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Alex Ward

Investor

Director at Boston Multi Family Office

Jersey

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About

Alex Ward is a Director at Boston Multi Family Office, where he works with the AQUA Team supporting clients on retirement, succession, and real estate structuring. His areas of focus include bespoke and international pension planning as well as tax planning for real estate structures.

Experience

  1. Boston Multi Family OfficeDirectorcurrent2019 — presentJersey and UK
  2. BDO Northern IrelandPartner - Tax and Wealth Management2000 — 2019
  3. Connswater HousingBoard Member2010 — 2011
  4. Standard LifePensions Specialist1996 — 2000

Skills & more

Wealth Management8Pensions6Strategic Financial Planning1Investments4Finance2Financial Planners1
  • Member of the Society of Trust and Estate Practtitioners 'STEP' — STEP – Advising Families Across Generations
  • Chartered Financial Planner
  • Member of the Chartered Insurance Institute

From Alex's professional profile.

Colleagues at Boston Multi Family Office

Adam Lewis
Partner at Horizon Capital
Alex McNee
Group Director, Mergers & Acquisitions at Boston Multi Family Office
Amanda Potter
Risk & Compliance Director at Boston Multi Family Office
Amy Adair
HR Manager at Boston Multi Family Office
Barbara Joyce
Client Relationship Manager at Boston Multi Family Office
Callan Cooper
Client Relationship Manager at Boston Multi Family Office
Carley Irwin
Client Relationship Manager at Boston Multi Family Office
Chris Shimmin
Client Relationship Manager at Boston Multi Family Office

Frequently asked questions

Who is Alex Ward?
Alex Ward is a Director at Boston Multi Family Office, where he works with the AQUA Team supporting clients on retirement, succession, and real estate structuring. His areas of focus include bespoke and international pension planning as well as tax planning for real estate structures.
Where does Alex Ward work?
Alex Ward is Director at Boston Multi Family Office.
Where did Alex Ward go to school?
Alex Ward studied at Ulster University (BSC Hons Banking Finance & Retail Distribution, Banking and Finance); Annadale Grammar School, Belfast.

Same school

Shared employers