Boston Private Wealth offers investment management & consulting, wealth advisory and planning, and family office services as well as private banking and trust services in partnership with its parent company, Boston Private Bank & Trust Company.

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.

Boston Private Bank & Trust Company, its parent, its subsidiares, and their staff, do not provide tax, accounting or legal advice.  You should consult with your legal or tax advisor prior to taking any action relating to the subject matter contained in this article.

Investments are not insured by the FDIC or any other government agency, are not guarnteed by Boston Private Bank & Trust Company or its subsidiaries, affiliates or parent company, may lose value, and are not a bank deposit.

The information contained in this material is  not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement within such jurisdiction or country. The information in this material is not intended as an offer or solicitation for the purchase of stock, any other security or any financial instrument of Boston Private Bank & Trust Company or any other issuer or company.

The opinions expressed and information contained in any article published in the Vault are given in good faith and considered reliable. However, such opinions and information are subject to change without notice and are provided only as of the date issued. Neither Boston Private nor its affiliates warrant the completeness or accuracy of such information. Any third-party opinion is solely the opinion of its author and does not necessarily reflect the opinion of Boston Private or its affiliates. The materials on this website are for informational purposes only and do not take into account your particular investment objective, financial situation or need. Since each client’s situation is unique, you should consult your financial advisor and/or tax planning professional before acting on any information provided herein.