Grow your business
Blog
The Role of a Private Trust Company
By Boston Multi Family Office 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...
Fixed income investing explained
By Canaccord Genuity Wealth Management. Do you get confused when it comes to the different types of investments that make up your investment portfolio? Are you wondering about the benefits and drawbacks of the potentially ‘safer’ and ‘steadier’ style of fixed interest...
Can I come to the Isle of Man from South Africa and run my own business?
By BridsonHalsall Advocates Limited Can I come to the Isle of Man from South Africa and run my own business? The simple answer to that question is – Yes! The Isle of Man is a great place to start and run a business. It offers an attractive tax and business...
Family Trees May Bear Fruit
Maria Bridson, Head of Immigration at BridsonHalsall Advocates, discusses the opportunities to migrate to the Isle of Man if you or your spouse has British ancestry, or in some cases if you have a grandparent with Irish ancestry. Usually the first question I ask...
Isle of Man – A Safe Base for a Family Office
BY BOSTON MULTI FAMILY OFFICE What is a Family Office? ‘Family office’ is a term that is now used extensively by a number of financial organisations including major banks, hedge funds, asset managers and others. In essence the term refers to the provision of financial...
Wealth Succession Planning
How family succession planning could help protect your family’s future Canaccord Genuity independent wealth planners believe that wealth succession planning should be a key discussion point and incorporated into your financial plans as early as possible. However,...
The benefits of a multi-asset approach to income investing
Phil Penrose, Head of Isle Man for Brooks Macdonald looks at how this potentially opens income opportunities. While headlines around challenging market conditions may be alarming for those seeking income, it is important to bear in mind that this is only one of a...
Understanding the value of a family office to a high-net-worth family.
Where there is a high net worth family spread over many generations and each family member has their own businesses as well as numerous staff to look after both their personal and business affairs, it is not surprising that many families are turning to family offices...
Succession Planning – It’s never too late to start
We often hear the words “succession planning”. It is all too clear that circumstances can change quickly in ways that are beyond our control. Although planning should be done as early as possible, it is never too late to start, so it is important that you give...
Press Release: Indaba October 2022
PRESS RELEASE Isle of Man Indaba – October 2022 The Isle of Man Indaba delegation recently completed its second visit to South Africa to discuss the synergies between the Isle of Man and South Africa and the opportunities to do business. This time the delegation was...