We bring together a full spectrum of wealth, trust and banking services to give you the one trusted resource you need to simplify and strengthen your financial life.
We Understand The WHY of Wealth
We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.
Customization Is Our Standard
Your financial needs are uniquely yours. That’s why we don’t “bundle” or “package” products. We listen, understand and build solutions appropriate for you.
We Make the Complex Appear Simple
Speed and agility aren’t words you typically associate with a financial services firm, but for us it's just how we operate. That's why clients with complex needs trust us to get it done for them.
We Understand The WHY of Wealth
We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.
Customization Is Our Standard
Your financial needs are uniquely yours. That’s why we don’t “bundle” or “package” products. We listen, understand and build solutions appropriate for you.
We Make the Complex Appear Simple
Speed and agility aren’t words you typically associate with a financial services firm, but for us it's just how we operate. That's why clients with complex needs trust us to get it done for them.
Location: United States, Massachusetts, Boston
Employees: 501-1000
Phone: 617-912-1900
Founded date: 1987
Investors 1
| Date | Name | Website |
| - | Endicott G... | endicottgp... |
Mentions in press and media 12
| Date | Title | Description |
| 21.09.2021 | Traditional IRA vs. Roth IRA: What's the difference? | A traditional IRA is funded by pre-tax income, while Roth IRAs are funded by after-tax dollars. Unlike traditional IRAs, contributions made to a Roth IRA aren't tax deductible and distributions aren't taxed. For both traditional and Roth IR... |
| 27.04.2021 | BOSTON PRIVATE FINANCIAL HOLDINGS, INC. Boston Private Financial : Announces Adjournment of Special Meeting of Shareholders to May 4, 2021 | Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits, today announced that it has conve... |
| 17.04.2021 | BOSTON PRIVATE FINANCIAL HOLDINGS INC : Other Events, Financial Statements and Exhibits (form 8-K) | Item 8.01 Other Events. As previously disclosed, on January 4, 2021, Boston Private Financial Holdings, Inc., a Massachusetts corporation ("Boston Private"), entered into an Agreement and Plan of Merger (the "merger agreement... |
| 07.04.2021 | Boston Private Financial : Files Investor Presentation and Board of Directors Sends Letter to Shareholders Regarding the Proposed Transaction with SVB Financial | The Board of Directors of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits, today i... |
| 07.04.2021 | BOSTON PRIVATE FINANCIAL HOLDINGS, INC. Boston Private Financial : Files Investor Presentation and Board of Directors Sends Letter to Shareholders Regarding the Proposed Transaction with SVB Financia... | The Board of Directors of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits, today i... |
| 19.03.2021 | Boston Private Board of Directors Sends Letter to Shareholders Regarding the Proposed Transaction with SVB Financial | BOSTON--(BUSINESS WIRE)--Mar 19, 2021-- The Board of Directors of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, fami... |
| 19.03.2021 | Boston Private Financial : Board of Directors Sends Letter to Shareholders Regarding the Proposed Transaction with SVB Financial | The Board of Directors of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits, today s... |
| 23.02.2021 | Boston Private Partners with The University of Chicago Booth School of Business to Educate Next Generation About Wealth Stewardship | BOSTON--(BUSINESS WIRE)--Feb 23, 2021-- Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services, has announced the launch of its Mentorship an... |
| 22.02.2021 | The Google Generation Of Family Offices: How These 40 Banks Are Preparing | Selecting a bank is about far more than finding one that offers the desired services in the required ... [+] territories. It also requires a unique understanding of the family's objectives and providing the technology, functionality, and ad... |
| 12.01.2021 | Delivering Clients To Their Financial Destinations: What Wealth Managers Can Learn From Waze | Anthony DeChellis is CEO of Boston Private, a leading provider of wealth management, trust, and commercial and private banking services. |
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