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Charitable Giving
It gives us great pleasure to announce our partnership with the Physicians Insurance Agency of Massachusetts and the Advisors Charitable Gift Fund (ACGFund) to offer the PIAM/ACGFund, a Donor Advised Fund, exclusively for members of the Massachusetts Medical Society community. This form of charitable fund offers significant advantages over less structured one time gifts, or more structured private foundations. Donor Advised Funds have become the charitable giving vehicle of choice for today's more sophisticated and involved donors. Learn more »
Welcome
In partnership with PIAM, a subsidiary of the Massachusetts Medical Society, Boston Private Bank & Trust Company has developed a Physicians Banking Program that offers physicians and other staff members access to key decision makers, customized financial solutions, and highly responsive service.
By carefully selecting a senior-level member of our firm to serve as your relationship manager, we ensure that you experience the best that Boston Private Bank has to offer. He or she will work closely with you to understand your needs, provide you with expert advice and counsel, and develop a team of resources within the bank to provide you with financial solutions.
Spotlight
Investment Notes: Succession Planning for Vacation Homes
