Insights

This Substack has lived rent free in my mind since I read and thoroughly enjoyed it at the beginning of January. It was penned by the wonderful Times journalist India Knight, although I think she pinched it (fully acknowledged) from Pay Attention Be Astonished Substack. The idea is pretty simple, write down 66 things you […]

Maya Angelou once said, “If you are going to live, leave a legacy. Make a mark on the world that cannot be erased;” Sustainable wealth succession embodies the legacy a wealth creator imparts to their family and communities in which they operate. Additionally, it should be a top priority for wealth creators, regardless of the […]

As the year draws to a close and the festive season is upon us, we want to take a moment to express our deepest gratitude to all our staff and clients. This time of year is not just about the celebrations; it’s also a time for reflection and appreciation. To our incredible staff: your hard […]

Recently, I attended a conference that focused on understanding the needs and expectations of future partners. The discussion was thought-provoking, with diverse perspectives shared by the participants. Whilst in attendance, I found myself resonating with points raised by both sides of the debate. It became clear that the ambition to become a partner must come […]

Boston MFO had the pleasure of hosting a roundtable discussion with thirteen experienced wealth management and structuring advisors, spanning three generations. Each bringing a unique perspective on meeting families’ evolving needs, leading to a thought-provoking discussion. Key themes emerged around structuring, intent, governance, and forward-thinking succession planning. We posed the question: “Is the process we […]

Boston Multi Family Office is pleased to announce the acquisition of Aqua Group, a leading family office business based in Jersey, Malta and the UK. Aqua Group was established in 2012 with the aim of helping families and their businesses achieve their financial expectations through excellent, consistent client service and the application of technical and […]

The dust has now settled on the most talked about budget since…well…actually probably just since the ‘mini-budget’ of September 2022. However, it has still generated some ‘healthy debate’ if social media is anything to go by. Initial worries within financial markets appeared to have eased somewhat and it looks likely that this Chancellor and Prime […]

Boston MFO is delighted that it has been named as one of the 2024 eprivateclient Top Trust Companies, a highly sought-after distinction that highlights excellence in the wealth management industry. This accolade is part of a broader initiative designed to identify, celebrate, and promote the most distinguished trust companies within the finance sector. The ranking […]

The Monaco Yacht Show is the premier event in the yachting world, and each year, the team from Boston proudly participates, representing the Isle of Man and Malta while celebrating the essence of the superyacht lifestyle. This year, CEO Katherine Ellis attended alongside Group Director Alex McNee and Shauna Schumacher, from our Business Development team. […]

Thank you to everyone who attended a fun filled, action-packed, karting afternoon at Jurby earlier this month.  Your enthusiasm made the event a huge success and we raised the amazing sum of £2,750 for Craig’s Heartstrong Foundation.  What a great event!  Please see a selection of photos below. If you would like to see all […]

Boston is delighted to be attending the Monaco Yacht Show on 25-28th September 2024, celebrating its 33rd anniversary at Port Hercule in Monaco and boasts an impressive 30,000 visitors over the four-day event. The exhibits attract yacht owners, award-winning yacht designers, luxury suppliers and influential brokerage houses. The Monaco Yacht Show is the most prestigious […]

We are delighted that Rachael Hughes, Senior Manager of Business Development and Marketing, at Boston Multi Family Office, has been recognised in the 2024 eprivateclient Crown Dependencies NextGen Leaders List.