Key Private Bank has been recognized with the 2020 Best Fiduciary or Trust Services Offered by an Institution Award from Family Wealth Report.
The Family Wealth Report awards showcase high-performing providers in the global private banking, wealth management and trusted advisor communities. An independent panel of industry experts selected winners who have demonstrated innovation and excellence during 2019. Key Private Bank was selected as a winner for its "high-touch integrated delivery model and service-oriented culture."
In recent years, Key Private Bank further deepened client relationships with its enhanced Trust and Fiduciary services—bolstering its Trust Real Estate, Trust Tax, Estate Settlement, Irrevocable Life Insurance Trusts, Post-Mortem Administration and Non-Profit service offerings.
"We are honored to be recognized by Family Wealth Report for our fiduciary and trust services," said Joe Calabrese, National Head of Investment, Fiduciary and Banking Services at Key Private Bank. "Delivering best-in-class client advice and solutions is paramount to all that we do, and this distinct honor highlights our commitment to doing what is in the best interest of our clients in every decision we make."
"Key Private Bank has a long-established culture of delivering exceptional wealth management and advisory services to its clients, and we’re thrilled that this business is being acknowledged by the industry," added Terry Jenkins, President of Key Private Bank.
Key Private Bank is known for its distinct client experience approach—advising clients from their side of the table and operating with our clients' best interests in mind.
With decades of experience operating under the Fiduciary Standard of Care, the highest standard of care in the industry and an average client relationship of more than 20 years, we are invested in the long-term transfer of wealth for our clients and families across generations.
For more information, contact a Key Private Bank advisor, or schedule an appointment with your advisor to review your financial plan.