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Cleveland, September 9, 2022 /PRNewswire/ — Key Family Wealth, announced the acquisition of the Family Office Division of Key Private Bank in 2022. Wealth management “Family Office” industry award, recognition of the best thought leadership in wealth management.
Key Family Wealth was selected from a shortlist of three unique family office firms nominated for “Family Office Best Thought Leadership.” The award recognizes the expertise and insights of Key Family Wealth 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 recognize companies that bring innovations to market that help financial advisors deliver quality client solutions and service. The winners were selected from a record-breaking 1,000 entries from more than 350 companies.
An independent, industry-leading panel of wealth management professionals, including trusted advisors and consultants, served as judges for the awards. The judging process is based on an assessment of the initiative’s scope and scale as well as quantitative measures, including qualitative measures such as innovation and creativity.
“We are honored to be recognized WealthManagement.com For the second year in a row, the platform for business consulting services Gary PosGeneral Manager and Head of Key Family Wealth. “Being recognized for the quality of our business consulting services underscores the quality of our knowledge of thought leadership and our ability to serve first-generation entrepreneurs and their families.”
About the key family wealth
Key Family Wealth, the multifamily office division of Key Private Bank, is one of the largest and oldest multifamily offices in the country. 16.8 billion dollars In AUM and 6.3 billion dollars By AUA June 30, 2022. Key Family Wealth develops and implements effective investment, tax and estate strategies to help ultra-high-net-worth families grow, maintain and preserve wealth across generations. Clients receive a dedicated team of advisors specializing in investment, tax, philanthropy, credit and estate planning who are focused on providing a world-class client experience.
About Key Private Bank
Key private banking wealth management solutions and advice for high net worth and ultra high net worth clients including wealth advisory, investment management, trust management, customized lending, family office and private banking services. Key Wealth Management’s platform combines local advisors’ market insights with country wealth teams and investment strategists to provide proactive and personalized advice and expertise to clients. Advisors leverage partnerships with key commercial banking and capital markets teams to build customized wealth plans to meet each client’s unique needs. A key private bank wealth management platform is presented in 15 America. It has a key private bank. 45.9 billion dollars In AUM and 67.3 billion dollars By AUA June 30, 2022.
About KeyCorp
KeyCorp’s (NYSE: KEY) roots go back nearly 200 years Albany, New York. In the headquarters Cleveland, OhioKey is one of the country’s largest bank-based financial services companies, with assets of approx 187.0 billion dollars as if June 30, 2022. Key provides deposit, loan, money management and investment services to individuals and businesses in 15 states on behalf of KeyBank National Association through a network of 1,000 branches and approximately 1,300 ATMs. Key offers a broad range of sophisticated corporate and investment banking products such as mergers and acquisitions advisory, public and private debt and equity, syndication and middle market companies across select industries. America under the trading name of KeyBanc Capital Markets. Visit https://www.key.com/ for more information. KeyBank is a member of the FDIC.
Source KeyCorp
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