Enjoy the freedom of possibilities.
You’ve worked hard to preserve and protect your family’s future, and your savings and investments are only one part of that plan. Managing your family’s wealth requires much more than just financial services – you need a trusted partner who will meet the day-to-day needs of your family in a number of important areas. You need a partner who understands that every family is unique.
Family Office Services
- Consulting Services
At Key Family Wealth, we develop strategies to help your family maximize the after-tax value of both your business and your personal wealth across generations. Our team works closely with your attorney, accountant and other advisors to implement appropriate strategies and coordinate your family’s entire financial picture. Consulting services include:
- Family business advisory services
- Wealth transfer planning
- Strategic tax advisory services
- Philanthropic and charitable giving
- Legacy Planning Services
Key Family Legacy Day can be the beginning of your family’s journey toward keeping your family’s wealth and unity intact for generations. During Key Family Legacy Day your family will define its purpose, learn the various leadership and communication styles of each member and how to enhance their communication, identify areas of common vision, and set priorities for the future. The day includes educational sessions and group exercises facilitated by Key Family Wealth professionals. The family will create an action plan, including philanthropic and educational elements, which will help your family achieve its mission and sustain its wealth for many generations.
- Education Services
Understanding starts with education, and all generations play a role in the successful management and continuation of a family’s wealth. No matter what their age, experience and knowledge are both critical factors in preparing heirs to effectively contribute to the family mission. An important element of preparing your children for their future is a solid understanding of basic financial concepts.
Key Family Wealth provides the tools and services to educate your family members and future generations on the fundamentals of banking, investments and trusts. Interactive personal finance courses are offered at appropriate levels for all ages in the family, from grade school and high school through college and adulthood.
- Family Foundation Services
Family foundations are important in building a stronger family with a unified vision. Through a private foundation, families can give back, helping out the people, institutions and communities they care about. Family foundations often serve as the glue that holds together geographically dispersed family members and creates a forum where different generations can work together toward common goals. Key Family Wealth has aligned with an industry leader of foundation services to provide a fully integrated, turnkey solution to private foundations:
- Foundation creation
- Administrative services
- Philanthropic planning services
- Compliance monitoring
- Transaction processing
- Tax preparation
- Personal web portal
- Financial and grant reporting
- Grant management
- Investment management services
- Accounting Support Services
Key Family Wealth’s integrated accounting services help to simplify the complexity of your family enterprise by acting as your family’s chief financial officer. We provide office services such as general bookkeeping, bill payments, cash management, fixed-asset management and basis management. We also offer full payroll services as well as individual business or fiduciary tax services and tax projections.
The Key Family Wealth Difference
Our experience and expertise have allowed us to serve families like yours over many generations.
We start every relationship by ensuring we understand you, your goals, and your unique complexities and situation, then work hand-in-hand toward your success.
Families’ priorities can change over time – that’s why we help you adjust your financial plans to meet both your short- and long-term goals.
With an average tenure of 22 years, our advisers have deep industry knowledge, making a big difference in how we work and what we can do for your family.