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For additional questions related to wealth planning, or to connect directly with one of our advisors, you can also reach us at familywealth@keybank.com.

Leaving Your Legacy

Cultivate a stewardship mindset in the next generation.

Delve into a study of more than 100 large, global families that have maintained successful family enterprises for more than three generations.

November 2019 Cultivate a stewardship mindset in the next generation.

Managing Your Business

How to see your company through a buyer's eyes.

In the world of mergers and acquisitions, sophisticated buyers consider a host of factors when evaluating a company. These factors include the tried and true business-related areas like operations, financials, legal and regulatory—yet also venture into economics and the personal values and business acumen of the owner.

September 2019 How to see your company through a buyer's eyes.

Charitable Giving

Six questions to use to start a family giving discussion.

A combination of changing wealth demographics, external market influences, and new technologies has democratized charitable giving in the United States. The more individuals respond to the ease with which people can now donate, for example, via social media platforms or by texting to contribute, the less families coordinate giving efforts to meet broader philanthropic goals.

October 2019 Six questions to use to start a family giving discussion.