Key Household Wealth Enterprise Advisory Companies Awarded Finest Shopper Intiative For A Household Workplace From WealthManagement.com
CLEVELAND, September 10, 2021 / PRNewswire / – Key Family Wealth, the family office division of Key Private Bank’s division, announced that it has received the 2021 Wealth Management “Family Office” Industry Award for Best Client Initiative or Program in Wealth Management appreciates.
Key Family Wealth was selected from a shortlist of six outstanding family offices for the “Family Office Best Client Initiative”. The award recognizes the accomplishments of Key Family Wealth’s Business Advisory Services, which have helped dozen of property owners successfully transform their privately owned businesses over the past several years.
The WealthManagement.com Industry Awards recognize companies that bring new innovations to the market that help financial advisors deliver high quality client solutions and services. The winners were selected from more than 900 submissions from more than 340 companies.
A panel of independent, industry-leading wealth management experts, including trusted advisors and advisers, served as judges for the awards. The evaluation process is based on an evaluation of quantitative measures, including the scope and scope of the initiative, as well as qualitative measures such as innovation and creativity.
“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. “Recognition for the quality of our BAS skills underscores our commitment to serving first generation entrepreneurs and their families.”
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 and manages more than $ 17.9 billion in AUM August 31, 2021. Key Family Wealth develops and implements powerful investment, tax and estate strategies to help wealthy families build, maintain and protect wealth across generations. Clients receive a dedicated team of advisors with expertise in investment, tax, philanthropy, loan and estate planning, focused on delivering a premium customer experience.
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Via Key Private Bank
For nearly 200 years, Key Private Bank has been at the forefront of helping wealthy families take a comprehensive approach to building, managing and protecting their wealth in any market environment. As a trustee, Key Private Bank combines the tailor-made knowledge of our local teams with the national expertise of asset and investment strategists in order to offer each of our clients objective advice and individual solutions. Key Private Bank is honored to have received several prestigious awards for providing outstanding service, expert advice and solid financial focus to its US clients year after year. Has key private bank $ 60.9 billion in AUA and $ 47.7 billion in AUM June 30, 2021.
About KeyCorp (NYSE: KEY)
KeyCorp’s roots go back almost 200 years to the year Albany, New York. Headquarters in Cleveland, Ohio, Key is one of the largest bank-based financial services companies in the country with assets of approx. $ 181.1 billion at June 30, 2021. Key provides deposit, lending, cash management and investment services to individuals and businesses in 15 states under the KeyBank National Association name through a network of more than 1,000 branches and approximately 1,300 ATMs. Key also offers a wide range of sophisticated corporate and investment banking products such as merger and takeover advice, public and private bonds and investments, syndications and derivatives for medium-sized companies in selected industries The United States under the trade name KeyBanc Capital Markets. Please visit https://www.key.com/ for more information. KeyBank is a member of the FDIC.
Key private bank / key family assets
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