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Boston Private Bank & Trust Company

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Boston Private Bank & Trust Company

Overview:

Being a private banking client isn't what it used to be. Today, people in every walk of life have complex financial needs that deserve the individual attention and expertise Boston Private Bank is known for. Every day, we work with people who are innovating, building, and contributing wherever they are in their careers and their lives. Our clients are business owners, entrepreneurs, nonprofit organizations, couples buying a second home, and families planning a sound financial future. They are people like you.

Boston Private Bank has redefined the private banking experience to mean greater personal service, customized advice, and a trusted financial partnership at every stage of wealth creation. We offer a full range of private banking and wealth management services including Deposit and Cash Management; Residential Mortgage; Investment Management, Wealth Advisory, and Trust Services; and Commercial Lending.

Headquartered in Boston, today we are one of the most respected private bank and wealth management companies in the country, with 24 offices located throughout New England, Southern California, and the San Francisco Bay Area.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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