KEY FAMILY WEALTH AWARDED BEST CLIENT INITIATIVE FOR A FAMILY OFFICE FROM WEALTHMANAGEMENT.COM
- Key Family Wealth recognized for their family governance framework and legacy planning enhancements
- Honored for quality of comprehensive family wealth planning
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Key Family Wealth was selected for "Family Office Best Client Initiative" from a shortlist of three exceptional family office firms. The award recognizes Key Family Wealth's family governance framework which has helped to better prepare family members to responsibly manage generational wealth. Our enhanced, highly customizable Key Family Wealth Milestone experience ensures that the preservation of a family's legacy is rooted in their shared history and vision, now and for years to come.
"We are honored to be recognized by WealthManagement.com for our family office platform for the third year in a row," said Gary Poth, executive vice president and head of Key Family Wealth. "Being recognized for the quality of our comprehensive family wealth planning highlights the quality of our expertise and capabilities dedicated to serving first-generation entrepreneurs and their families."
"We are delighted by the recognition of our legacy planning enhancements," said Carey Spencer, national director of Family Governance for Key Family Wealth. "Our framework has helped our advisors empower families to achieve their financial and interpersonal goals now and in the future."
Now in its ninth year, the WealthManagement.com Industry Awards honors the outstanding achievements by companies, organizations and individuals that support financial advisor success. More than 1,000 submissions were received this year, and only 253 companies were selected as finalists in one or more of the 92 company, organization, and individual awards categories.
A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, chose the finalists and winners recognizing the firms and individuals who brought new innovations to market that make a real difference to the daily activities of financial advisors. 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.
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
About KeyCorp (NYSE:KEY)
KeyCorp's roots trace back nearly 200 years to
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SOURCE KeyCorp