Managing your own business can be challenging and time-consuming. That’s why successful business owners and their families trust Boston Private to manage both their business and personal financial needs that are often interrelated.
Our team has a deep understanding of the financial issues business owners and their families face and has the broad expertise to create the comprehensive solutions they require. Whether you are focused on growing your business, formulating an exit strategy, or somewhere in between, 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—now and in the future. Your dedicated relationship manager will get to know you, your business, and your family very well and will work in concert with your other advisors to maximize value while managing risk.
We know from experience that the business and personal financial needs of business owners are often interrelated.
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 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 will have a strong 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 a construction loan, traditional commercial mortgage, an Industrial Development Bond, and an SBA 504 loan.
We advised on the financing structure and provided an ESOP term loan and a line of credit to support growth.
We provided a term loan and expanded the company’s line of credit to finance this "growth through acquisition" opportunity.
We understand the special credit needs of privately held, family-owned, multi-generational businesses and have extensive experience crafting tailored credit solutions that help you achieve your goals. And while we offer the comprehensive products and services you expect from a larger financial institution, our experts have the ability to make timely decisions in your local market that streamline the process.
At Boston Private, we’ll help you select a combination of deposit accounts, money market accounts, and short-term investments that meet your yield, liquidity, and safety objectives. We offer a full range of treasury and cash management services and will work closely with you to meet the specific cash flow cycles of your business.
Given the magnitude of the wealth at stake in privately held, family-owned, multi-generational businesses, it is critical to have a comprehensive succession plan in place. Whether you are selling outright, retaining a portion, or transferring to family members or key employees, we can provide you with the oversight and structuring advice to execute the transfer of your privately held business in order to maximize value. We also provide advice on cash flow strategies and employee stock option planning.
ONE TRUSTED RESOURCE FOR THE WEALTH MANAGEMENT AND PRIVATE BANKING NEEDS THAT COME ALONG IN LIFE.
As a leading and highly visible 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 their mutual success.