Boston Private Expands Florida Presence with New Miami Office
January 21 2020 - 9:00AM
Business Wire
Boston Private, a leading provider of integrated wealth
management, trust and banking services, today announced the opening
of a new office in downtown Miami. This is the firm’s second South
Florida location; the first opened in Palm Beach Garden in
2014.
The office, located in the Four Seasons Hotel Office Tower at
1441 Brickell Avenue, will provide access to Boston Private’s
holistic wealth management solutions for high-net-worth individuals
and family offices, as well as endowments and foundations.
Boston Private’s investment in Miami supports ambitious growth
goals set forth by the company’s leadership in May of 2019. The
firm has hired several advisors and administrative staff to serve
the region, with plans to hire more.
“Miami is an important wealth market in the country and we are
thrilled to bring our thoughtful advice and exceptional service to
clients in the area,” said Anthony DeChellis, CEO of Boston
Private. “We look forward to helping more Florida-based clients
navigate the challenges and opportunities that come with
substantial wealth.”
In addition to the two Florida locations, Boston Private also
serves clients with offices in Boston, New York, San Francisco and
Los Angeles.
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 to clients across the United States.
Boston Private is the corporate brand of Boston Private
Financial Holdings, Inc. (NASDAQ:BPFH). For more information, visit
https://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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version on businesswire.com: https://www.businesswire.com/news/home/20200121005106/en/
MEDIA: Lucy Muscarella 617-912-4402
lmuscarella@bostonprivate.com
INVESTORS: Adam Bromley 617-912-4386
abromley@bostonprivate.com
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