
Insights
The latest news and views in private wealth, corporate structuring, and entrepreneurship.
Boston Multi Family Office Recognised in The Sunday Times Best Places to Work 2025

Boston Multi Family Office is thrilled to announce that it has been recognised in the Sunday Times Best Places to Work 2025 – Medium Organisation category. This prestigious award celebrates companies that excel in creating a supportive, inclusive, and empowering workplace culture. To be eligible for the Sunday Times Best Places to Work, companies must […]
Read moreFamily office – onshore, offshore and Asia

Katherine Ellis, CEO of Boston Multi Family Office was delighted to be included on the panel of experts who spoke at the recent TEP Malta Conference. The topic they discussed was Family office – onshore, offshore and Asia and fellow panellists included Natalie Peter, TEP, Blum & Grob Attorneys at Law, Switzerland and Nicholas Jacob, […]
Read moreAttitudes to Wealth – STEP Wealth Report 2025

STEP (The Society of Trust and Estate Practitioners – the international professional body for trustees, wealth advisors and estate practitioners) recently published a report on Attitudes to Wealth. Their findings are insightful and suggest that families are actively looking at ways to mitigate the risks future generations will face. It also provides families and their […]
Read moreSustainable wealth succession: A Trustee perspective

Creating a Trust requires trust. In accordance with the Law Society of the United Kingdom, the “trustees are the legal owners of the assets held in a trust.” Their role is to: Entrusting hard-earned assets to a trustee can be intimidating. However, centuries of established laws in the Isle of Man are in place to […]
Read moreSustainable wealth succession: The Family’s Perspective

Deciding what should happen to your wealth after your death is never easy. Every wealth creator has options when planning the future of their accumulated wealth: All the above options are driven by a single question: What is the purpose of the wealth? Donella Meadows (American environmental scientist, writer, and educator) said: “Growth is one […]
Read moreNew shores beckon for Boston Multi Family Office on completion of acquisition of Aqua Group

Isle of Man-headquartered Boston Multi Family Office is pleased to announce the completion of its acquisition of Aqua Group, a leading family office and fiduciary business based in Jersey, Malta and the UK. The deal will enable Boston to expand its operations to the Channel Islands and UK, as well as bolstering its presence in […]
Read moreGlobal Business, Local Stability: The Isle of Man’s Role in Reducing Risk in a Complex World

In a global economy marked by volatility, shifting political landscapes, and unforeseen disruptions, businesses that are expanding internationally are increasingly looking for ways to safeguard against uncertainty. The Isle of Man, a self-governing British Crown Dependency situated in the Irish Sea, has become a beacon of stability for global businesses seeking to mitigate risk while […]
Read more66 things I like/hate about me!

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 […]
Read moreSustainable Wealth Succession Planning: An introduction

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 […]
Read moreA Year of Growth and Transformation

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 […]
Read moreThe Journey to Partnership

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 […]
Read moreInternational Wealth Succession Planning and Structuring

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 […]
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