4 Segments

  • Private Banking
  • Investment Management
  • Wealth Advisory
  • Wealth Management and Trust
  • 27.6Billion In Managed Assets
  • 5.7Billion In Loans
  • 6.0Billion In Deposits
  • 85.9Million In Q4 Revenue

Our Profile

Boston Private Financial Holdings, Inc. is a national financial services organization that owns Wealth Management and Private Banking affiliates with offices in Boston, New York, Los Angeles, San Francisco, San Jose, Atlanta, Florida, Wisconsin, and Texas. The Company has an $8 billion Private Banking balance sheet, and manages over $27 billion of client assets.


Throughout Boston Private there is a deep cultural commitment to the highest levels of quality, integrity and interactions. We are building an enduring company that consistently does the right thing.

Our value system below guides our behavior – and is the prism through which we filter our actions:

  • Trust and Respect Colleagues First
  • Do the Right Thing – Always
  • Check our Egos at the Door
  • Be Passionate and Have Fun
  • Foster Enduring Relationships
  • Communicate and Collaborate
  • Celebrate Knowledge and Excellence