Corporate Executives

As a corporate executive, you recognize when it's time to make a move and take advantage of opportunity. Your skill and foresight have brought financial success to your company, your shareholders, your employees, and yourself.

It may be the increased responsibility and resulting compensation you've recently received. Perhaps it's a personal life change that's happened. Or maybe it's a recognition that compensation structures and tax laws have become increasingly complex and you need expert advice. Whatever the reason, your business intuition tells you that now is the time to actively manage your personal finances in addition to your business concerns.

While you're ready to plan and strategize to sustain the wealth you've worked so hard to earn, time is limited, and the issues are complex. On the job, you've built a team of expert professionals. Your personal financial situation deserves the same respect and attention.

Key Private Bank has the expertise you need to help you plan and strategize for your future, turning your personal financial goals into reality. We partner with you and are committed to helping you secure your financial future, as well as your family's for generations to come.

Whether you're new to the executive ranks or nearing the culmination of your career, Key Private Bank offers services and solutions to address a range of compensation structures and an array of planning needs, including:

  • Large concentrated stock position strategies
  • Stock option analysis
  • 401(k) investment advice
  • Comprehensive financial planning
  • Retirement planning
  • Education funding
  • Real estate financing
  • Risk management & asset protection strategies
  • Long-term care analysis
  • Income tax and estate tax reduction strategies
  • Loans and lines of credit
  • Charitable gifting programs
  • Trust and estate planning