Insights

As Boston Multi Family Office continues to grow, we’re proud to welcome new talent to our team. Starting a new role can be both exciting and challenging, and our latest blog series – Introducing Boston’s New Talent – aims to highlight the experiences of our newer team members as they navigate their first steps at Boston.
Through a series of Q&A’s, we’ll introduce you to the people behind the titles and share their unique perspectives on joining the business, adjusting to their new roles, and what they’ve learned so far.
Today, we’re pleased to introduce Saalim Gharda, our Mergers & Acquisitions Senior Manager.

Roelf Odendaal, Business Executive at Boston, recently spoke at the 9th Annual Cross-Border Considerations for Advisors Conference, presented by the Tax Faculty and LuciaDeKlein.

Roelf shared insights on Governance and Transparency within Family Structures, highlighting best practices and practical approaches for advisors working with complex family arrangements.

We’re thrilled to be attending the Monaco Yacht Show from 24–27 September. Representing Boston is Katherine Ellis – CEO, Rachael Hughes – Head of Sales Operations and Stephen Wilson – COO. The show is one of the world’s most prestigious gatherings in the yachting industry. If you would like to arrange a meeting with the […]

Boston Multi Family Office is pleased to announce the recognition of four valued employees from their Isle of Man office, who have achieved significant long service milestones in 2025. This acknowledgment reflects their sustained dedication, professional excellence, and contribution to the company’s growth and success.

Managing risk as a day-to-day activity: Understanding the challenge The USB Global Family Office Report 2023 states that: “There’s a mismatch between family offices’ top stated purpose of wealth transfer and the processes, governance and risk management in place to ensure that.” [i] The UBS Reportobserved a stark contradiction: while the transfer of wealth is […]

The Isle of Man will be joining just a handful of jurisdictions authorising the Scheme.

The Automatic Exchange of Information (AEOI) is a global standard for the automatic exchange of financial account information between tax authorities, established to combat tax leakage and promote financial transparency. While the basic premise of AEOI is relatively straightforward — financial institutions report relevant account data to local tax authorities, which then exchange it with […]

A Private Trust Company (PTC) can be a powerful tool in succession planning and wealth preservation, especially for high-net-worth families.  Established by or for a single family to act as trustee of one or more family trusts, the governance is controlled by a board appointed by the family (often through a holding structure) and are […]

Please can you give us an overview of your career? I have been within the fiduciary industry for 20 + years, starting as a trader on a trading desk for a small firm of stockbrokers in Jersey. Wanting to expand my knowledge, I went into private wealth and dealing with all types of assets and […]

What is a trust and how can it be used?  A trust is a legal arrangement in which one party, known as the Settlor (or Grantor), creates a trust and transfers assets into it. These assets are then managed by a Trustee, who holds a legal duty to administer them for the benefit of one […]

Boston is delighted to announce a series of well-deserved promotions, reflecting the dedication, talent, and continued growth of our team in the Isle of Man. Ian Mudie has been promoted to Senior Client Relationship Manager and will now serve as the engagement lead for a portfolio of high-net-worth families and corporate clients. This promotion recognises […]

Please can you give us an overview of your career? I studied accountancy at the Potchefstroom University (Now the Northwest University) in South Africa.  The University was in a quiet town in South Africa, and I thoroughly enjoyed the experience.  I started working at an auditing firm and was not sure that it was for […]