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.

With over 20 years of experience in the private wealth sector, we understand how to implement a unique strategy to meet a client’s desired goals. Our boutique size company provides clients with a personal, hands-on service, and our Group jurisdictions offers our clients a global footprint. Our jurisdictions have stable, secure environments with advantageous regimes and vehicles to structure wealth.

Our multi family office services team

Andy-award

Andy Morgan

Group CEO

Alex Gardner

Group COO

Debbie

Debbie Gooding

Assistant Manager

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

Affinity Sports

Our bespoke family office services are ideally suited for a professional athletes requirements. We provide a personalised, comprehensive solution, which covers all aspects of an athletes lifestyle and wealth management.

We can safeguard an athlete’s wealth with our expert structuring in the Isle of Man, Malta, Cayman Islands and Florida, protecting their assets globally. As a regulated business in multiple jurisdictions, we prioritise operating with integrity and our experience in this environment has formed our excellent knowledge and practices in corporate governance and compliance.

Our bespoke services in the private wealth industry, including establishing trusts and foundations and structuring luxury assets and holding companies in efficient jurisdictions, are ideally suited to a professional athlete’s needs.

However, our offering in sports extends beyond structuring wealth and assets. Our bespoke family office service includes assisting an athlete with managing the physical, emotional, and financial pressures of working in sport.

Affinity Sports

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

STEP 2025

Stepping into the world of Private Wealth in the Cayman Islands

Last week our Group CEO, Andy and Cayman Islands Director, Garry, attended the STEP Cayman Islands conference. A premier event in the private wealth sector, our leadership team took the chance to meet with our network of intermediaries in the Cayman Islands that we work closely with. In addition to, networking and engaging with thought…

STEP cayman asset

Our Group CEO, Andy Morgan, is attending STEP Cayman Islands

Our Group CEO, Andy Morgan, will be at the STEP Cayman Islands International Wealth Structuring Conference. A prestigious off-shore jurisdiction for private wealth, the Cayman Islands has developed an attractive environment with excellent, modern vehicles to structure, protect and maximise private wealth. STEP Cayman Islands is an invaluable networking opportunity and will bring together professionals…