Key Family Wealth

Key Family Wealth is a prominent multi-family office based in Cleveland, Ohio, specializing in comprehensive wealth management services for ultra-high-net-worth families across the United States. The firm offers a range of services, including investment management, tax strategy, estate planning, governance, and philanthropic structures, leveraging its extensive banking resources to integrate personal and business balance sheets across generations. This holistic approach emphasizes disciplined portfolio construction and bespoke credit solutions tailored to each family's unique needs.

The firm's investment strategy focuses on a diversified portfolio encompassing private equity, real estate, and venture capital, targeting growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. Key Family Wealth employs a rigorous due diligence process to identify and invest in high-potential assets across various industries, such as technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, manufacturing, retail, transportation, utilities, education, hospitality, and agriculture. This diversified approach aims to achieve sustainable growth and long-term value creation for its clients.

Key Family Wealth has been recognized for its excellence in wealth management, receiving multiple awards over the years. Notably, in 2025, the firm was honored with the 'Best Family Wealth Solution' award at the Family Wealth Report Awards for its enhanced legacy planning services. Additionally, in 2023, it was named 'Best Multi-Family Office' in the $10 billion - $20 billion category at the Private Asset Management Awards. These accolades underscore the firm's commitment to delivering exceptional client service and innovative wealth management solutions to its clients.