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Specialism: Trustees Corporate Trustees, Private Client Trustees
Company: Boston Multi Family Office
Location: Douglas, Isle of Man
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Average client size: £5 million - £25 million
Fixed fee offering: Yes - Both fixed fee and time spent offerings are available, depending on the client's needs
Number of offices globally: 1-5
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Yacht purchase and management
An existing client had a significant liquidity event when he sold his business last year and came to Katherine to discuss future plans. He has a keen interest in yachting and was considering purchasing his first yacht and wanted to discuss yacht ownership with Katherine. After discussing options he decided that he wanted to go ahead with the purchase of a yacht. Katherine co-ordinated the whole process from helping identify and source the type of yacht the client wanted, introducing him to brokers, yacht management firms, tax and legal advisers, to implementing the most suitable yacht ownership structure and arranging for the yacht to be imported into the EU. Boston continues to manage the yacht ownership structure and work closely with the client and the yacht manager.