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PIAM
has partnered with Boston Private Bank & Trust Company in order to provide
a range of banking services for you and your practice.
Deposit
and Cash Management
Deposit and Cash Management is a comprehensive service which addresses the complex
financial needs of individuals, and small to medium sized practices, clinics
and healthcare centers. Based on an in-depth understanding of each client’s
situation Boston Private Bank develops customized solutions to maximize cash
positions. They offer a full range of personal and business services including
funds transfer services, liquidity management, sweep accounts, Remote Deposit
Capture, and FREE access for its clients to over 800,000 ATMs.
Residential
Mortgage
Whether financing or refinancing a primary or secondary residence, Boston Private
Bank & Trust Company offers years of experience and a commitment to structuring
mortgages that are aligned with a client’s unique financial objectives.
They offer jumbo mortgages, interest only programs, bridge financing, and adjustable
rate and fixed rate loan options to fit each client’s unique need, as well
as home equity loans, construction loans, and first time homebuyer programs.
Investment
Management & Trust
Boston Private Bank offers customized investment management and trustee services
to high net worth individuals. Their disciplined investment process is built
on two principal overall objectives: preservation of capital and achieving
maximum total rate of return, consistent with client goals and tolerance
for risk. Each client portfolio is built through carefully selected individual
securities framed by asset allocation targets designed to meet the unique
needs of the client. Boston Private Bank is proud to have been named to the
Barron’s list of Top Wealth Managers in the United States.
Private
Banking Lending Services
Through its Commercial Lending Group, Boston Private Bank offers a variety of customized lending services. Lending products are tailored to the specific needs of the client, and are carefully structured to meet those needs and provide the basis for a long term relationship between the client and the Bank.
Donor
Advised Funds
Donor Advised Funds (DAFs) are easy to establish, flexible, and provide a measure of control for the donor. DAFs are charitable gift funds that accept tax deductible donations and invest these assets until the donor requests that grants be made from the fund to another IRS qualified charity. Effectively, DAFs allow the donor to have a private foundation without the expense and limitations of a private foundation. Significant additional benefits over the private foundation include complete privacy and additional tax advantages.
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