Boston Private is a leading wealth management, trust, and private banking company with a national presence.
Boston Private offers deposit and cash management products and services, including personal banking, business banking, cash management, online banking, and mobile banking; residential mortgage products and services, such as mortgage programs and loan servicing; and wealth management products and services, including investment management, wealth advisory and planning, and family office and financial administration.
Boston Private was founded in 1987 and is based in Boston, MA. And it owns affiliates in New England, New York, Los Angeles and the San Francisco Bay Area. The company has locations in Massachusetts, Georgia, California, Florida, Wisconsin, and Texas. Boston Private Bank & Trust Company operates as a subsidiary of Boston Private Financial Holdings, Inc.
Boston Private also provides trust and fiduciary services, such as trust administration, specialty asset management, estate and trust settlement, guardianship and conservatorship of estate, and custody; commercial lending services, including commercial real estate, private banking and specialty lending, and privately held business lending; and community investment services, such as community lending programs.
Boston Private serves individuals, businesses, real estate developers, and nonprofit organizations. The company was formerly known as Trust Management Bank and changed its name to Boston Private Bank & Trust Company in December 1987.