Insights

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 […]

One of the most significant risks to family-owned enterprises is the potential influence of external shareholders. This is particularly relevant given that a considerable proportion of a family’s wealth is often concentrated within the business.

We were thrilled to host our annual Summer Drinks Event in the Isle of Man last Thursday evening, and what a fantastic night it was!

Advising families on their wealth structures is not an easy or simplistic task. It requires a variety of technical skills, disciplines, and experience. The successful transfer of wealth is partially dependent on the guidance and nurturing of a professional advisor. The advisor’s contributions play a pivotal role in ensuring sustainable wealth transfer. It is not […]

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 […]

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, […]

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 […]

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 […]