Boston Private has a well-established track record of helping you and your family implement estate plans to achieve your wealth transfer goals.
Whether you need to establish a trust or are looking for a trusted partner to act as trustee, we understand the complexity of trust administration and relationship management. We possess the experience and expertise necessary to address both the routine and unique circumstances each trust presents. Our team of fiduciary and wealth specialists will work with you to map out a strategy you can live with today and your family can look to tomorrow.
Helping a Family Plan
Family dynamics can present challenges and opportunities. See how our team of specialists works with families to ensure that the trust is planned and executed in a way that adheres to the wishes of the grantor while providing thoughtful consideration to those involved.
When a Beneficiary Needs Guidance
See how we help families navigate the complex and emotional process of carrying through a trust and estate plan. Providing your beneficiaries with expert advice, guidance, and clarity is our number one priority.
Fully Customizable Trust Services
Our team of accomplished fiduciary administration professionals has the ability to administer a broad array of trusts and estates to meet your specific objectives. We support you in your efforts:
- Maintaining control of the transfer of wealth
- Taking appropriate steps to reduce exposure to estate and income taxes
- Maintaining your privacy
- Protecting your assets from third parties, such as creditors
- Providing long-term income to family members without the burden of managing assets
- Assisting your descendants with spending decisions, ensuring they continue to benefit from your legacy as you intended
Be Prepared and Organized
Keeping a record of your accounts and information is an important part of comprehensive estate planning. We’ve developed our Vital Inventory Manager to serve as a streamlined tool to assist you in the gathering and retention of important information.
We recognize that often times a client’s portfolio holds non-financial assets such as real estate, farm and ranch land, oil, gas and mineral interests and closely held businesses. We know that these assets can be an important part of your trust’s investment portfolio.
Estate and Trust Settlement
Our professionals work with you and your trusted advisors to ensure that you receive the necessary guidance to navigate the often complex process of wealth transfer including impartial assistance throughout the estate settlement process and trust administration.
Guardianship and Conservatorship of Estate
Court-ordered guardianships and conservatorships are a tool used for the protection of estates for those who are unable to manage their own financial responsibilities, typically disabled adults or those who have not yet attained the age of majority. We pride ourselves on listening to your concerns and advocating for your loved one’s needs with professionalism and expertise.
Agent for Fiduciary
Individuals and family members are often named to serve in a fiduciary capacity either as trustee of a trust or executor/personal representative of an estate. We recognize the considerable responsibility that such a position places on an individual and that it entails dealing with many different challenges.
Who is the best choice to manage your trust?
When you need to name a trustee to manage your trust assets, you have many choices. If the trust is a living or “revocable” trust (which means it can be changed during your lifetime), you can name yourself as the initial trustee. Or you might want to name another family member or close friend.
Ready to Plan Your Future?
You have complex financial needs, so we’ve built a dedicated team of professionals who are experts in trust and fiduciary services to help support you.