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Key Family Wealth Overview
Type
Multi Family Office
General Information
Key Family Wealth is a multi-family office headquartered in Cleveland, United States. Founded in 1825 and rooted in KeyCorp’s longstanding commercial banking heritage, the firm advises ultra-high-net-worth families nationwide on investment management, tax strategy, estate planning, governance and philanthropic structures, leveraging bank-based resources to integrate personal and business balance sheets across generations, emphasizing disciplined portfolio construction and bespoke credit solutions.
Contact Information
Website:
https://www.key.com/kpb/our-approach/family-wealth.html
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Cleveland, OH, United States
Portfolio & Notable Allocations
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