Whether you are an independent private school, charter school, or private college, Boston Private’s team of highly experienced wealth management and private banking professionals will provide you with personalized advice and guidance to help you accomplish your goals.
The breadth and depth of our banking and wealth management capabilities enables us to bring together whatever resources you need. Our objective is always to become your trusted advisor, and we promise you a personal and responsive relationship that you can count on. We’re proud of the many long-term relationships we have with educational institutions. Our extensive resources are always available to address your educational institution’s changing needs with the advice and attention you deserve.
Many of our clients’ board members, senior administrators, and donors are also clients. Like the educational institutions they serve, they have financial challenges and opportunities that continually arise.
Maybe you need help navigating such complex areas as financial, tax, retirement and philanthropic planning; estate and wealth transfer planning; investment management; and family office services. Maybe you want your own private banker who can assist you with your day-to-day banking needs. Or maybe you’re ready to finance a new home or vacation home.
Whatever your business or personal financial needs may be, at Boston Private you have a personal connection to a relationship manager who knows you and can put our resources to work for you at a moment’s notice. Let’s talk about how we can begin making a difference for you.
We provided $40 million tax-exempt bond financing for the construction and permanent financing.
We provided a line of credit to help smooth seasonal cash flows of their operating account.
We listened carefully to the client to understand the investment goals and income needs of the endowment and then together created an Investment Policy Statement that would achieve the desired results.
We offer the comprehensive services you expect from a larger financial institution. Our experts have the ability to make timely decisions in your local market and have extensive experience crafting tailored credit solutions.
Get your own dedicated private banker to help you manage your banking needs. We offer a full range of treasury and cash management services and will work closely with you to provide the focused attention and proactive advice you need to meet the specific cash flow cycles of your business.
The investment challenges that institutions face, especially educational institutions, can be wide-ranging and extremely complex. Our investment professionals serve as experienced and skilled partners who can provide objective financial guidance and strategic investment solutions to meet those challenges.
Our investment platform allows us to provide you with a well-diversified investment solution that aligns with the unique investment requirements of each type of planned gift.
One trusted resource for the wealth management and private banking needs that come along in life.
As a leading member of the community that serves the financial needs of local businesses, Boston Private has access to resources and relationships that can benefit all our clients. We pride ourselves on connecting our clients to others in the community to foster success.