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Katherine Ellis

CEO

Specialism: Trustees Corporate Trustees, Private Client Trustees

Company: Boston Multi Family Office

Location: Douglas, Isle of Man

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Citywealth rating

4.333335
Average: 4.3 (3 votes)
Fee Level:
4.333335
Average: 4.3 (3 votes)
Quality of Advice
4.333335
Average: 4.3 (3 votes)
Communications Skills
4.333335
Average: 4.3 (3 votes)
Interpersonal Skills
4.333335
Average: 4.3 (3 votes)
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Private client review:

The Boston Multi Family Office provide an excellent service. They take care and time to fully understand the motivations and objectives of the client in order to tailor their services to fulfill the requirements. Katherine Ellis and the entire team are responsive and commercial, as well as being entirely observant of their independence and required fiduciary responsibilities. The Boston Multi Family Offcie provides the client with confidence in delivery and great comfort as custodians as well as managers and administrators. I have no hesitation in recommending The Boston Multi Family Office.

Paul Rebeiro    AMSAF Investment LLC   
26 Aug 2018

Peer review:

Katherine is both professional in style and approach as well as being technically knowledgeable in her field of expertise. Add to this her personable manner and her ‘can do’ approach to each new challenge brought, I would have no hesitation in recommending Katherine for fiduciary and trust related advisory work.

13 Feb 2018

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2017 

Katherine Ellis currently has no Citywealth award

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

Boston Multi Family Office

Number of offices globally: 1-5

Katherine Ellis currently has no contact details

IFC Powerwomen Top 200 2017 IFC Powerwomen Top 200 2018 IFC Powerwomen Top 200 2018 International Powerwomen Top 100 2019

Private client review:

The Boston Multi Family Office provide an excellent service. They take care and time to fully understand the motivations and objectives of the client in order to tailor their services to fulfill the requirements. Katherine Ellis and the entire team are responsive and commercial, as well as being entirely observant of their independence and required fiduciary responsibilities. The Boston Multi Family Offcie provides the client with confidence in delivery and great comfort as custodians as well as managers and administrators. I have no hesitation in recommending The Boston Multi Family Office.

Paul Rebeiro    AMSAF Investment LLC   
26 Aug 2018

Peer review:

Katherine is both professional in style and approach as well as being technically knowledgeable in her field of expertise. Add to this her personable manner and her ‘can do’ approach to each new challenge brought, I would have no hesitation in recommending Katherine for fiduciary and trust related advisory work.

13 Feb 2018

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

Katherine Ellis currently has no reviews

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.