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Boston Private is
now an
SVB Company

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more convenient
way to manage your wealth

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The WHY of Wealth® Report 2021 Uncovers Shifting Wealth Perceptions

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HOMEPAGE

We bring together a full spectrum of wealth, trust, and banking services
designed to give you one trusted resource to help simplify and strengthen your
financial life.


VISIT OUR OFFICES
IN PERSON

The majority of our offices remain open with enhanced hygiene practices in
place. We have decided to temporarily close a few offices.

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ACCESS DIGITAL BANKING ANYWHERE

Use Digital Banking to take care of your banking needs at home. Make deposits,
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ENHANCE YOUR FINANCIAL JOURNEY

Enrich your visibility, communication and collaboration with your Boston Private
advisors using the new Wealth Access platform. Receive real-time access to your
portfolio and communicate directly with your wealth management team via
computer, tablet or smart phone.

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PAYCHECK PROTECTION PROGRAM

The Paycheck Protection Program provides forgivable loans to small businesses to
help them pay their employees and cover other eligible expenses during the
COVID-19 crisis. Loans are up to $10 million and can be forgiven for the full
amount.

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EXPERIENCE ELEVATED BANKING

If you have been looking for a meaningful bank relationship that includes a
dedicated private banker and the ability to manage all of your personal finances
on one easy-to-use platform, then Boston Private is right for you.

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OUR APPROACH

Our mission is to understand what our clients’ wealth is really for and to
support them in achieving their greatest aspirations. We provide advice through
a customized experience with wealth planning expertise that fully integrates
every part of your life.

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OUR THINKING

Read more of Our Thinking
A Look Ahead: Second Quarter Market Update and Economic Outlook
webinar Insight & Opinion

Join Chief Investment Officer, SVB Private Bank, Shannon Saccocia, CFA, CIMA®
for a Q2 market outlook webinar. Register today to hear her insights on today’s
investment climate.

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Examining the Appeal of Self-Settled Trusts
article Insight & Opinion

How do you protect your financial assets? Many people turn to a traditional
trust for asset protection. However, there is another option that can provide
protection as well as additional flexibility.

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How Female Founders Rise to the Challenge
podcast Insight & Opinion

Challenges for female founders, while improving, remain high. Our latest podcast
covers the hurdles facing these leaders. Listen now.

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Service Strategies for the Modern Family Office
article Insight & Opinion

Determining an effective division of labor is essential for a well-run family
office. As your responsibilities become more complex, knowing which services are
best addressed by staff and which are best suited to vendors is key.

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visitors. We are not responsible for the content, views, or privacy policies of
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Boston Private Bank and Trust Co. has been merged into and is now Silicon Valley
Bank. Banking, lending, and trust products or services under the name Boston
Private are offered by Silicon Valley Bank, a California bank with trust powers.
Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System.
Silicon Valley Bank is the California bank subsidiary of SVB Financial Group
(Nasdaq: SIVB).
SVB Wealth Advisory, Inc. (member FINRA and SIPC; SEC-registered investment
adviser) offers brokerage and investment management products and services and is
a wholly-owned, non-bank subsidiary of Silicon Valley Bank. Boston Private
Wealth LLC (an SEC-registered investment adviser) offers wealth management
services and is also a wholly-owned, non-bank subsidiary of Silicon Valley Bank.
Investment Products offered by SVB Wealth Advisory and/or Boston Private Wealth
are:
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
None of Silicon Valley Bank, SVB Wealth Advisory, Boston Private Wealth or any
of their respective affiliates provide legal advice. Estate planning requires
legal assistance. Please consult your legal advisors for such guidance.
© 2022 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP,
SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks
of SVB Financial Group, used under license. The Boston Private name, logo, and
any related marks are trademarks of SVB Financial Group, used under license.