WealthManagement.com Award Logo

Key Private Bank Wins 2019 Wealth Management Award for Outstanding Achievement In Trust

Key Private Bank received the 2019 Wealth Management "Trust" Industry Award. The "Trust" Industry Award recognizes the best trust and fiduciary initiative, program or platform in wealth management and is based on qualitative and quantitative measures that enhance the family office client experience.

"Our team of advisors works with large complex families to provide them with impactful fiduciary advice and trust services that aligns with their comprehensive financial plans," said Joe Calabrese, head of investments, trust and fiduciary services at Key Private Bank. "We are honored to be recognized by WealthManagement.com for the enhancements to our fiduciary and trust services implemented over the past 18 months."

The WealthManagement.com Industry Awards acknowledges firms bringing new innovations to market that help financial advisors deliver quality client solutions and service. A panel of independent wealth management industry experts, including trusted advisors and consultants, served as judges for the awards. This year, winners were selected from more than 650 entries from 262 companies. The firms were judged on quantitative measures, including the initiative's scope and scale, as well as qualitative measures, such as innovation and creativity.

"Being recognized for our enhanced family office fiduciary and trust initiatives showcases our commitment to providing industry-leading advice and services to families," said Gary Poth, head of Key Family Wealth. "Our strategies are developed through a multi-generational lens that reinforces family values and focuses on the long-term protection and preservation of wealth."

Key Family Wealth's mission is to deliver proactive, personalized expertise and advice by combining the market insights of local advisors with a national team of wealth and investment strategists. Advisors may also leverage partnerships with business banking and capital markets teams to build customized wealth plans tailored to meet each client's specific need.

Learn more about the basics of trusts.