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We bring together a full spectrum of wealth, trust, and banking services designed to give you one trusted resource to help simplify and strengthen your financial life.
Visit Our Offices
in Person
The majority of our offices remain open with enhanced hygiene practices in place. We have decided to temporarily close a few offices.
Access Digital Banking Anywhere
Use Digital Banking to take care of your banking needs at home. Make deposits, transfer money, check your balances, and set up notifications.
Information For Our Borrowers
We are working with regulatory agencies and other groups to determine how best to support clients experiencing difficulty in maintaining residential loan payments.
Financial Hardship Assistance Program
For those experiencing financial difficulty as a result of the COVID-19 pandemic, Boston Private is offering three months of payment deferment on residential mortgages. We encourage our clients experiencing this financial hardship to reach out to us for this assistance.
Paycheck Protection Program
The Paycheck Protection Program provides forgivable loans to small businesses to help them pay their employees and cover other eligible expenses during the COVID-19 crisis. Loans are up to $10 million and can be forgiven for the full amount.
Our Financial Strength
In times of volatility, it’s important to work with an institution with proven financial stability. You can rest easy knowing that Boston Private Bank & Trust Company’s safety and soundness was ranked “Superior” according to IDC Financial Publishing (as of December 31, 2019).
Access Digital Banking Anywhere
Simplify your everyday banking by managing all of your personal or business finances across all of your devices within a single, secure platform.
Our Thinking
Read more of Our Thinking
Join us for a discussion on how the 2020 election will impact the markets and tax policy.
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As this summer boasted strong index returns on major gains in the tech sector, we’re now facing the potential for stagnating economic growth ahead of the election season, with uncertainties related to Covid-19 still on the horizon. Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis.
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In this week’s Family Office Connections podcast, Edward Marshall is joined by Anne Lyons and Judy Boerner-Rule for a discussion on the evolution of the estate and lifestyle management industry and changes imposed by Covid-19. Listen Now.
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Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.
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