Teaming up with those who help and inspire others, Boston Private and Team IMPACT form strategic partnership.Read Post
A well-constructed estate plan reduces stress and legal hassles for your family. It also gives them direction if you’re incapacitated. And there are other benefits too, says Boston Private’s Gerald Baker, J.D.Read Post
At Boston Private, we sponsor a diverse group of organizations that share many of our own values while educating and inspiring the people and communities around them. The answer is different for every organization. We took 30 minutes with Seth Rosenzweig, Executive Director of Team IMPACT, an organization that connects children facing serious and chronic illnesses to local college athletic teams, forming life-long bonds and life-changing outcomes, to learn more about his biggest influences and what has driven the organization’s success.Read Post
While investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.Read Post
Talking about money with your spouse can get stressful, even if your relationship is on solid ground. Here are some ideas to keep those conversations on the right track—and leave your “emotional baggage” behind.Read Post
Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.Read Post
At Boston Private, our mission is to simplify and strengthen your financial life. Having a trusted advisor to keep you focused on reaching your goals can help you avoid emotional decision-making.Read Post
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