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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.
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The majority of our offices remain open with enhanced hygiene practices in place. We have decided to temporarily close a few offices.
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Use Digital Banking to take care of your banking needs at home. Make deposits, transfer money, check your balances, and set up notifications.
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Looking for a bank relationship that includes a dedicated private banker and the ability to manage all of your personal finances on one platform?
Enhance Your Financial Journey
Enrich your visibility, communication and collaboration with your Boston Private advisors using the new Wealth Access platform. Receive real-time access to your portfolio and communicate directly with your wealth management team via computer, tablet or smart phone.
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.
Experience Elevated Banking
If you have been looking for a meaningful bank relationship that includes a dedicated private banker and the ability to manage all of your personal finances on one easy-to-use platform, then Boston Private is right for you.
Our Approach
Our mission is to understand what our clients’ wealth is really for and to support them in achieving their greatest aspirations. We provide advice through a customized experience with wealth planning expertise that fully integrates every part of your life.
Our Thinking
Read more of Our Thinking
Whether you are aware of it or not, your money story impacts your financial decision-making, habits, and well-being. Listen to our discussion to learn how to uncover family money messages, change unhealthy mindsets, and talk more openly about money across generations.
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Once again consumer spending is shifting due to price gains and the surge in COVID-19 cases. However, stock performance remains strong despite waning economic data and stretched valuations. Added to the mix are economic policies in China that may negatively impact Chinese equities in the short term. As the summer comes to an end, investors would be wise to keep an eye on China’s policies as well as the Fed as it focuses on upcoming employment metrics.
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The skills, tactics and resources needed to successfully transfer wealth from the first generation to the second are often present but overlooked by many families. In the second of three podcasts on the subject, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Gerald Baker dig deeper into the series of steps they’ve found most effective when working with families planning generational wealth transfers.
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Preparing to inherit wealth involves many interdependent facets that can become overwhelming. To overcome these challenges, Boston Private partnered with the University of Chicago Booth School of Business to develop a Mentorship and Preparedness Program that readied next generation family members for their transition. Hear about this 6-week program from a recent participant.
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