Our USA offices

Affinity provide bespoke corporate structuring and a range of fiduciary services in various states across the USA.

 


Our successful organic growth across the Group in recent years has led our natural expansion into the USA. The USA provides our clients with vast opportunities, multiple attractive locations to structure in and many developed industries which are an ideal fit for our clients and the Group.

Our successful performance in the private wealth sector, serving High Net Worth clients with bespoke, discreet structuring, was a key driver behind establishing our presence in the USA. In addition to this, our services in the yachting sector across the Group ideally suited our new office in South Florida.

Our USA offices are located in multiple states, including South Florida and South Dakota, where we provide a range of fiduciary services across a diverse range of sectors. We have developed an extensive network of trusted intermediaries in the U.S, including legal, tax and accounting services, to compliment our corporate services.

We can also provide corporate structuring in Delaware, Nevada, New Mexico and Wyoming.

Affinity South Florida

Affinity (South Florida) LLP assists clients with corporate services across range of sectors, including aviation, traditional corporate and trust, private wealth, sports and yachting.

The South Florida region offers exciting opportunities in our long standing sectors such as Yachting and Aviation and also opens up private wealth planning opportunities, with a particular focus on the Latin American Region.

In addition to corporate structuring opportunities, our US operation also has strong banking relationships which enable us to broaden our reach both in North and South America.

Our unique service offering, allowing the formation of both onshore and offshore structures via the US region in addition to Isle of Man, Cayman Islands and Malta in the same boutique style, provides an international reach but with a particular focus on privacy and offering tailored solutions to meet every client’s requirements.

SOUTH FLORIDA

 

 

info@affinityco.com

 

1550 Madruga Ave

Suite 317,

Coral Gables,

Florida, USA 33146

Affinity South Dakota

South Dakota is an increasingly attractive destination for businesses and individuals seeking innovative and beneficial trust laws.

With a favourable regulatory environment, no state income tax, and a commitment to grantor rights and privacy, the state has established itself as a leader in trust administration.

Its comprehensive legal framework, coupled with a proactive approach to evolving trust statutes, ensures that both residents and non-residents can optimize their financial strategies while enjoying a high level of asset protection and control.

Our team in South Dakota are able to guide you through all the Corporate options in respect of South Dakota. In addition to Affinity’s South Dakota corporate option, through partnering with a reputable network of local providers, we are able to offer Trust services in South Dakota.

Why South Dakota?

· Top-Ranked Jurisdiction: Consistently among the best for trust laws, attracting domestic and international investment.
· Comprehensive Trust Laws:
• Promotes grantor control, privacy, asset protection, and limited tax liability.
• Innovated by the Governor’s Trust Task Force to maintain its leadership in trust law.
· Directed Trusts:
• Separate responsibilities among administrative, investment, and distribution committees.
• Reduces liability and administrative burden, allowing grantors to remain involved without fiduciary duties.
· Asset Protection:
• Domestic Asset Protection Trusts (DAPTs) protect grantors’ assets from creditors while allowing some control.
• DAPTs are valid in 17 states, including South Dakota.
· Dynasty Trusts:
• No Rule Against Perpetuities allows perpetual trusts, maintaining control indefinitely.
· No State Income Tax:
• South Dakota does not tax trust income, making it an attractive option for non-resident grantors.
· Privacy Laws:
• Quiet Trusts: Limit information shared with beneficiaries.
• Automatic Seals: Court records are sealed automatically and perpetually, protecting trust details.
· Flexible Modifications:
• Decanting: Move assets to a new trust with different terms without court consent.
• Modifications allowed with consent from grantors and beneficiaries, maintaining grantor intent.
· Special Spousal Property Trust:
• Enables couples to treat property as community property for tax benefits similar to community property states.

SOUTH DAKOTA

 

 

info@affinityco.com

 

330 S Poplar Ave

Pierre,

SD 57501,

United States

Our USA leadership team

Andy-award

Andy Morgan

CEO

“All our team share the same thought – what more can I do to help this client?”

Alex Gardner

COO

“We are relentless in our pursuit of operational excellence, driven by a team united in the mission to exceed our clients’ expectations.”

Our USA services

Aviation

We provide tailored ownership structures to suit each client’s individual requirements, with optimum focus on innovative tax efficient solutions whilst operating within the relevant rules and regulations.

Companies

We will take care of the management and administration of structures, providing a comprehensive and bespoke service to meet individual client needs.

Commercial Property

We provide a range of services connected to the administration of commercial property ownership structures. Our dedicated team works closely with landlords, property managers, legal and tax advisers.

Yachting

We have a large fleet of yachts under administration and are widely regarded through the industry as one of the leading yachting Corporate Service Providers in the Isle of Man and Malta.