Support That Makes A Difference

The Boston Private Wealth Management Group is a special network of independent firms that derive great benefit from their affiliation with Boston Private, and one another.

They have access to financial capital. We provide financial resources to support new business ventures, to enhance marketing and community activities, and to provide the added backing to further the growth and development efforts of our firms.

We provide our firms with access to intellectual expertise across many disciplines. Experienced specialists are available to offer guidance on sales and marketing strategies, and to support leadership development programs. Our Compliance and Risk Management Office works with our firms to create and execute policies and processes and ensure compliance with federal and state laws and regulations. Our Legal Department is available to provide counsel and guidance on legal issues, while our Human Resources Department serves the needs of the employees.

Our firms gain access to a peer network that shares ideas and “best practices,” while working together to find synergies, and enjoying the intellectual reciprocity that occurs within the group.