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BOSTON PRIVATE IS NOW A PART OF SVB PRIVATE BANK

Banking and wealth management focused on your unique wealth journey. Together we are the trusted advisor to individuals in the global innovation economy.

Our Approach

 

Our mission is to understand what our clients’ wealth is really for and to support them in achieving their greatest aspirations. We provide advice through a customized experience with wealth planning expertise that fully integrates every part of your life.

What Does Wealth Mean to You?

Please take a minute to answer four (4) questions below to learn how you compare to your peers.

* Red asterisks indicate a required response.

What is your gender?
How old are you?
What is the value of your Investable Assets?

Everyone has a different journey in life, but finding similarities can help guide you. Below are your results and how you compare with your peers.

Gender
What is your gender Results 57.75% of resondents said male; 42.25% of respondents said female; 0% of respondents prefered not to answer. 57.75% 42.25% 0%
  • Male
  • Female
  • Prefer Not to Answer
Age
How old are you Results 2.25% of respondents were Gen Z; 27% of respondents were Millenials; 33.5% of respondents were Gen X; and 37.25% of respondents were Baby Boomers. 37.25% 33.5% 27% 2.25%
  • Baby Boomer (57+)
  • Gen X (41-56)
  • Millenial (25–40)
  • Gen Z (16-24)
Investable Assets
What is the value of your investable assets Results 32.75% of respondents stated they had investable assets between $1 million and $4.99 million; 30.75% of respondents stated their investable assets were between $5 million and $9.99 million; 20.5% of respondents stated their investable assets were between $10 million and $14.99 million; 16% of respondents stated their investable assets were over $15 million. 16% 20.5% 30.75% 32.75%
  • $15M+
  • $10M-$14.99M
  • $5M-$9.99M
  • $1M-$4.99M
Which terms best capture your definition of wealth? Select all that apply.
Definition of Wealth by Generation & Gender
Overall GenZ
(16-24)
Millenials
(25-40)
Gen X
(41-56)
Baby Boomers
(57+)
Male Female Prefer Not to Answer

Peace of Mind

52.8%
55.6%
45.4%
48.5%
61.7%
53.2%
52.1%
0%

Happiness

49.8%
77.8%
56.5%
55.2%
38.3%
52.4%
46.2%
0%

Financial capital
(savings, investments, etc.)

46%
66.7%
39.8%
39.6%
55%
48.5%
42.6%
0%

Success in life

50.3%
77.8%
53.7%
58.2%
38.9%
52.4%
47.3%
0%

Life capital (social, human, natural capital)

23.5%
33.3%
27.8%
21.6%
21.5%
24.2%
22.5%
0%

Potential

16.3%
33.3%
22.2%
19.4%
8.1%
16.5%
16%
0%

Power/influence

20.5%
22.2%
29.6%
23.1%
11.4%
22.9%
17.2%
0%

Legacy

17%
33.3%
18.5%
13.4%
18.1%
16%
18.3%
0%

Affluence

15.3%
22.2%
14.8%
7.5%
22.1%
16%
14.2%
0%

Health

44.5%
77.8%
45.4%
51.5%
35.6%
43.3%
46.2%
0%

Security

48.8%
44.4%
35.2%
45.5%
61.7%
51.5%
45%
0%

Pride

18.8%
33.3%
17.6%
24.6%
13.4%
18.6%
18.9%
0%

Independence

51.5%
66.7%
38%
45.5%
65.8%
52.8%
49.7%
0%

None of the Above

1.5%
0%
1.9%
2.2%
0.7%
0.9%
2.4%
0%
% - Multiple answers allowed

This timeline illustrates our clients' generational milestones. From getting your first job to passing on your wealth and everything in between, it’s never too early, or too late, to plan for the future.

How We Help You

Strategic Design - We're a partner who can anticipate issues and strategic opportunities because we have an in depth understanding of your goals.

How Goal Setting Changes your Investing Strategy

Watch Video

Expert Execution - A single point of contact works on your behalf, collaborating with our team of experts to ensure that all of the parts of your plan work together effectively.

Simplify Your Financial Life

Watch Video

Integrated Management - We continuously monitor your plan, proactively communicating any recommendations and opportunities.

Creating Your Personal Wealth Strategy

Watch Video

Why Choose an RIA?

As a Registered Investment Adviser (RIA), it is our fiduciary responsibility to provide independent, unbiased advice that helps you achieve your goals.

  • We sell advice, not products
  • Our open source platform gives you a wider range of investment options
  • We focus on outcomes, not commissions

As an RIA within a private bank, we provide truly holistic advice that goes beyond just your investment portfolio. Having a fuller view of your financial life allows us to give you better advice.

Start an Initial Assessment

What else makes up your financial picture? (check all that apply)

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