Investments are not insured by the FDIC or any other government agency, are not guaranteed by Boston Private Bank & Trust Company or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.
Sign up for Perspectives for Business, Boston Private’s quarterly newsletter focused on topics related to business owners and private practice professionals.
Why do you want it?
It’s relevant. We know our business clients and what matters most to them. We understand the challenges and opportunities businesses face, and we have a unique perspective on how to address those issues. If you are affiliated with a small-to-medium sized business, law firm, private equity firm or other private partnership, this newsletter will be a valuable resource. We’ll cover topics ranging from:
- Changes to government policy that could impact businesses
- Guarding your personal reputation
- Protection from lawsuits
- Best practices for businesses
- Account security and fraud
- Finding advisors you can trust
- Employee retirement plan design
- Strategies for expanding, valuing, selling or transitioning the business to the next generation
We’ll connect you with Boston Private’s professionals as well as leading experts that can give you the tools you need to grow, manage, protect, and transition your business.
How often will you get it?
Quarterly. We understand that your time is valuable, and we don’t want to clog your inbox with content that you won’t read. You’ll receive Perspectives for Business the first week of every March, June, September, and December.
Loan relationship requests greater than $350,000, or requests seeking different terms and conditions will be underwritten under Bank’s standard approval process. Interest rates on new loans are subject to change from time to time at the Bank’s discretion. Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company.
The information and materials contained on this site or in any communication containing a link to this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement within such jurisdiction or country. The information and materials contained on this Site are not intended as an offer or solicitation for the purchase of stock, any other security or any financial instrument of Boston Private Bank & Trust Company or any other issuer or company.
Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.