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We think in generations.

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Key Family Wealth

The wealth you’ve built throughout your lifetime can unite and empower your family across generations. At Key Family Wealth, we’re here to help you realize your vision — for you, your loved ones, and for the impact you would like to have on this world.

We think in generations — meaning we take a long-term approach. We make it our priority not just to grow and protect your wealth but to help your children and grandchildren. To help them become stewards of your family values and wealth while leaving an indelible imprint on their communities.

Our Process

We get to know you and your family. Because your plan is one of a kind. We build around your specific situation, the future you envision, and any changes that happen along the way.

Your award-winning, multidisciplinary team works together to listen to your needs and develop sophisticated strategies that support your goals. Leaving you with more time to focus on what really matters and with the peace of mind knowing your values are upheld, generation after generation.

Expertise in the Areas That Count:

  • Tailored family office services
  • Estate planning
  • Legacy planning
  • Trust and fiduciary services
  • Business advisory services
  • Investment management
  • Philanthropic and family foundation services, and more.

#1

Multi-family office
$10 billion - $20 billion – 2020 PAM Award

25 years

The average length of time our 300 family clients have been with us.

22 years

The average experience of each of our 80 highly qualified and credentialed advisors.

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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.