Key Family Wealth, the multi-family office division of Key Private Bank, was selected as the “Best Multi-family Office” in the $10 billion - $20 billion category at the 2023 Private Asset Management (PAM) awards from a shortlist of five outstanding multi-family office providers.
Key Family Wealth has a track record of addressing the strategic and tactical dimensions of multi-generational wealth through its highly coordinated team of industry experts, while also delivering exceptional client service to ultra-high-net-worth families. This is the third consecutive year Key Family Wealth has been honored with this distinction
This distinguished award recognizes industry-leading firms that have delivered exceptional client service and investment returns. The selection criteria for this award included quantitative and qualitative measures such as client growth, new products, tools that demonstrate innovative thinking tailored for families with substantial wealth, and client service demonstrated through client testimonials with information provided as of Sept. 2022.
For more than two decades, the PAM Awards have recognized high-performing firms and wealth advisors operating within the private asset management industry who have proved themselves over the course of the last year. The judging process, using an independent panel made up of industry experts, reviews a mixture of qualitative and quantitative performance indicators.
“We are delighted to be recognized for the Best Multi-family Office for the third year in a row by Private Asset Management. Winning this award across consecutive years is a testament to the unparalleled care and service we provide to our families,” said Gary Poth, head of Key Family Wealth. “We have an outstanding team of professionals with decades of experience helping entrepreneurial clients to grow and protect the wealth that enables the realization of the family’s vision, mission and set of values.”
About Key Family Wealth
Key Family Wealth, the multi-family office division of Key Private Bank, is one of the largest and oldest multi-family offices in the country managing more than $17.3 billion in AUM and $5.7 billion in AUA at December 31, 2022. Key Family Wealth develops and implements impactful investment, tax, and estate strategies to help ultra-high-net-worth families grow, retain, and protect wealth across generations. Clients receive a dedicated team of advisors with expertise in investments, tax, philanthropic, credit and estate planning who are focused on delivering a world class client experience.
About Key Private Bank
Key Private Bank is a leading provider of wealth management solutions and advice for high-net worth and ultra-high-net-worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services. Key’s wealth management platform combines the market insights of local advisors with a national team of wealth and investment strategists to deliver proactive and personalized advice and expertise to clients. Advisors also leverage partnerships with Key’s business banking and capital markets teams to build wealth plans tailored to meet each client’s specific need. Key Private Bank's wealth management platform is delivered across 15 of the United States. Key Private Bank has $48.0 billion in AUM and $66.6 billion in AUA at December 31, 2022.
About KeyCorp
KeyCorp's roots trace back nearly 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $189.8 billion at December 31, 2022. Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,000 branches and approximately 1,300 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit https://www.key.com/. KeyBank Member FDIC.
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.
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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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