BPFH Affiliates

Private Banking
Lending, deposits, mortgages and cash management.
Boston Private Bank & Trust Company (Boston, Los Angeles and Seattle Areas)
Borel Private Bank & Trust Company, A Division of Boston Private Bank & Trust Company (San Francisco, CA Area)

Wealth Advisory
Fee-based financial planning, asset allocation, tax strategies and philanthropic services.
Bingham, Osborn & Scarborough, LLC (San Francisco, CA Area)
Davidson Trust Company (Philadelphia, PA Area)
KLS Professional Advisors Group, LLC (New York, NY Area)

Investment Management
Full spectrum of portfolio management products and services.
Anchor Capital Advisors, LLC (Boston, MA Area)
Anchor/Russell (Boston, MA Area)
Dalton, Greiner, Hartman, Maher & Co., LLC (New York, NY Area)

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