See how easy it is to enhance your cybersecurity. Join us and participate in Cybersecurity Awareness Month. We’ve put together a convenient list of strategies, tactics and resources you can use to help safeguard the personal information on your computers and mobile devices. Throughout October, we’ll be educating clients, family and friends on simple ways to keep confidential online information safe and secure.

Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.

Trusts are invaluable for the transfer of wealth. Unfortunately, the original wishes of trust settlors may not be fully adhered to across the generations. Appointing a trust protector can help alleviate this issue, hedge against unforeseen circumstances and provide a trust with the flexibility needed to persevere from one generation to the next. We examine the role and authority of trust protectors and discuss the section criteria.

Boston Private partnered with Artists for Humanity to have a new office mural designed and painted that illustrates the city’s iconic landmarks and the firm’s long-standing connection with the community. We chatted with two artists closely involved in the project to hear about AFH’s mission, the creative process and the artists’ inspiration for the mural.

The House Ways and Means Committee passed an estimated $3 trillion spending bill as part of President Biden’s Build Back Better Act. To finance these programs, the bill includes roughly $3 trillion in new taxes.