Boston Private
About
Boston Private is a wealth management and private banking firm listed in Jamaica Plain, offering fully integrated wealth management, trust, and private banking services. For more than 30 years it has taken a highly personalized approach to the complex financial needs of individuals, families, business owners, private partnerships, nonprofits, and community partners. Its stated aim is to help clients make smart financial decisions with a strategy that fits their goals in life.
Beyond private clients, Boston Private has been an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization, and small businesses. Its current website, now carrying First Citizens branding, highlights specialty trust work, including Delaware trusts built for flexibility, privacy, and tax efficiency across generations. A dedicated trust team helps clients design the structure, then manages and reviews it over time as family needs and business interests change.
What to Know
- A “Making Sense” commentary team publishes regular analysis of interest rates, Federal Reserve policy, and the economy.
- Delaware asset protection trusts are available, letting a grantor be a discretionary beneficiary of their own irrevocable trust.
- Clients can request a conversation with a Delaware trust specialist before setting anything up.
- Estate planning insights are published alongside the firm’s market commentary.
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