Benefits For Clients

Clients appreciate the additional benefits that come from firms that are members of the Boston Private Wealth Management Group.

Our firms:

Meet stringent standards of excellence
Meeting stringent standards of demonstrated performance, financial metrics, strong leadership, and having an uncompromising commitment to quality relationships and
“doing the right thing” are requirements for all our firms.

Have great backing
Boston Private provides significant asset backing, access to financial capital, and offers support from specialized experts in marketing, sales, leadership development, compliance, and legal.

Can offer more solutions
Through their affiliation, our firms meet other quality companies that can provide private banking, financial and tax planning, asset allocation, estate planning, retirement plans, philanthropic services, money management, and more.

Are well governed
Our oversight and resources help our firms meet all compliance and regulatory requirements.

Won’t change
Boston Private fosters autonomy and entrepreneurship, and doesn't impose change on its firms. Providing specialized client care and individual solutions, through local businesses with deep roots in the community, is the cornerstone of the company.