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

Private Practice Professionals

Professionals in private practices — law firms, accounting firms, and medical, dental, or veterinary practices — have unique financing needs. We tailor solutions for private practice professionals throughout your career, whether you are acquiring, expanding, or simply seeking strategies to improve cash flow.

Financing Partnerships

Having the opportunity to become a partner in a practice is a significant investment in your future. But you may have substantial student loans or other expenses that can make raising the funds seem daunting. Our lenders understand how to evaluate your balance sheet and underwrite your situation. We can help qualified individuals with a professional loan tailored to your needs. 

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Preparing for Retirement

Thinking about selling your practice? We can help you plan for this liquidity event. Perhaps current employees are offering to buy out your practice, or maybe another practice is looking to expand, whatever your situation may be, we can work with you on financing options as well as help you plan for retirement. Selling your practice isn’t a simple transaction. It’s a life transition. We’ll partner with you throughout the process.

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Related Services

Residential Mortgage
We typically retain mortgages in our portfolio rather than selling them in the secondary market. When you work with a portfolio lender, you’ll find greater flexibility, less complicated requirements, knowledgeable underwriting, and streamlined servicing.

Wealth Planning
Achieving your goals starts with a plan. Partner with an advisor who will help you develop your personal wealth strategy.


Concierge Private Banking
Our Concierge Private Banking consists of a suite of services tailored specifically to our high net worth clients and includes high-interest checking accounts and mortgage program discounts when certain investment asset levels are maintained in Boston Private-managed wealth accounts. 

Partner Equity Purchase Financing
Ensure that your partners can stay on their career track with personal lines of credit backed by guarantees from your firm.

Our Thinking


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