Educational Partners

2025 Educational Partners

Featured Content

Recent Article – Profitability drivers, trade-offs, and strategic considerations

Awards –
2025 FWR -Best Family Office Solution 2025 FWR - Women in Wealth Banking 2023 FWR – Leader in Wealth Counselling

Key Family Wealth (KFW), Key’s multi-family office division, is a premier provider of integrated wealth management solutions for ultra-high-net-worth families and first-generation business owners.

Rooted in 200 years of trust and service, KFW guides families through pivotal transitions with expertise and care. Our capabilities span investment consulting, estate and tax planning, family governance, and philanthropic advisory.

Clients benefit from a dedicated team of KFW’s credentialed professionals—including JDs, CPAs, CFAs, and CFPs—who average 22 years of experience and collaborate across Key’s commercial and investment banking platforms to deliver seamless, conflict-free advice.

KFW is distinguished by its award-winning legacy and education services, including family purpose statement development and generational readiness programs.

Recognized for “Best Family Wealth Solution” last year by Family Wealth Report, KFW continues to grow, welcoming 30 new families last year alone. At the Ultra High Net Worth Institute, KFW is proud to share its expertise in building enduring legacies through strategic, values-driven wealth stewardship.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry