Every fall gives us an opportunity to reset. We come back from the summer, reenergized and refocused on our goals for the remainder of the year. This fall, in particular, carries an even greater sense of hitting that “reset” button.
At Boston Private, we are also excitedly embracing change and embarking on a new chapter for our company and our clients. This summer we officially closed our acquisition deal with SVB Financial Group. We are deeply immersed in the process of bringing together the best of our two companies.
In this issue of Perspectives, you will see some of the ways that’s starting to come to life in features like the profile on Yvette Butler, President of SVB Private Banking & Wealth Management, our partner in leading our combined organization; a snapshot from Silicon Valley Bank’s quarterly State of the Markets Report, which shares unique innovation economy insights and trends, and a feature on SVB’s commitment to corporate responsibility.
In these pages, we also visit our client Dennis Varni and his exceptional vintage car collection, answer important questions about planning for the care of aging loved ones and offer guidance on creating your personal ESG or values-based investing roadmap.
As always, if you enjoy the content in this issue of Perspectives, we encourage you let us know at [email protected].
We look forward to sharing more about our integration with SVB and the enhanced offerings we will be able to deliver to you in the coming months. We wish you and your families a happy and healthy fall season.
President & CEO, SVB Financial Group
CEO, SVB Private Banking & Wealth Management