Key Private Bank has received the 2020 Wealth Management "Trusts" Industry Award, recognizing the best trust and fiduciary initiative, program or platform in wealth management.
The WealthManagement.com Industry Awards acknowledge firms bringing new innovations to market that help financial advisors deliver quality client solutions and service. Winners were selected from 625 entries received from more than 200 companies.
A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards. The judging process is based on an evaluation of quantitative measures, including the initiative’s scope and scale, as well as qualitative measures, such as innovation and creativity.
"We are honored to be recognized by WealthManagement.com for the enhancements to our fiduciary and trust services for the second year in a row," said Joe Calabrese, national head of wealth advisory services at Key Private Bank. "Our fiduciary and trust platform reflects our industry-leading capabilities, which are developed through a multi-generational lens that reinforces family values and focuses on the long-term protection and preservation of wealth."
A proven leader in trusts and fiduciary services
Key Private Bank touts a decades-long track record of industry-leading trust and fiduciary services.
Operating under the financial field’s most demanding guidelines available, the Fiduciary Standard of Care, Key Private Bank allows our clients the flexibility to transfer assets across generations or protect their wealth according to their wishes — with only their best interest in mind.
Discover more about trust planning and how it can integrate into your financial plan and goals by scheduling your first conversation, or by contacting your Key Private Bank advisor.
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.
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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