The challenge of raising and managing your partnership funds requires expertise, innovative, entrepreneurial thinking and a commitment to personal service. You need an accessible and responsive banker with a customized approach. Our Private Partnership Banking Program delivers all of this, and more.

Our Private Partnership Banking Program includes the following services:

Corporate Cash Management and Lending
Boston Private Bank & Trust Company is a leader in servicing the private banking needs of the Private Partnership community, providing unparalleled personal service for a firm’s cash management and lending needs. Our Private Partnership clients represent over $20 billion in combined assets under management.

• Cash Management for Partnership Funds
• Capital Call & Distribution reporting
• Co-Investment Lines of Credit
• Bridge Lines of Credit for Capital Calls
• Working Capital loans
• Portfolio Company services
• Real-time Online Banking for Business Services
• Liquid Asset Management Program for short-term investment needs

Residential Mortgage
Our Residential Mortgage division offers a variety of mortgage programs and home equity loans, including:

• Jumbo mortgage financing
• Interest-only loan programs
• Collateralized mortgages
• Bridge financing
• Home Equity loans
• Construction loans
• Adjustable rate and fixed rate options

As part of the Private Partnership Banking Program, your company will enjoy the luxury of a designated senior lender for all of your Residential Mortgage needs. Our expertise enables us to develop individual programs designed to minimize client expenses while maximizing tax advantages.

Investment Management
Boston Private Bank specializes in financial planning for high net worth individuals seeking diversification of their overall investment portfolio*. Our Investment Management & Trust division has an enviable reputation for customized solutions, close personal attention and superior returns. Our professionals average more than 20 years of investment industry experience, and each client has direct access to a senior portfolio manager.

Our investment philosophy includes:

• Conservation of capital
• Disciplined investment process
• Focus on tax efficiency for taxable portfolios
• Customized portfolios tailored to individual client requirements

The Association for Private Partnerships
The Association for Private Partnerships (“TAPPs”) brings together leaders from the private partnership community to inform one another on current issues facing the private partnership arena.

The mission of TAPPs is to educate leaders in the private partnership community through peer networking and to educate high net worth individuals on investing in private partnerships.

TAPPs is part of the Private Partnership Banking Program and includes the Private Partnership Forum, the Venture Capital CFO Roundtable Discussion, and the CFO Speaker Series. For more information on these programs, please contact your private banker.

For more information, please email us at TAPPS@bostonprivatebank.com or contact your private banker.

_{*Investments are not FDIC insured, are not a deposit,
have no Bank guarantee, and may lose value.}