Letter from the CEO

Dear Friends:

 

It is with great pleasure that we mark the beginning of Boston Private Bank & Trust Company’s relationship with the Physicians Insurance Agency of Massachusetts and welcome the members of the Massachusetts Medical Society community. Our goal is to provide you with easy access to sophisticated financial solutions for both your personal and professional financial needs.

 

Boston Private Bank has established a reputation as a trusted advisor and we work hard to continue to earn your trust and confidence. We do this through our focus on exceptional client service and providing each client with access to experienced professionals from all areas of the Bank. Our integrated team approach affords you immediate access to expertise for any banking or investment-related need. I urge you to browse this site and meet the dedicated team working with the MMS community.

Boston Private Bank is proud to be an active part of its neighborhood by participating in programs that make Massachusetts a better place to live. Our community investment programs address a wide range of financial services, including affordable housing and community economic development. We have numerous employees and board members who serve on nonprofit boards and loan committees, as well as participate in philanthropic causes. Our desire to assist our clients with their philanthropic interests led us to create the PIAM/ACG Fund, a Donor Advised Fund exclusively for MMS members*. This charitable fund has many advantages for you as a donor as you will see further on this site and we invite you to talk with any one member of our team directly about it.

 

Many of our clients have come to us because the large institutional approach does not appeal to them when they are discussing their personal and professional financial goals and, often, dreams of creating a living legacy. We at Boston Private Bank & Trust are happy to provide a great alternative – a high level of expertise, but with a personal approach.  We look forward to welcoming each of you to Boston Private Bank and to our family of terrific clients.

 

Sincerely,

CEO & President