Insights

Boston Multi Family Office has announced the appointment of Marion de Carte as a Senior Manager within its Fiduciary Management and Administration department in its Isle of Man office.

Boston Multi Family Office has announced the promotion of Siôn Roberts to a Director of its Isle of Man office, Boston Limited.

Boston Sponsor Services Limited is a listing member of The International Stock Exchange and is the only Isle of Man Listing Member which can act for all three categories of listing; Category 1 (specialist debt), Category 2 (investment vehicles) and Category 3 (trading companies).

Following the recent sale of IQE Limited to Boston I am enjoying the vibrancy of a larger office and look forward to lots of new challenges as we integrate the two businesses.

Boston Multi Family Office has announced the promotion of Sarah Ingrassia to Managing Director of its Isle of Man division, Boston Limited (IOM), a role formerly held by Alex McNee who now becomes Boston Group Chief Operating Officer.

Boston Multi Family Office’s acquisition of IQE Limited has been completed following approval by the Isle of Man Financial Services Authority.

In general terms, a Private Trust Company (“PTC”) is a special purpose vehicle established to act as trustee of a family trust or several related trusts. The board of directors of the PTC controls it and as such can direct the fiduciary function of trustee.

Trusts are extremely popular for succession planning and wealth preservation and this is for good reason given the various advantages they offer, several of which are outlined below.

In 2012 I joined Boston as Group Business Development Director and earlier this year I lead the Management Buyout of Boston with my Co-Director Alex McNee and was appointed CEO on completion of the buy-out.

Boston Multi Family Office has announced the formal completion of its management buyout following regulatory approval.