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The Role of a Private Trust Company

In general terms, a Private Trust Company (“PTC”) is a special purpose vehicle established to act as trustee of a family trust or several related trusts. The board of directors of the PTC controls it and as such can direct the ...

COVID-19: A time to reflect – and plan ahead

The COVID-19 pandemic that has swept across the world has taught us a lot of things. In particular, it has shown that you never know what life has in store or what’s around the corner. It has made many of us reflect on what’s important ...

Succession Planning – The Role of Trusts

Trusts are extremely popular for succession planning and wealth preservation and this is for good reason given the various advantages they offer, several of which are outlined below. A Trust is a ‘fiduciary’ relationship where the ...

Boston from Home

During these unprecedented times, the wellbeing of the Boston staff across all our offices is a priority.  As such we have taken the decision to close all our offices until further notice and all staff are now working at home. Please ...

Meet our Managing Director Alex McNee

Please can you give us an overview of your career My career started many years ago with Natwest Trust Corporation, which went on to become Coutts Offshore.  I have worked in many areas of financial services including, Tax, Investment ...

When digital innovation and private clients collide

Whilst innovation and increasingly digitised experiences will inevitably speed up and ease business processes, they will never fully replace human interaction for private client businesses where deep relationships with clients and ...

Boston Management Buyout – Completion Party Photos

Last week we hosted a party in the Isle of Man to celebrate our successful Management Buyout which completed in autumn last year.  The party was attended by over 100 guests which included prominent figures within the local business ...

New Year’s Resolutions – how did we get on?

Whilst most of us may have failed somewhat at dry January, we have been busy encouraging new resolutions here at Boston! To try and counter the failings of dry January, we have welcomed Jo Posey from Life Lessons Nutrition to come and ...

Boston appoints Nigel Vooght as Non-Executive Chairman

Boston Multi Family Office has welcomed Nigel Vooght as its new Non-Executive Chairman, the first appointment to its board since a management buy-out late last year. Nigel brings with him over 40 years of experience in financial ...

Meet our CEO Katherine Ellis

Please can you give us a brief overview of your career. Having started a degree in European Studies and French and quickly realising it wasn’t for me, I started a training contract with Ernst and Young Isle of Man and qualified as an ...

What Will be enough in the UAE?

Many expats live under the assumption that should the unthinkable happen the Wills they made in their home countries will cover what happens to their assets, but this is far from the case. Even more worryingly, in some countries who ...

Celebration of Long Service Milestones

We have recently celebrated a number of long service milestones within our Isle of Man office. Receiving recognition were from left Andrew Mellor, Sheila Jackson, Rosemary Fappiano, Marie Clarke and Roxanne Sheeley. With length of ...