Equifax, a national consumer reporting agency, has announced an extensive cybersecurity incident involving unauthorized access to consumer information.
The Expertise to Manage your Specialty Assets
Boston Private recognizes 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. Our team of trust officers has the knowledge and expertise to identify the unique characteristics of these assets and understand how they factor into the administration of your trust and integration into your wealth transfer strategy. We will: