Specialized Practice Groups

At Key Private Bank, we serve diverse individuals and families who require a very high level of expertise to effectively manage their wealth. Our specialized practice groups provide greater focus and understanding for clients in particular situations, delivering the specialized service required to meet their unique challenges and needs.

Specialized Service

We offer several areas of specialized advice which give you access to experts who understand your wealth issues and concerns, anticipate your needs, and speak your language. Our specialized practice groups serve a variety of successful clients, including business owners, professionals such as physicians and attorneys, corporate executives, and retirees. They follow a consistent, disciplined approach to delivering integrated wealth strategies and creative solutions that are tailored to meet your specific needs. Your Key Private Bank team provides you with clarity through a structured plan to meet your goals, and comfort in the confidence that your goals will be achieved.

Business Owners

Succession planning is a vital piece of your company's future. Key Private Bank's highly specialized team of experts in business succession planning and exit strategies can help you preserve the wealth you've worked so hard to earn.


Physician Wealth

We understand the increasingly complicated and unique challenges facing physicians, physician practices and health care organizations. We offer financial services and solutions to address each stage of your career – whether you are starting out or nearing retirement.


Professional Services

We offer specialized services to meet the unique wealth planning needs of specialty groups such as physicians, CPAs and attorneys. Whether you're part of a group, a practice or on your own, our experts can help you develop comprehensive wealth strategies to meet your financial goals.


Corporate Executives

At Key Private Bank, we have the resources to address your complex compensation structure. We'll provide the expertise to help you sustain the wealth you've worked to accumulate and the solutions to plan for your future.



Healthcare costs, income depletion and longevity risk can negatively impact your retirement years. From investment and retirement distribution planning to charitable giving and estate planning, Key Private Bank can provide the specialized services to meet your retirement goals.