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About Us

Boston Private is a leading wealth management and private banking company, headquartered in Boston and serving clients from 34 offices in Massachusetts, California, Florida, Wisconsin, Georgia and Texas.

Wealth today doesn’t have a certain age, address or profession. It’s being created by an extraordinary variety of business owners, entrepreneurs, and leaders in private partnerships, nonprofits and every corner of our economy. These busy men and women are our clients, and they each have different priorities and goals for their businesses, families and communities.

At Boston Private, we’re committed to establishing a close personal relationship with each client in order to provide a sound, custom approach for your very individual needs. And as a leader in both wealth management and private banking, we have the broad expertise to evaluate your financial life as a whole, and create comprehensive solutions for whatever personal or business financial needs you may have.

Boston Private is also deeply committed to the communities in which we live and work, providing financial solutions for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.