Key Family Wealth

Key Family Wealth

Key Family Wealth traces its origins to 1825 through KeyCorp's commercial banking franchise. Robert Weiss was appointed head in January 2025, bringing prior experience from First Republic and J.P. Morgan. The platform operates as a multi-family office that combines bank balance-sheet capabilities with dedicated family-office advisory across generations. The firm deploys capital across private equity, private credit, real estate, hedge funds, digital assets, and collectibles. It executes direct co-investments and SPVs alongside fund commitments. Confirmed exposures include ClimateTech, FinTech, Healthcare Services, and Luxury positions. Geographic reach covers North America, Europe, and Asia. Investment stages center on early-stage and growth opportunities. Bespoke credit facilities are structured directly for clients alongside traditional portfolio construction. The team includes Joe Skarda as President of Key Wealth, Michelle Kumar Perez as Managing Director and Head of Client Development & Strategy, and Cathy O'Malley Kearney as National Head of Key Private Bank. Additional vehicles include the KeyBank Foundation and the Key to Healthy Homes Initiative in Western New York. Joe Skarda serves on the board of One Million Degrees. January 2025 marked the leadership transition to Weiss. The firm holds memberships in Private Asset Management and Family Wealth Report networks. Key Family Wealth maintains a hybrid structure that integrates commercial-banking resources with dedicated multi-family-office governance. This architecture allows simultaneous management of personal wealth and operating-company balance sheets without requiring separate external mandates.