CLEVELAND, Sept. 10, 2021 /PRNewswire/ -- Key Family
Wealth, the family office division of division of Key Private Bank
announced it 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 shortlist 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.
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.
"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 BAS
capabilities highlights 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 managing
more than $17.9 billion in AUM at
August 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.
About Key Private Bank
For nearly 200 years, Key
Private Bank has been at the forefront of helping affluent families
take a comprehensive approach to building, managing, and protecting
their wealth in any market environment. As a fiduciary, Key Private
Bank combines the tailored insights of our local teams with the
national expertise of wealth and investment strategists to deliver
objective advice and personalized solutions for each of our
clients. Key Private Bank is honored to have received multiple
prestigious awards for providing clients across the U.S. with
outstanding service, expert advice, and sound financial direction
year after year. Key Private Bank has $60.9
billion in AUA and $47.7
billion in AUM at June 30,
2021.
About KeyCorp (NYSE:KEY)
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
$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 name KeyBank National Association
through a network of more than 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 is Member
FDIC.
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SOURCE KeyCorp