Key Family Wealth Honored with 'Best Educational Initiative' at 2026 PAM Awards
Key Family Wealth's Recognition at the PAM Awards
On February 6, 2026, Key Family Wealth received the prestigious 'Best Educational Initiative' award at the Private Asset Management (PAM) Awards held in New York City. This recognition, awarded by an independent panel of industry experts, highlights Key Family Wealth's commitment to excellence in educational program delivery within the wealth management sector.
For over two decades, the PAM Awards have stood as a benchmark for quality and performance among wealth management firms. The award acknowledges the firm's innovative educational programs that equip families with essential tools to navigate the complexities of wealth stewardship across generations.
Key Family Wealth’s comprehensive education platform boasts a remarkable track record, providing 48 customized educational experiences and 77 significant engagement events in the past year alone. The platform's approach transcends conventional financial training; it encompasses emotional, relational, and practical challenges faced by heirs and inheritors.
Robert Weiss, the Head of Key Family Wealth, expressed gratitude for the recognition, stating, "This award validates our belief that families need more than financial education; they require a thorough preparation that acknowledges the multifaceted nature of wealth's influence on familial relationships and individual identities." He further highlighted that the educational experiences are meticulously designed to promote intergenerational understanding and emotional intelligence.
Innovative Educational Offerings
The education platform features strategic collaborations with notable organizations, including EVERFI, which provides financial literacy modules tailored for a diverse age range, from young children to emerging adults. Additionally, partnerships with Tamarind Learning offer specialized modules centered on Beneficiary Fundamentals and Stewardship. Our collaboration with Corenology focuses on establishing values-based family alignment, which is crucial for sustained wealth stewardship.
Moreover, the platform introduces personalized life coaching services that have garnered positive feedback, equipping the next generation of wealth stewards with the necessary skills to tackle the unique challenges associated with inherited wealth.
Experience Highlights
Key Family Wealth has developed several unique experiences, such as:
- - Family Milestone Experiences: Structured opportunities for dialogue among generations, fostering understanding and collaboration.
- - Family Alignment Days: Events designed for families to explore their core values, purpose, and legacy.
- - Family Journey Experiences: Initiatives where families can document their heritage, beliefs, and values, creating a legacy that extends beyond financial wealth.
About Key Family Wealth
Key Family Wealth is part of Key Private Bank and is recognized as one of the largest and oldest multi-family offices in the United States. As of December 31, 2025, it manages approximately $22 billion in assets under management (AUM) and $29 billion in assets under advisement (AUA). The firm takes pride in developing and implementing impactful investment, tax, and estate strategies tailored for ultra-high-net-worth families, helping them to cultivate, preserve, and protect their wealth across generations.
Key Family Wealth provides clients with a team of dedicated advisors with expertise spanning investments, tax strategies, philanthropy, credit, and estate planning, all aimed at delivering an exceptional client experience.
About KeyCorp
KeyCorp’s history dates back over 200 years to Albany, New York. With its headquarters in Cleveland, Ohio, KeyCorp stands as one of the nation's leading bank-based financial services organizations, boasting approximately $184 billion in assets as of December 31, 2025. Through KeyBank National Association, KeyCorp offers an extensive array of deposit, lending, cash management, and investment services in 15 states, supported by a network of around 950 branches and 1,200 ATMs. Furthermore, it provides sophisticated corporate and investment banking products, including merger and acquisition guidance, debt and equity support, and more, primarily through KeyBanc Capital Markets.
For additional information about Key Family Wealth and its array of services, visit https://www.key.com/. KeyBank is a member of the FDIC.
Topics Financial Services & Investing）
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