At Key Private Bank, we recognize that every individual's financial situation is distinct. Our wealth management approach is built on a deep understanding of your unique circumstances, goals, and aspirations, enabling us to craft a personalized strategy that meets your specific needs.
Our Services
Financial Planning
Guided by your goals, and with a complete understanding of your financial opportunities and challenges, our experts develop a tailored strategy for your financial future. When needed, we will also draw on the specialized expertise of Key Family Wealth.
Investment Advice
Unbiased consultative services that align your family’s assets to your goals and evaluate ownership structures, tax strategy, and risk factors to optimize your portfolio.
Trust and Estate Administration
Proactive identification of trust, estate, charitable, real estate, and related tax issues in coordination with your tax advisor and legal counsel.
Private Banking
Exclusive credit and deposit services, including solutions to leverage credit strategically to meet liquidity needs and grow wealth, and deposit and cash management services to simplify your life.
Tools and Resources
Key Private Bank Fiduciary Platform
Your Key Private Bank team serves as a fiduciary, meaning the safety and privacy of your assets and records are a top priority. As an added layer of protection, all accounts are managed on our secure Key Private Bank Fiduciary Platform, featuring:
- Asset and account segregation: Our accounting system is not on the balance sheet of KeyBank. Risk management and wealth protection products are tracked separately by our advisors as part of your comprehensive financial plan.
- Client control: Clients must specifically authorize any use of assets as collateral or payment to creditors of the client.
- Limited access: Client assets and records can only be accessed by bank employees with a fiduciary relationship to the client, subject to strict access limitations and dual controls. Bank creditors are prohibited by federal regulations from accessing assets on the platform.
Key Wealth Plan
At Key Private Bank, we start by listening to understand all aspects of your financial life. We’ll work with you to create a holistic plan that aligns with your present circumstances and your goals and will evolve as needed. Get details.
Thought Leadership and Investment Advice
As a Key Private Bank client, you’ll receive timely insights on factors that are moving markets and impacting portfolios. Created by the Key Wealth Institute and the Chief Investment Office, our articles, weekly investment briefings, national client calls, and white papers empower you to cut through the noise and focus on what matters most for you and your financial goals. Explore content.
Key Wealth Direction
Our exclusive online financial planning and wealth management portal gives you a comprehensive picture of your finances, goals, and plans all in one place. Use it anytime to collaborate digitally with your advisor and instantly view your assets. Get details.
Key Private Bank and Key Family Wealth are marketing names under which KeyBank National Association (KeyBank) provides a range of financial products and solutions.
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
KeyBank, KIS and KIA are separate entities. Each entity separately supervises the sales and other activities of financial professionals providing access to its products and services.
Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.
Services provided by KeyBank, KIS and/or KIA should not be used in substitution for independent and personal tax advice. KeyBank, KIS and/or KIA do not provide legal advice. Individuals should consult their personal tax and/or legal advisor concerning their particular situation.
Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
There are important differences between banking, brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY