Affinity Private Wealth Announces Succession Plan to Remain Independent and Owner-Managed
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Company
Services
Whether a family business, a holding entity, or an entity within a large multi-national structure, Affinity offers expert company incorporation, administration, and governance services.
We cater to very private funds, partnerships, joint ventures, and family investment companies, providing the support you need to safeguard and grow your wealth.
We specialise in creating and managing corporate and trust structures for entrepreneurial clients and affluent families, providing professional governance for wealth consolidation, business growth, share ownership, and employee incentives to protect and strategically manage your interests.
We have extensive experience in establishing and managing companies across various jurisdictions, offering corporate directors, secretarial, and registered office services, along with administration, reporting, and accounting to ensure proper management, control, and regulatory compliance.
Family Investment Companies (FIC)
These bespoke corporate vehicles use different share classes and direct powers to separate economic and voting interests, allowing us to serve as directors alongside clients to engage family members, maintain communication, document key decisions, and uphold the family charter.
Family Businesses
We specialise in helping entrepreneurs and single or multi-family offices strategically structure their business activities to align with long-term goals for preserving and enhancing family wealth. Our tailored approach ensures that each decision supports your family’s legacy, values, and future prosperity.
Holding Vehicles and Joint Venture Structures
We create optimal structures tailored to your needs, ensuring that your holding vehicles and joint ventures are strategically aligned with your business objectives for sustainable growth and success.
Private Capital
A Private Fund allows family offices and individual investors to deploy capital from private sources, aligning investment strategies and risk appetites. Jersey Private Funds are increasingly popular for their flexibility, and Affinity offers professional services, including corporate governance, tailored reporting, regulatory compliance, and secretarial support.
Affinity can only offer fund services under its TCB license to bespoke funds with less than 15 investors
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David Stearn
Chief Executive Officer
Michelle Tring
Group Director
Justin Thomas
Group Director
“Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business.”
- Private Client
