HALLMARKS OF OUR PRIVATE WEALTH SERVICES

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Comfortable under pressure:Demanding clients with high expectations bring out the best in us.

Extremely professional and discreet: Our private wealth teams are accustomed to working with celebrities and high profile clients.

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24 X 7 availability: You’ll have our private wealth team lead’s cell number and he or she expects to be called at any time.

World Globe with locations

Go anywhere, any time closing professionals: Even if it means getting on a plane or meeting at a U.S. consulate or embassy.

Our private wealth teams handle only private wealth transactions and work closely with private wealth advisors, attorney firms and family offices.

  • Jumbo and super jumbo purchases and refinances
  • Home equity loans
  • Commercial & small business
  • Multi-collateral loans

TEAM KUDOS

“Kristy is our superhero, and I am not exaggerating because she brought a level of genius that not even three attorneys, four financial institutions, and a General Counsel could even touch.”
“The customer is an eye surgeon. It is the first time anyone has offered to close at his residence. He and his spouse were blown away.”
“We have had numerous closings on properties in the past and Misti made this the smoothest to date. Her knowledge and professionalism are appreciated. We will use her again in the future.”
“THANKS, Roni – you were absolutely FANTASTIC to work with – such a pleasure from the other companies that normally don’t know what they are doing or are not responsive.”

READY TO EXPERIENCE FIRST-HAND THE DIFFERENCE BOSTON NATIONAL AND OUR INCREDIBLE TEAMS CAN MAKE ON YOUR PRIVATE WEALTH TRANSACTIONS?

Call: 800.940.7005

Email: [email protected]

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