Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered in Boston, we serve clients from our offices located in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm Beach.
We’re committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often interconnected.
As wealth creators, our clients value having one trusted resource that can help them address all of their wealth management, trust, and private banking needs.
We hope you can join us and other CFOs, general counsel, and managing partners from across the country at the Wequassett Resort and Golf Club on Cape Cod, MA from June 14 - 16, 2017. Guests will come together in an intimate setting to participate in networking activities and attend CPE-eligible roundtables and general sessions where they will discuss best practices, current trends and issues affecting the industry.