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.
Much like a corporate organization, your family enterprise can benefit from the oversight of a chief financial officer to organize, integrate and align the array of assets within your family’s portfolio.
Because opportunities arise that create a need for financial analysis, modeling and reporting, Key Family Wealth’s Accounting Support Services offer the support of a personal CFO to provide a variety of office, payroll and tax services without hiring full-time staff or an additional advisor.
We work alongside your entire team to ensure a coordinated effort toward your family’s goals and objectives. Our integrated Accounting Support Services simplify the complexity of your family enterprise and allow you to utilize solutions and expertise appropriate to your needs.
Accounting Support Services
- General bookkeeping
- Fixed asset management
- Basis management
- Bill payments
- Cash management
- Payroll registration
- Tax preparation
- Tax projections
As of 6/30/22
Key Private Bank is part of KeyBank National Association (KeyBank). Bank and trust products are provided by KeyBank.
Investment products are:
KeyBank does not provide legal advice.