Boston Private Bank & Trust Company

Boston Private Financial Holdings, Inc.

Phone: 617-912-1900, 617-912-3632
Head Office
Boston Private Bank & Trust Company
Ten Post Office Square
Boston, Massachusetts 02109
Known As

We are a private bank and wealth management company headquartered in Boston’s Post Office Square, with 25 offices throughout New England, Southern California, the Pacific Northwest, and operating as Borel Private Bank & Trust Company in the San Francisco Bay Area. Since we opened our doors in 1987, we have defined the private banking experience to mean exceptional service, customized advice, and a trusted partnership with clients at all stages of wealth creation.

At Boston Private Bank & Trust Company, we believe that teamwork and collaboration are the keys to meeting your private banking and investment management & trust needs. We bring together a team of experienced professionals who will take the time to listen to your aspirations, understand your situation and build a personalized relationship that provides them with the insight to achieve your unique financial goals.

That’s how we presented a 47-year-old business owner with the diversified investment portfolio he needed. It’s how we helped a 30-something entrepreneur expand her growing medical instruments business. It’s how we provided a low-interest loan to a community developer to construct affordable housing. It’s how we helped the CFO of a private school refinance the school’s debt and source a line of credit. And it’s how we collaborated with a long-time client contemplating the sale of a business, and about to purchase a second home. In fact our integrated service offerings—Deposit & Cash Management, Residential Mortgage, Investment Management & Trust and Commercial Lending—can be customized to meet your financial needs as you navigate the varied phases of life, career and business.

We partner with successful individuals, private partnerships, privately held businesses, nonprofits and community partners. We are committed to the communities in which we live and work, providing financial solutions for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.

Boston Private Bank & Trust Company is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH).