Key Family Wealth
The wealth you’ve built throughout your lifetime can unite and empower your family across generations. At Key Family Wealth, we’re here to help you realize your vision — for you, your loved ones, and for the impact you would like to have on this world.
We think in generations — meaning we take a long-term approach. We make it our priority not just to grow and protect your wealth but to help your children and grandchildren. To help them become stewards of your family values and wealth while leaving an indelible imprint on their communities.
Our Process
We get to know you and your family. Because your plan is one of a kind. We build around your specific situation, the future you envision, and any changes that happen along the way.
Your award-winning, multidisciplinary team works together to listen to your needs and develop sophisticated strategies that support your goals. Leaving you with more time to focus on what really matters and with the peace of mind knowing your values are upheld, generation after generation.
Expertise in the Areas That Count:
- Tailored family office services
- Estate planning
- Legacy planning
- Trust and fiduciary services
- Business advisory services
- Investment management
- Philanthropic and family foundation services, and more.
#1
Multi-family office
$10 billion - $20 billion – 2023 PAM Award
25 years
The average length of time our 300 family clients have been with us.
22 years
The average experience of each of our 80 highly qualified and credentialed advisors.
Let's Work Together
We'll set you up to speak with a team member near you.
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).
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.
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.
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.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
