Boston Private's core competencies are private banking, wealth advisory and investment management, represented by its acquired firms which are located in demographically-attractive geographic regions. Collectively, they provide solutions for wealth accumulation, preservation, and distribution, serving the needs of a client's financial lifecycle. Boston Private's firms are deeply rooted in excellence and are distinguished by their uncompromising commitment to quality relationships and superior business results.

Mission

Boston Private is a wealth management company that brings together under common ownership exceptional financial services firms which independently provide private banking, wealth advisory and investment management solutions to the high net worth marketplace, select institutions, key intermediaries, and private companies. In the aggregate, Boston Private's raison d'etre is to help clients accumulate, preserve, grow and eventually transfer or distribute their assets over their financial lifetimes.

Vision

Boston Private is building a wealth management enterprise of global renown which will be broadly recognized by discriminating buyers as the place to have a trusted advisor plan, manage or administer financial assets. This will be accomplished by delivering superb business and investment performance and by creating a work environment that will attract and retain the very best professionals in the financial industry.

Boston Private has offices in six geographic regions across the US: New England, New York, Florida, the Pacific Northwest, Northern California, and Southern California.