KEY FAMILY WEALTH BUSINESS ADVISORY SERVICES AWARDED FAMILY OFFICE BEST CLIENT INITIATIVE
Key Family Wealth, the family office division of Key Private Bank, has received the 2021 Wealth Management “Family Office” Industry Award, recognizing the best client initiative or program in wealth management.
Key Family Wealth was selected for “Family Office Best Client Initiative” from a short list of six exceptional family office firms. The award recognizes the achievements of Key Family Wealth’s Business Advisory Services which has helped dozens of owners successfully transition their privately held businesses over the past several years.
“We are honored to be recognized by WealthManagement.com for our business advisory services,” said Gary Poth, executive managing director and head of Key Family Wealth. “Being recognized for the quality of our business advisory services capabilities highlights our commitment to serving first generation entrepreneurs and their families.”
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 more than 900 entries received from more than 340 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.
Let’s start a conversation about the business you’ve built. To get started, visit key.com/businessadvisory.
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