Insights

The latest news and views in private wealth, corporate structuring, and entrepreneurship.

Budget 2025: What It Means for Offshore Individuals, Businesses, and Trustees

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.

Still, don’t be fooled, there are plenty of changes that matter if you have offshore interests.

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The Architecture of Family Wealth – Why Jurisdiction Matters More Than Ever – Part 3

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.

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The Architecture of Family Wealth – Structuring the Family Office for Longevity – Part 2

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.

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Boston Multi Family Office Celebrates New Chapter Following Acquisition and Launch in Jersey

Boston Multi Family Office proudly celebrated a milestone recently with its first drinks event following its recent acquisition of Aqua Group and the launch of Boston in Jersey. The event marked an exciting moment in the company’s expansion, bringing together employees, partners, and local intermediaries to toast to growth, collaboration, and new opportunities. The launch […]

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Boston Multi Family Office Announces Promotions and Governance Appointments

Boston is pleased to announce a series of promotions and governance appointments, underscoring the firm’s ongoing commitment to developing its people and strengthening leadership across the Group. Katrina Young has been promoted to Fiduciary Senior Manager, having consistently demonstrated exceptional leadership and technical expertise. Katrina has played a key role in delivering high-quality client service […]

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Why Accurate Accounts Preparation is Essential for a Business or Trust

Keeping accurate accounting records is not just an administrative task – it is the backbone of effective business management, legal compliance, and strategic decision-making. Whether you are launching a start-up, managing a small enterprise, or leading a multinational corporation, well-prepared accounts ensure that your business is positioned for long-term success.

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South Africa removed from FATF Grey List: A Milestone for Financial Integrity and Growth

South Africa has achieved a major milestone in strengthening its financial system and global standing. In October 2025, the Financial Action Task Force (FATF) announced that South Africa has been officially removed from its grey list, marking the country’s successful completion of extensive reforms to enhance the integrity of its financial framework. South Africa was […]

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The Architecture of Family Wealth – Strategic Family Office Solutions for Modern Families – Part 1

As family wealth expands across generations, managing it becomes increasingly complex. What begins as a single wealth creator’s enterprise often evolves into a multi-branch family network with diverse interests, risk appetites, and jurisdictions. Without structured governance and management, fragmentation and capital erosion are inevitable.

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Why put Luxury Assets into a Corporate Structure?

Luxury assets such as aircraft, yachts, classic cars, and collectables often bring people an enormous amount of joy. These assets are typically accumulated over many years and can be passed down to family members, making them both a source of enjoyment and a legacy. For this reason, it makes sense to place them into an […]

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Introducing Boston’s New Talent with Carly Craig

As part of our latest blog series, Introducing Boston’s New Talent, we’re spotlighting the experiences of our newer team members as they navigate their first steps at Boston Multi Family Office.  Through this series, we’ll introduce you to the people behind the titles and share their unique perspectives on joining the business, adapting to new […]

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Why Procedures and Processes are Important

We live in a world of compliance and regulation, which makes it essential for every business to have clear procedures and processes in place. Together, they act as a roadmap for day-to-day operations, ensuring efficiency, consistency, and compliance.

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Structuring for Succession: The Modern Family Office Blueprint – Privacy, Control and Continuity with Exempt Schemes

Families often face the strategic question: how should the holding company be structured to balance succession planning, fairness among shareholders, and sustainable governance?

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