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Kalimah Z. White


Kalimah Z. White Biopic

About Kalimah Z. White

Kalimah is a former practicing attorney with more than 25 years of experience advising high-net-worth individuals on estate, trust, and tax planning matters. As an Estate Planning Advisor for Key Private Bank, Kalimah works extensively with individuals, families, and business owners to develop thoughtful, tax-efficient wealth transfer strategies that align with their long-term legacy goals. She partners closely with clients and their professional advisors to coordinate sophisticated estate and tax plans around closely held businesses, multigenerational trusts, and philanthropy.

Kalimah is a frequent speaker and author regarding trust, estate, and tax law issues. Prior to joining Key Family Wealth Consulting Group in February 2022, Kalimah held the positions of Wealth Strategist and Delaware Trust Practice Leader at TD Bank Private Client Group. Kalimah practiced commercial litigation, estate and trust law, and estate litigation at Saul Ewing (now Saul Ewing Arnstein & Lehr), a prominent Philadelphia law firm. Additionally, Kalimah served as law clerk to the Honorable Theodore A. Mckee of the United States Court of Appeals for the Third Circuit.

Kalimah is a graduate of Temple University, magna cum laude, and earned her law degree and Estate Planning Certification from Temple University Beasley School of Law. She is also a graduate of the Mid-Atlantic Fellows Institute of the American College of Trust & Estates Counsel (ACTEC) and a member of the National Bar Association and the American Bar Association's Section of Real Property and Trust and Estate Law. Kalimah is the board chair for the Goodwill of Delaware and Delaware County and a board member of the Philadelphia Elder Care Network, which she endearingly terms her “LOVE JOBs.”

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

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This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.

KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.

The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed.  They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.

Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

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