The Experience

Embark on a transformative journey with Discover Your Family’s Purpose and your trusted team of Key professionals—from investment advisors to family governance experts. This experience is more than planning; it’s about crafting a legacy that unites generations through shared values and purpose, guided by advisors who will provide the framework to align your goals and prepare for the expected–and the unexpected. As author Carey Spencer writes, “Action transforms aspiration into reality.”

Together, we will help you to create a thriving family culture—rooted in wisdom, connection, and stewardship—that can endure for generations.

 The Book

In Discover Your Family’s Purpose, Carey L. Spencer invites families to redefine wealth as more than money—it’s about trust, relationships, and a lasting legacy. Through practical tools like family mission statements, storytelling rituals, and visionary governance, this book guides you to build a shared purpose that unites generations. With real-life examples and expert insights, Spencer blends empathy and expertise to help families navigate challenges, foster resilience, and create a legacy that endures. Whether you’re a parent, grandparent, or family leader, this is your roadmap to a thriving family culture rooted in values and connection.

Our Gift For You

On behalf of of KEY Private Bank we are pleased to offer you a choice of either an e-book version or audio book version of Discover Your Family’sPurpose. Just tap the image for the version you wish to immediately receive, and enter the access password you were given. If you did not receive a password frrom KEY, please contact us HERE and we will help get one to you.




Get in Touch

Whether you have a question, an idea, or just want to say hello, feel free to reach out—we’re here to help.