Key Family Wealth

Overview

Key Family Wealth is the multi-family office division of Key Private Bank. Founded in 2006, it serves ultra-high-net-worth families nationally. Its services include investment, tax, philanthropic, credit, and estate planning, as well as enterprise consulting, legacy planning, education, private foundation, and accounting services. The firm is registered with the SEC as an investment adviser.

Services

• Investment advisory
• Tax planning
• Philanthropy advisory
• Credit services
• Estate planning
• Enterprise consulting
• Legacy planning
• Education services

Advisory services reported on Form ADV (Item 5.G)

• Other

Location

See more firms in Washington and Seattle.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 326557), filed 06/03/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.