Insights

Marion de Carte, Senior Client Relationship Manager at Boston Multi Family Office, had the privilege of attending a high level development finance session at the House of Lords earlier this year

We extend our warmest congratulations and best wishes to Janet Griffiths as she retires. Janet has made an outstanding contribution throughout her career, and her commitment, professionalism and expertise have been greatly appreciated by her colleagues. We asked Janet to reflect on her career in her own words. ‘How times have changed since my first […]

When considering international finance, investment, or relocation, choosing the right jurisdiction is critical.  Each jurisdiction offers unique advantages depending upon your personal circumstances or structuring objectives.  In this blog, we look at Jersey, Channel Islands, as a compelling choice offering a combination of connectivity, financial sophistication, and lifestyle appeal. Jersey is a politically and economically […]

We were approached by a seasoned entrepreneur, who had built a successful international engineering group operating across five continents.

This week, seven colleagues from our Boston team travel to Botswana to take part in the Mashatu Land of the Giants cycling event. It’s a rare chance to ride through a world-class wildlife reserve, and the event is hosted by Stephen Lansdown, Mashatu Game Reserve’s majority owner and a passionate conservationist.

There is a sobering statistic often quoted in the world of private wealth: more than 90% of wealthy families fail to successfully transition their wealth beyond the third generation. What is remarkable is not just the scale of the failure, but its consistency across time, geography and culture.

Choosing the right jurisdiction is a key consideration in international finance, investment, and relocation, as each offers distinct advantages based on personal circumstances and structuring objectives.  We look at the Isle of Man as a compelling choice offering a combination of connectivity, financial sophistication, political stability and lifestyle appeal. With its trusted regulatory environment, competitive […]

Some time has passed since the 2026 Isle of Man Rebecca House Street Races, and we are proud to reflect on an event that once again brought people together through running, community spirit, and a shared commitment to supporting a vital local cause. That sense of collective effort was echoed across the organisation, with members […]

Boston Multi Family Office has appointed David Shefford as Senior Manager within its Fiduciary team in the Isle of Man. David joins with more than 40 years of experience in the financial services industry, having held senior roles in Jersey, Mauritius and the Isle of Man. He has built a strong track record working with […]

As global wealth continues to grow and evolve, one of the most consequential shifts of the decade isn’t just about how much wealth exists, it’s about who will steward it next. The UBS Global Wealth Report 2025 highlights a historic acceleration in intergenerational wealth transfer that is reshaping family legacies, investment choices, and the way […]

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

In Part 1 of Bloodlines & Boardlines, we explored the foundational governance principles that enable family offices to anchor their purpose, leadership, and culture with clarity and discipline. These principles – rooted in strategic leadership, purpose alignment, and a clear division of responsibilities – set the stage for family offices to function with the same […]