Boston Multi Family Office

Adam Lewis is a Partner at Horizon Capital LLP, where he focuses on investments in technology and service businesses. His investment approach emphasizes value creation through buy and build strategies.

Alex Ward is Chief Executive Officer at Boston Multi Family Office, with expertise spanning family office, luxury assets, and eCommerce structuring. ACCA qualified in 2002 and a fellow since 2007, Ward is a former Isle of Man president of the ACCA and contributed to the launch of the Isle of Man Commercial Yacht Register and Civil Aviation Register. Ward is a founding member of the Isle of Man Yacht Forum, founding member and Chair of the Isle of Man Aviation Forum, and focuses on international business development across the Middle East, Malta, and Switzerland.

Amanda Potter is an education professional and trainer with experience in curriculum design, program management and evaluation, partnership development, and volunteer training. She has developed and delivered trainings and workshops for a range of audiences. Her recent work in Basel has centered on building inclusive communities through events, communications, and grassroots initiatives, with a focus on women's and girls' sport, particularly football.

Francesca Epifani is a Director at Boston Multi Family Office, where she supports the AQUA Team and clients on long-term retirement, succession, and real estate structuring. Her specialist areas include bespoke and international pension planning as well as tax planning for real estate structures.

Helen Hall is Managing Director at Boston Multi Family Office, where she leads the Jersey executive team. Her work centers on complex international structures for institutional clients, entrepreneurs, and family offices investing in real estate and private equity. She has more than 30 years of experience building teams and client relationships across multiple jurisdictions.

Jo Hamilton is Chief Financial Officer of Boston Multi Family Office, a multinational corporate services provider. Hamilton's experience spans private equity, publicly listed, and privately owned companies across multiple sectors, including work on transformation projects, a shared service centre implementation, global banking consolidation, and an Oracle ERP implementation. Hamilton has also led sub businesses generating combined revenues of €30 million.

Katrina Young is an Engineering Administrative Assistant at Office Team with over 10 years of experience in administrative support and customer service. Her skills include MS Office (Word, Excel, PowerPoint), data entry, SAP CRM/ECC, and FileMaker, along with responsibilities such as managing high call volumes, scheduling meetings, and preparing reports and correspondence.

Kevin Murphy is a Compliance Manager at Boston Multi Family Office, with a background in compliance and risk focused on AML/CFT. His experience includes training, banking, and onboarding. He holds a degree and the ICA Advanced Certificate in AML.

Kristianne Fenech is an education professional and facilitator with experience in curriculum design, program management and evaluation, partnership development, and volunteer training. She has developed and delivered trainings and workshops for a range of audiences. Her recent work in Basel has centered on inclusive community building through events, communications, and grassroots initiatives, with a focus on women's and girls' football.

Nick Gilbert is Chief Financial Officer at Boston Multi Family Office, a multinational corporate services provider. His experience spans private equity, publicly listed, and privately owned companies across multiple sectors, and includes work on shared service centre implementation, global banking consolidation, Oracle ERP implementation, and acquisition integrations. He has also held operational leadership of sub-businesses generating combined revenues of €30 million.

Paul Healey serves as Advisory Board Chair and Independent Advisor at EIM – Executive Interim Management and works as a family office advisor and executive coach through Peak Executive Coaching. His career includes roles as CEO of Quinn Johansson Family Office, CFO positions at Emergency Services and State Super and at Places Victoria, and non-executive directorships at Equip Super and Table Tennis Victoria, spanning the family office, financial services, real estate, higher education, and utilities sectors. A Chartered Accountant with a Master of Business in Accounting and the GAICD qualification, he has completed the Advisory Board Centre Certified Chair program and executive education programs at Wharton and Harvard Business Schools.

Paul Lawrence is Managing Director at Boston Multi Family Office, where he leads the Jersey executive team. Over a career spanning more than 30 years, he has worked with complex international structures for institutional clients, entrepreneurs, and family offices investing in real estate and private equity across multiple jurisdictions.

Rachael Hughes is Managing Director at Boston Multi Family Office. She qualified with STEP in 2005 and served as a Director of STEP Isle of Man for seven years, and is also a member of the Chartered Management Institute. Her work focuses on trust and fiduciary matters, and she attended the 2010 Oxford Symposium on Trusts at Jesus College, where she presented to the judging panel for the Willoughby Award.

Sarah Ingrassia is an Engineering Administrative Assistant at Office Team with more than 10 years of experience in administrative support and customer service. Her skills include MS Office (Word, Excel, PowerPoint), data entry, SAP CRM/ECC (T-Codes), shopping carts, and FileMaker. Her responsibilities include handling a high volume of incoming calls, scheduling meetings and appointments, preparing correspondence, and assisting with regularly scheduled reports.

Siôn Roberts is a Director at Boston Multi Family Office, where he serves as Head of Accounting and Tax. He is a fellow of the Association of Chartered Certified Accountants (ACCA) and a member of the Chartered Institute of Taxation (CIOT), with experience across a range of accounting and tax functions.

Sonia Turner is a Director at Boston Multi Family Office, where she serves as Head of Accounting and Tax. She is a fellow of the Association of Chartered Certified Accountants (ACCA) and a member of the Chartered Institute of Taxation (CIOT), with experience across a range of accounting and tax functions.

Stephen Wilson is the Group Chief Operating Officer at Boston Multi Family Office. A Chartered Certified Accountant, he has experience in the financial services and ship management industries.

William Steele is a Chartered Accountant serving as Director of Finance at Boston Multi Family Office. He has worked with small and medium-sized companies through his own professional practice and in industry.