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.
Boston Private is also deeply committed to the communities in which we live and work, providing financial solutions for affordable housing, first-time home buyers, economic development, social services, community revitalization and small businesses.
Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
“Being named to this list further affirms Boston Private’s ongoing commitment to deliver the highest level of wealth management and
private banking services while practicing strong corporate governance and shareholder-friendly practices.”
– Clay Deutsch, CEO, Boston Private Financial