Key Private Bank has been recognized with the 2020 Best Fiduciary or Trust Services Offered by an Institution Award from Family Wealth Report.
The Family Wealth Report awards showcase high-performing providers in the global private banking, wealth management and trusted advisor communities. An independent panel of industry experts selected winners who have demonstrated innovation and excellence during 2019. Key Private Bank was selected as a winner for its "high-touch integrated delivery model and service-oriented culture."
In recent years, Key Private Bank further deepened client relationships with its enhanced Trust and Fiduciary services—bolstering its Trust Real Estate, Trust Tax, Estate Settlement, Irrevocable Life Insurance Trusts, Post-Mortem Administration and Non-Profit service offerings.
"We are honored to be recognized by Family Wealth Report for our fiduciary and trust services," said Joe Calabrese, National Head of Investment, Fiduciary and Banking Services at Key Private Bank. "Delivering best-in-class client advice and solutions is paramount to all that we do, and this distinct honor highlights our commitment to doing what is in the best interest of our clients in every decision we make."
"Key Private Bank has a long-established culture of delivering exceptional wealth management and advisory services to its clients, and we’re thrilled that this business is being acknowledged by the industry," added Terry Jenkins, President of Key Private Bank.
Acting in Your Best Interests—Always
Key Private Bank is known for its distinct client experience approach—advising clients from their side of the table and operating with our clients' best interests in mind.
With decades of experience operating under the Fiduciary Standard of Care, the highest standard of care in the industry and an average client relationship of more than 20 years, we are invested in the long-term transfer of wealth for our clients and families across generations.
For more information, contact a Key Private Bank advisor, or schedule an appointment with your advisor to review your financial plan.
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