Business owners, CEOs, and CFOs of privately held companies often tell us that their previous banker didn’t understand their business. At Boston Private, the foundation of every client relationship is a thorough yet evolving understanding of their individual business. Your relationship manager will draw on our extensive resources to help you meet the challenges of managing your business, resulting in an experience that is truly personal.
Whether you are growing, transferring ownership, or somewhere in between, our team of banking and wealth management experts will work with you to formulate and execute a plan that integrates the goals you have for your business, yourself, and your family.
For businesses of all sizes, it’s getting increasingly difficult to prevent data from being compromised. Watch this webinar to learn how you can stay ahead of the curve and protect your organization. Boston Private’s Chief Risk Officer, Tom MacDonald, CFA moderates with special guest speaker and former FBI agent, John Mulvaney, CPA, CFE.