Boston Private Partners with The University of Chicago Booth School of Bus. to Educate Next Generation About Wealth Stewardsh...
February 23 2021 - 9:00AM
Business Wire
Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston
Private”), a leading provider of integrated wealth management,
trust and banking services, has announced the launch of its
Mentorship and Preparedness Program (MAPP), created in partnership
with the University of Chicago Booth School of Business. The
executive education program, offered exclusively to the children
and grandchildren of Boston Private clients, is an educational
experience designed to provide young adults with the knowledge and
skills necessary to be financially independent and prepared to
inherit wealth.
“Preparing the next generation to responsibly manage their
wealth and, in some cases, the wealth and legacy of their family is
a common concern for our clients,” said Paul Simons, President of
Private Banking, Wealth & Trust at Boston Private. “Our
Mentorship and Preparedness Program provides these young adults
with practical knowledge taught by experts in an intimate setting,
ensuring they leave the program with the interest and aptitude to
be stewards of their family’s wealth and family values.”
The MAPP curriculum was developed collaboratively by professors
from the world-renowned Chicago Booth School of Business and
experts from Boston Private’s Center for Wealth Planning
Excellence. The six-week virtual program covers a broad range of
pertinent topics, including personal financial planning and goal
setting, investment fundamentals, generational wealth planning,
philanthropic giving, security and leadership. Courses will be
taught by Boston Private advisors and Chicago Booth professors.
“Chicago Booth is excited to partner with Boston Private in the
development and launch of the MAPP executive education program.
Booth faculty, practitioners, and subject matter experts will
create the perfect learning and impactful environment for
participants,” said Mark Lewis, Executive Director of Chicago Booth
Executive Education.
Upon finishing the program, participants will receive a Chicago
Booth Executive Education certificate of completion, as well as
ongoing mentorship from a Boston Private wealth advisor and
opportunities to stay connected with fellow MAPP participants.
To learn more about Boston Private’s Mentorship and Preparedness
Program (MAPP) and its curriculum, visit
bostonprivate.com/MAPP.
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.
About the University of Chicago Booth School of
Business
The University of Chicago Booth School of Business is the
second-oldest business school in the United States and the first to
teach executives. As an intellectual destination, Chicago Booth
draws scholars and students from around the world to its campuses
in Chicago (Hyde Park, downtown Chicago), London, and Hong Kong.
Booth consistently ranks among the top business schools in the
world, and its graduates include dozens of notable business leaders
across the US and worldwide. Nine faculty members have been named
Nobel Prize winners, three of whom currently teach at Booth.
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/20210223005276/en/
MEDIA CONTACT: Lucy Muscarella 617-912-4402
lmuscarella@bostonprivate.com
INVESTOR CONTACT: Adam Bromley 617-912-4386
abromley@bostonprivate.com
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