Boston Private Wins 2021 Family Wealth Report Award
May 06 2021 - 8:00AM
Business Wire
Firm Recognized for Outstanding Contribution to
Wealth Management Thought Leadership
Boston Private, a leading provider of integrated wealth
management, trust and banking services, today announced that the
company has won the 2021 Family Wealth Report Award for
“Outstanding Contribution to Wealth Management Thought
Leadership.”
The annual Family Wealth Report Awards program recognizes the
most innovative and exceptional firms, teams and individuals
serving the family office, family wealth management and trusted
advisor communities in North America. The judging panel, composed
of industry experts from family offices, private banks, trusted
advisors, consultants and other service providers, selected winners
on the basis of qualitative benchmarks with supportive quantitative
metrics. Additionally, the winning firms demonstrated resilience
and remarkable customer care during the unprecedented events of
2020.
"Our team works hard to ensure that we bring fresh ideas, expert
perspectives and innovative solutions to our clients,” said Bill
Woodson, Executive Vice President, Head of Wealth Advisory and
Family Office Services at Boston Private. “I’m thrilled to have our
industry-leading thought leadership for family offices recognized
in this way.”
ClearView Financial Media’s CEO and Publisher of Family Wealth
Report, Stephen Harris, extended his congratulations to the
winners, saying: “The firms and individuals who triumphed in these
awards are all worthy winners, and I would like to extend my
heartiest congratulations. These awards were judged solely on the
basis of entrants’ submissions and their response to a number of
specific questions, which focused on the client experience, not
solely on quantitative performance metrics. That is a unique and, I
believe, compelling feature. These awards recognize the very best
operators in the private client industry, with ‘independence,’
‘integrity’ and ‘genuine insight’ the watchwords of the judging
process – such that the awards truly reflect excellence in wealth
management.”
In addition to the Family Wealth Report award, Boston Private
was recently recognized by Barron’s as one of the 100 Best RIA
Firms in America and awarded “Best Private Wealth Manager for
Client Service” by Private Asset Management (PAM). A complete list
of Boston Private’s recent awards and recognitions can be found
here. More information about the Family Wealth Report Awards can be
found here.
About Boston Private Boston Private is a leading provider
of integrated wealth management, trust and banking services to
high-net-worth individuals, families, businesses and
nonprofits.
For more than 30 years, Boston Private has delivered
comprehensive advice coupled with deep technical expertise to help
clients simplify their lives and achieve their goals. The firm
offers the capabilities of a large institution with the superior
service of a boutique firm to clients across the United States.
Boston Private is the corporate brand of Boston Private
Financial Holdings, Inc. (NASDAQ: BPFH). For more information,
visit www.bostonprivate.com.
Private banking and trust services are provided
through Boston Private Bank & Trust Company, a Massachusetts
chartered trust company. Wealth management services are provided
through Boston Private Wealth LLC, an SEC registered investment
adviser and a wholly-owned subsidiary of Boston Private Bank &
Trust Company. Some Boston Private offices do not offer all
services.
Investments are Not FDIC Insured, Not
Guaranteed and May Lose Value.
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Lucy Muscarella 617-912-4402 lmuscarella@bostonprivate.com
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