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Posts you may be interested in

Posts 1 - 10 of 11 Previous 1 2 Next
Sustainable Buildings Are Investments in Your Portfolio — and Your Legacy
1/07/19
Posted in Insight & Opinion
  • Optimizing Operations
  • Market Commentary

Investing in sustainable buildings leads to financial gains for developers and investors and improved quality of life for tenants.

Read Post
How effective use of a ‘defective’ trust reduces taxes on property transfers
9/18/18
Posted in
  • Optimizing Operations
  • Financial Planning
  • Market Commentary
  • Financial Planning

If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.

Read Post
Short-term liquidity options: What are your choices?
3/13/18
Posted in In the News
  • Financial Planning
  • Market Commentary
  • Optimizing Operations

When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.

Read Post
Five things to consider before you buy your Florida getaway
2/02/18
Posted in Insight & Opinion
  • Financial Planning
  • Optimizing Operations

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
Tempted to offer cash to seal your dream home deal?
1/16/18
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

In today’s highly competitive real estate market, many buyers are finding that the only way to get the home of their dreams — and not come away as a disappointed runner-up — is to make a cash offer. Learn what’s behind the trend and how to decide if a cash offer is the right strategy for you.

Read Post
 
Meet Annette. This is her WHY.
10/01/17
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Doing for others has been instilled in Annette Palazuelos since childhood. Her definition of wealth has less to do with money and more to do with being able to employ people, help their families, and give back whenever possible.

Read Post
 
Meet Bob. This is his WHY.
10/01/17
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.

Read Post
 
Webinar Replay: Talking to Your Children About Money
2/09/17
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning

Our panelists discuss lessons and strategies that have enabled them to effectively engage clients’ children to nurture financial savviness with moderator, Liz Moyer, a leading financial journalist for The Wall Street Journal and The New York Times.

Read Post
No Child is too Young or too Old to Learn About Money
2/06/17
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning
  • Financial Planning

How prepared are your kids to tackle lifestage financial decisions, such as buying a first home? Most parents are concerned about setting a good financial example for their kids, but fewer than half actually talk about money at home.

Read Post
 
Webinar Replay: Q1 2017 Market Review & Outlook
1/19/17
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Market Commentary

Join the Boston Private investment team on Thursday, January 19 at 3 p.m. Eastern Time as they share their insights on the macroeconomic and market outlook for 2017.

Read Post
Posts 1 - 10 of 11 Previous 1 2 Next

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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