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Boston Private is now part of SVB Private Bank and Wealth Management.
For nearly 40 years, SVB has helped promising companies and partners to innovate, thrive and prosper by providing a range of superior banking services, wealth and fund management. Similarly, Boston Private has focused on helping clients grow, maintain and manage their wealth for the past three decades. Together we make a powerful combination that can anticipate your needs throughout your financial journey to support your vision of success for generations to come.
We offer a full spectrum of banking, lending, wealth, trust and investment services including:
- Tax planning and mitigation strategies
- Trust & estate planning services
- Executive advisory services
- Business succession planning
- Family office advisory services
- Philanthropic planning Insurance consulting