Insights

Behind every great client relationship is a wealth of experience, curiosity, and genuine passion for helping others succeed. We sat down with Tim Nelson, Senior Client Relationship Manager in our Jersey Office, to learn more about his career journey, what motivates him, and a few fun facts you might not expect.

The Institute of Directors’, NED Reimagined (IoD) paper provides a timely framework for reassessing non-executive directors (NEDs) within family offices. While the paper is written with mainstream corporate boards in mind, its conclusions are arguably even more relevant to them, where governance complexity, emotional capital, and long-term stewardship converge.

You’ve probably heard of GDPR — usually in the form of cookie pop-ups, privacy notices, or emails about updated data policies. But behind those messages is an important piece of legislation that affects how our personal information is used every day.
So, what exactly is GDPR, why was it introduced, and what does it mean for the future?

At a certain stage in a company’s development, listing on a stock exchange can become an attractive strategic option. Across the world, stock exchanges facilitate the trading of a wide range of financial instruments including equities, commodities, and bonds. For growing businesses, a public listing can open the door to improved access to capital, increased […]

For many of us, the New Year represents a fresh start — a chance to leave the old behind and welcome something new. This mindset often fuels New Year’s resolutions and can help us stay motivated through January, which can be a challenging month after the busyness of December, with spring and summer still feeling far away.

Boston Multi Family Office has announced the appointment of Paul Lawrence as Managing Director of its Jersey office, where he will lead the group’s growth strategy across the Channel Islands.

As the year draws to a close and the festive season begins, we are reminded of the importance of pausing, if only for a moment, to reflect.

We had the opportunity to sit down with Richard Grainger, Chairman of Boston Multi Family Office, for an inspiring conversation about his journey, career milestones, and invaluable advice for those just starting out. From personal insights to professional wisdom, Richard shares lessons learned along the way and tips to help you navigate your own path […]

Establishing a family office is one of the most significant steps a family can take to institutionalise wealth management, governance, and legacy. It demands more than administrative setup, it requires strategic clarity, disciplined governance, and jurisdictional precision.

After months of headlines predicting big tax hikes and sweeping changes, Rachel Reeves’ second Budget turned out to be far calmer than expected. The biggest surprise came before the speech even began, when the Office for Budget Responsibility accidentally posted its forecasts online before the Chancellor spoke.

As family wealth matures across generations, its management becomes increasingly complex. What may start as a single wealth creator’s enterprise often evolves into a multi-generational, cross-border network with divergent investment philosophies, risk appetites, and priorities. Geographic dispersion, varying financial literacy, and diverse personal objectives compound the challenge.

As family wealth grows across generations, the complexity of managing it scales accordingly. What begins as a single wealth creator’s enterprise can evolve into a multi-branch family network with diverging investment philosophies, risk appetites, and jurisdictions. Without a defined governance framework, families risk fragmentation, inefficiency, and eventual capital erosion.