Personal

What We Do

Boston Private provides a full spectrum of wealth, trust and banking services for one simple reason: To give you the dependable resource you need to achieve your goals, hopes and dreams.

Our Goals-Based Approach

We take a 360˚ view of your financial life because we believe it will deliver a better outcome for you. Our integrated approach takes into account your short-term wants and needs while helping you plan for the long term.

  1. Examine your needs holistically. 
  2. Partner with you (and your advisors) to understand what you want to accomplish. 
  3. Design a plan to help you achieve your goals. 

Private Banking

Our private bankers will get to know who you are and understand your personal goals. They’ll take a complete look at assets, liabilities and cash flow to design a personalized banking solution for all of your deposit and savings needs. Checking and money market accounts, debit and ATM cards, online and mobile access. Whatever you need, we’ll help you manage it.

Manage your cash with ease

Featured Services

Personal

Checking & Savings

  • Checking Accounts
  • Money Market Accounts
  • FDIC Insured Sweeps
  • Certificates of Deposit (CDs)
Personal

Account Services

  • ATM & Debit Cards
  • Debit Card Management
  • ACH and Wire Transfers
  • Foreign Exchange

Lending

First-time home buyer? Refinancing an existing property or financing more complex investments? Need help with other personal endeavors? We provide a wide array of personal lending services that offer sophisticated financing options for your unique borrowing needs.

Borrow without hassle

Wealth Management

Whether you are in the accumulation phase of wealth building, nearing retirement, or planning your legacy, we can help you achieve your financial objectives. We’ll help formulate a personal wealth strategy for you so you get the most out of your hard work.

Plan your future today

Trust & Estate Services

Your estate plan and trust are as individual as you are. Our team of seasoned trust officers will guide, manage and maintain your wealth transfer plan to ensure that your assets are passed on to your beneficiaries as you intend.

Setup your trust

Family Office

We can also act as your family’s personal COO. Our exclusive family office team is dedicated to serving ultra-high-net-worth investors with all-inclusive family financial management.

What we have to offer

Who We Help 

Wondering if we're the right partner for you?  We serve many different clients with a wide range of needs.  To learn more about how we help clients like you, visit our Who We Help section to watch client stories and hear about how far we really go to understand you.

Who We Help

Financially, I have to juggle a growing business and a growing family. My private bank has the expertise to help me plan for both.

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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