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Your legacy is about more than material things. Discover how to let your vision guide the future of your family and heirs.

Leaving Your Legacy

Key Family Wealth Education Series: Ensuring Success Across Generations

In this installment of the Key Family Wealth Education Series, Anne Marie Levin, National Director of Key Family Wealth Legacy Planning Services, and internationally recognized wealth psychologist Dr. James Grubman host a lively conversation about what families can do to positively impact the lives of heirs.

August 2019
Leaving Your Legacy

Key Family Wealth Education Series: Preparing Your Family for Inheritance

We’re conditioned not to discuss money, and for families planning legacies, that can be a problem. In this conversation with clinical psychologist Jay Cherney, PhD., Anne Marie Levin, the national director of legacy planning for Key Family Wealth, dive into the importance of talking about money, and reveal how to do it.

August 2019
Leaving Your Legacy

The Road Less Traveled

When it comes to passing on an inheritance, financial assets are undoubtedly important, but multiple studies show it's more important to pass on family values, stories, life lessons and traditions.

July 2019
Leaving Your Legacy

Living and Leaving your Legacy

When most people think about leaving a legacy, they mean leaving financial assets to their children and grandchildren, their favorite charities, and other heirs.

October 2018
Leaving Your Legacy

Your Story: A Lasting and Meaningful Legacy

In a previous article, I described legacy planning, the missing piece to traditional wealth transfer planning.

August 2018
Leaving Your Legacy

The Anatomy of a Family Mission Statement

At Key Private Bank, our Family Governance approach starts with developing a family legacy framework that will empower your family to achieve its financial and interpersonal goals.

December 2016