As a director in Key Bank's Family Wealth Consulting Team, Anne Marie Levin works with a team of tax attorneys and investment professionals who work with high-net-worth clients and business owners -- helping them to design and implement sophisticated wealth strategies as part of Key Private Bank's personal and family CFO services. The team specializes in various complex financial planning strategies, including tax reduction, transactional tax, alternative risk management practices, philanthropy, asset protection, legacy planning and complex credit and leverage strategies.
As the national practice leader for Family Wealth Legacy Planning Services, Anne Marie focuses on the missing piece to traditional wealth-transfer strategies -- the human side of planning. She leads the Legacy Planning Services team to educate, facilitate and guide families to ensure sustainable multigenerational wealth transfer and family unity by identifying and implementing the family's values and mission, increasing effective communication and trust, preparing heirs and creating and preserving a meaningful legacy for many future generations.
Anne Marie is a certified Heritage Design Professional and holds a bachelor's degree in psychology and sociology from Villanova University, a law degree from Temple School of Law and a Master of Laws in Taxation from Villanova University School of Law.
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