Operating a business presents unique challenges and opportunities. Having a partner that understands your business can help you overcome obstacles and achieve your goals. Boston Private’s professionals have extensive experience working with businesses.
How we work with you
Boston Private partners with your business to understand what your goals are – both short term and long term. We work to ensure you have sufficient cash flow, have access to credit for unexpected opportunities, and help you plan for the future of your business – whether you are passing it along to the next generation or valuing your business for sale.
We offer comprehensive commercial banking services to help you address your complex financial needs. Our dedicated team of professionals will work closely with you to select an appropriate combination of deposits, money market accounts, short-term investments and cash management solutions to ensure you make the most out of your business.
Taking out a loan is a big deal. At Boston Private we support you every step of the way with extensive lending services you can trust. From commercial real estate and business lending, to specialty lending, we offer a range of flexible options that help you navigate personal risk while reaping big business rewards.
Corporate & Nonprofit Asset Management
Your goals are what drives our investing. We access the universe of available investment vehicles to construct our investment portfolios based on your organization’s goals, time horizon and perspective on investment risk. Then we design an Investment Policy Statement tailored to meet those needs.
Retirement Plan Advisory Services
We can help your employees retire successfully. We’ll work hands-on with your organization to design and implement a high-quality retirement plan customized for you. Fiduciary governance, plan design consulting, investment oversight, employee engagement and education — we can help you handle it all.
It is a pleasure working with a bank that understands our industry! Your knowledge of our industry enables you to provide superior service and expert advice to our firm. It’s a pleasure to work with a bank that not only understands our firm but also our industry’s specific needs. We can always trust you to offer us solutions that are customized and flexible.
Who We Help
Are we the right partner for your organization? We know one thing for sure: that we will get to know you and your organization better than expected so that we can offer you the best advice and guidance possible. Many other organizations have already discovered this and we want you to as well.