Multi Family Office

Affinity’s personal approach is ideally suited to the provision of family office services.

Over the years we have helped several families achieve their personal and financial goals.

 

High Net Worth Individuals demand high-quality service, suitably knowledgeable and experienced staff who fully understand challenges of managing wealth.

Our multi family office services team

Andy-award

Andy Morgan

Group CEO

Alex Gardner

Group COO

Eliza Rayner

Business Development Executive

Our multi family office services

  • Luxury asset management
  • Bespoke consultancy from a dedicated point of contact to understand the family’s values, unique desires, long-term goals and objectives.
  • Fiduciary services, including corporate structuring, Trust services and on-going administration
  • Estate planning
  • Insurance and Risk Management
  • Financial Reporting
  • Asset protection and succession planning structures
  • Legal and tax services via our trusted network of intermediaries

 

Our approach of going the extra mile to achieve results for our clients in addition to our friendly nature and ability to find pragmatic solutions sets our service apart. In addition to this, our proven track record for managing wealth and luxury assets makes Affinity a leading service provider in this area.

Our network of professional advisors both locally and internationally, through the HLB International network, enables us to offer a personal service but with an international reach.

Andy Morgan

Group CEO

“Our expert team of advisors are able to respond to their client’s requirements in a tailored way to meet their personal needs. We have been assisting families with a wide range of family office services for several years and have developed a network of professional advisors both here in Malta and internationally to support our clients in every way we can. We are confident that our personal approach has aided us to develop long-lasting trusted relationships with our clients and determines what sets us apart from the rest.”

Isle of Man  –  Malta  –  Cayman Islands

Our recent multi family office articles

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Why Choose the Cayman Islands for your Family Office?

A recent review has seen a rise in Family Office enquiries recorded in the Cayman Islands. A higher emphasis has been placed on living standards during the pandemic as remote working spiked significantly. As a result, High Net Worth Individuals are realigning their priorities, and choosing a jurisdiction that not only offers a safe haven…

Family_Office

Multi Family Office & Affinity: Complex needs, Require Unique Services

A multi-family office is an organisation that assists several families to manage their wealth, objectives and lifestyle. This inclusive service covers a broad range of financial expertise such as wealth creation and protection, investment strategy guidance and risk management. A multi-family office will also assist to their clients personal needs by managing their lifestyle and…