KEY FAMILY WEALTH BUSINESS ADVISORY SERVICES AWARDED FAMILY OFFICE BEST CLIENT INITIATIVE
Key Family Wealth, the family office division of Key Private Bank, has received the 2021 Wealth Management “Family Office” Industry Award, recognizing the best client initiative or program in wealth management.
Key Family Wealth was selected for “Family Office Best Client Initiative” from a short list of six exceptional family office firms. The award recognizes the achievements of Key Family Wealth’s Business Advisory Services which has helped dozens of owners successfully transition their privately held businesses over the past several years.
“We are honored to be recognized by WealthManagement.com for our business advisory services,” said Gary Poth, executive managing director and head of Key Family Wealth. “Being recognized for the quality of our business advisory services capabilities highlights our commitment to serving first generation entrepreneurs and their families.”
The WealthManagement.com Industry Awards acknowledge firms bringing new innovations to market that help financial advisors deliver quality client solutions and service. Winners were selected from more than 900 entries received from more than 340 companies.
A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards. The judging process is based on an evaluation of quantitative measures, including the initiative’s scope and scale, as well as qualitative measures, such as innovation and creativity.
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