Key Family Wealth wins top educational award after delivering 48 programs and 77 engagements
Key Family Wealth secured the “Best Educational Initiative” award at the 2026 Private Asset Management Awards following delivery of 48 bespoke education experiences and 77 milestone engagements over the past year. The multi-family office division oversees approximately $22 billion in AUM and $29 billion in AUA as of December 31, 2025.
1. Award Recognition and Significance
Key Family Wealth was honored with the Best Educational Initiative award at the 2026 Private Asset Management Awards in New York City, chosen by a panel evaluating qualitative and quantitative performance. The accolade highlights the division’s leadership among private wealth management firms in designing impactful learning programs.
2. Education Platform Deliverables
Over the past 12 months, the platform delivered 48 bespoke education experiences and 77 milestone engagements addressing technical, psychological, relational, and practical challenges of intergenerational wealth. Offerings include Family Milestone Experiences, Alignment Days, and Journey sessions to foster dialogue on legacy and values.
3. Strategic Partnerships and Offerings
The initiative leverages partnerships with EVERFI for financial literacy, Tamarind Learning for stewardship modules, and Corenology for values alignment, supplemented by a life coaching service tailored to next-generation stewards navigating inherited wealth complexities.
4. Scale and Client Focus
As of December 31, 2025, Key Family Wealth manages roughly $22 billion in assets under management and $29 billion in assets under administration. Its dedicated advisory teams deliver integrated investment, tax, estate, philanthropic and credit solutions aimed at preserving and growing ultra-high net worth family wealth.