Business Owners

Building a successful business can take a great deal of emotional and financial investment, and often the lines between your personal and business finances can become blurred as you pour your heart, soul and personal savings into your business.

Financing Business Growth

Understanding how to most efficiently finance growth by leveraging personal assets while ensuring that you maintain an income can be tricky.   The last thing you want to focus on is how to do it, instead directing your energy to your business.  Working with a Client Advisor, our Personal Lending team can help you finance your business growth by pledging marketable securities or other assets as collateral.

Personal Lending Solutions

Managing Personal Income

If you own a pass-through business like an LLC, managing your personal income can be challenging.  These types of businesses naturally intertwine your personal and business taxes and understanding how to invest in your business properly to avoid overtaxing you personally is challenging.  Our Wealth Strategists help business owners manage this challenge all the time.

Discover Financial Planning

 

Meet Renaud.  This is his WHY.

After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.

 

Case Study | Family Business Owner

A son in his late 60s owned a 50-year-old family business. His goal was to transition the business to the next generation—eight cousins who had not been involved in the business yet.

He faced three main challenges:

  • Actively re-engaging distant family
  • Establishing a formal governance structure
  • Creating a strong new leadership team

 

Our Solution

To determine the services most appropriate for the Business Owner, his Client Advisor first employed our time-tested approach to planning by fully assessing his needs. With his situation defined, the experts at Boston Private Wealth Family Office Services then designed and implemented six custom solutions for his needs.

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Case Study | Entrepreneur

The founder of a successful business took his company public in an IPO. After this liquidity event, he needed to create a personalized investment strategy to manage his assets and address his family’s short and long-term financial needs, which the founder had not fully identified.

Our Solution

His Boston Private Client Advisor began guiding the Entrepreneur through our time-tested approach to planning, which included a full assessment of his goals and needs. The Client Advisor then assembled a personalized team of in-house experts specifically suited for the entrepreneur’s unique situation—including specialists in investment management, philanthropy, tax and estate planning.

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Related Services

Our team has a deep understanding of the financial issues business owners and their families face and has the broad expertise to create the comprehensive solutions they require.

Whether you are focused on growing your business, formulating an exit strategy, or somewhere in between, our team of highly experienced wealth management and private banking professionals will provide you with personalized advice and guidance designed to help you accomplish your goals - now and in the future.

Your dedicated relationship manager will get to know you, your business, and your family and will work in concert with your other advisors in an effort to maximize value while managing risk.  

Lending Solutions for Your Business
We understand the special credit needs of privately held,  family-owned and multi-generational businesses and have extensive experience crafting tailored credit solutions designed to help you achieve your goals. 

Personalized Private Banking
We’ll help you select a combination of deposit accounts, money market accounts, and short- term investments designed to meet your yield, liquidity, and safety objectives.

Cash Management Services
We offer a full range of treasury and cash management services and will work closely with you in an effort to meet the specific cash flow cycles of your business.

Small Business Lending Programs

Boston Private is an active business lender, offering competitive rates on a wide variety of loans. We have special expertise in financing community development projects that use Low Income Housing Tax Credits, New Markets Tax Credits, rental subsidies, and other governmental programs.

Business Lending Programs

Our Thinking

 

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