney, physician – or where you are – just starting out or about to retire – we know you take your profession seriously. That’s why we take your personal wealth management seriously, too. Welcome to our specialized services.
Business Owners
Thinking about the best way to manage your business's wealth? Together, we'll develop an approach that reflects your values and priorities. Key Private Bank can help:
- Plan an exit strategy for your business, whether that’s near or down the road
- Mitigate the risks of transitioning your company when you retire or move on
- Define your legacy – for your business and your family
- Plan a process that integrates your personal financial planning with your intentions for your business assets
Physicians
How will healthcare legislation and tax law changes impact your wealth? Key Private Bank understands the increasingly complicated and unique challenges facing physicians and physician practices. Together, we can strategize how to:
- Establish a comprehensive financial plan for the duration of your career
- Protect your assets from potential legal threat
Professional Services
Interested in making the most of your career? Key Private Bank can help you build your wealth. Take advantage of services specialized for you. Together, we can:
- Develop a personal wealth management plan tailored to your career goals
- Recommend sophisticated investment and tax strategies based on the current climate
- Preserve your legacy – whether you’re in a group, practice, or on your own
Corporate Executives
Where do you want your wealth to take you? Wherever that is, Key Private Bank will help you get there. Our wealth management team can address how to:
- Maintain the wealth you've earned so far – while strategizing how to sustain it
- Maximize value from deferred and equity-based compensation along with mitigating risks from concentrated stock positions
- Secure your financial future, along with your family's
Retirees
Considering retirement? Reap the rewards of a job well done when you partner with Key Private Bank. Together, we'll:
- Balance income and spending to ensure your long-term objectives are met
- Explore the estate planning and charitable giving options available to you
- Traverse the ever-changing world of healthcare costs
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 Private Bank 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