Key Family Wealth named Best Multi-Family Office and Best Fiduciary/Trustee Service

Key Family Wealth was selected as the "Best Multi-family Office" in the $10 billion – $20 billion category from a short list of four outstanding multi-family office providers. This distinguished award recognizes industry-leading firms that have delivered exceptional client service and investment returns. 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 second consecutive year Key Family Wealth has been honored with this distinction.

Key Family Wealth was also selected as "Best Fiduciary/Trustee Service" for its family office trust and fiduciary capabilities from a short list of four outstanding multi-family office service providers. This award recognizes overall excellence among firms that provide complex fiduciary and trustee services to family office businesses. The selection criteria included quantitative and qualitative measures such as client growth, new products, top-tier client service standards and tools that demonstrate innovative thinking tailored for families with substantial wealth.

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 thrilled to be recognized for the Best Multi-family Office in the country for the second year in a row by Private Asset Management and for being selected for the best Fiduciary/Trustee. Winning these awards 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."

"Our team of advisors works with large, complex families to provide them with impactful fiduciary advice and trust services that align with their comprehensive financial plans," said Joe Calabrese, Chief Operating Officer for KeyBank Wealth Management. "We are honored to be recognized by PAM for the enhancements to our fiduciary and trust services implemented over the past 18 months."

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 $19.1 billion in AUM as of December 31, 2021. 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.

Ready to see what award-winning service could do for your family? Schedule an appointment with one of our advisors to get started.