Who We Are

Whether you are an individual or working on behalf of your organization, we strive to understand what drives you so that we can help you live and work the way you want.

We understand The why of Wealth®

Why you’re working so hard

to Achieve so much.

Everyone has a different reason why:

  • To make a difference
  • To turn an idea into a business
  • To give back
  • To provide more for your employees
  • To spoil the grandkids
  • To provide for the next generation
  • To have peace of mind

Our clients have
inspirational stories
about their
Why of Wealth

We are inspired every time we meet them and learn more about them and we thought you might be, too.

Watch More Stories


Our Approach

It starts with listening.

Our approach to building a trusted relationship is what sets us apart because every professional you work with cares about one thing: helping you live the life you want.  To do that, we have to understand what kind of life that is, which is why we ask questions you may not expect.  And then we listen.

More About Our Approach


  • We understand our clients’ lives, not just their financial needs.
  • We trust and respect the great people we work with.
  • We do the right thing  –  always.
  • We check our egos at the door.
  • We communicate and collaborate to create the best solutions for our clients.
  • We foster enduring relationships.
  • We actively support the communities we serve. 
  • We pledge to treat each client with exceptional care.
  • We are proactive in everything we do.
  • We embrace knowledge and technical excellence.


The Boston Private team consists of some of the most accomplished people in the wealth, trust, and private banking industries. Some of the nicest people, too.

Our People

Employee Directory

Browse Full Directory

Commitment to the Community

Boston Private is also deeply committed to the communities in which we live and work, providing financial solutions for affordable housing, first-time home buyers, economic development, social services, community revitalization and small businesses.

More About Our Commitment

Financial Strength

We are proud of the balance sheet profile and credit quality that we have achieved as a Company. We are constantly focused on meeting the borrowing needs of our high-quality clients, while at the same time maintaining stringent underwriting standards. Striking this balance is an ongoing team effort at work across our Company. 

Get the Facts

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