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.

Understanding
The WHY of Wealth

We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.

See Their Stories

Customization Is Our Standard

Your financial needs are uniquely yours.  That’s why we don’t “bundle” or “package” products.  We listen, understand and build solutions appropriate for you. 

Our Approach

We Make the Complex Appear Simple

Speed and agility aren’t words you typically associate with a financial services firm, but for us it's just how we operate.  That's why clients with complex needs trust us to get it done for them.

Who We Help

 

Meet Renaud. This is his WHY.

After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.

Watch More Stories

 

The Why of Wealth Report

Millennials feel the greatest sense of responsibility to give back when thinking about their wealth. View the Infographic.

Download the Report

Why of Wealth Infographic Thumb

Caution: External Link

You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business or organization. Boston Private provides this link as a service to our website visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains. 

Continue Cancel - Stay on BostonPrivate.com