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For more than 190 years, Key Private Bank has been at the forefront of helping affluent families take a comprehensive approach to building, managing and protecting their wealth in any market environment. As a fiduciary, Key Private Bank combines the tailored insights of our local teams with the national expertise of wealth and investment strategists to deliver objective advice and personalized solutions for each of our clients. Key Private Bank is honored to have received multiple prestigious awards for providing clients across the U.S. with outstanding service, expert advice and sound financial direction year after year. Key Private Bank has $39.7billion in AUM and $43.2 billion in AUA at June 30, 2020.

Gary Poth

Executive Managing Director, Head of Key Family Wealth

Award Category
Family Offices: Client Initiative
Key Private Bank Enhances Family Office & Investment Consulting Services
Key Family Wealth’s enhanced Family Office and Investment Consulting Services include: 

Joe Calabrese

National Head of Wealth Advisory Services

Award Category
Key Private Bank Enhances Trust/Fiduciary Services
Key Private Bank enhanced Trust/Fiduciary services—bolstering Trust Real Estate, Trust Tax, Estate Settlement, Irrevocable Life Insurance Trusts, Post-Mortem Administration and Non-Profit service offerings. Three principles guided the expansion of these services:
KPB launched Key Wealth Direction® to understand real-time progress against goals to:
Estate Planning Strategies in a Low-Rate Environment
How can historically low rates influence your estate strategy, and how can you start taking action?
Five Ways to Organize Your Finances During the COVID-19 Crisis
The pandemic is a reminder of how important it is to be prepared. Take the time to organize your finances with these tips.
Life Insurance Changes in the COVID-19 World
Some may find securing life insurance challenging in today’s environment, there are opportunities for many to find a policy that delivers value.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: