Affinity Private Wealth partners with Ocean Culture Life to Give a Voice to the Ocean through Storytelling Grants
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Private Wealth
We work closely with our private clients to provide a trust experience tailored to their needs.
Whether for succession planning, asset consolidation, or philanthropy, we establish and administer structures with the primary aim of providing peace of mind.
Building Trust, Protecting Futures
At our core, we build lasting, trust-based partnerships with clients,working closely to understand your unique aspirations and priorities. With deep expertise, discretion, and entrepreneurial insight, we deliver solutions designed to protect and grow your legacy. Whether navigating family governance, supporting philanthropic goals, or structuring wealth across generations, weare dedicated to providing you with peace of mind. Our commitment to integrity, independence, and excellence ensures that you receive the highest standard ofcare as we manage and safeguard what matters most to you.
Trusts
Trust defines our approach, we actively work alongside our private clients to provide a trust experience which is personalised to their needs and expectations. Whether it be for succession planning, asset consolidation or philanthropy, we establish and administer trusts with the principle aim of providing peace of mind for our clients.
Foundations
Foundations offer a flexible, personalised solution for transitioning wealth to future generations. Established with the distinct purpose they are ideal for philanthropic giving or holding the family business. Our services include incorporation, provision of the qualified member and ongoing administration and governance.
Private Trust Companies
For ultra-high-net-worth clients, we offer a family governance framework with a bespoke corporate trustee that ensures decision-making involvement for family members while introducing younger generations to family wealth and values in a structured way.
Philanthropy
Whether for one-off donations or long-term projects, we help clients develop strategies that align with their values and support important causes, providing services such as strategy documentation, structuring advice, and coordination with external advisors for ongoing impact reporting.
Protector/Executorship Services
A protector is an independent party, who holds the trustees accountable to acting in the best interests of the beneficiaries'. Professional protectors from Affinity offer independence and accountability, with powers which can include; appointment or removal of trustees, amendments to trust terms, and approval to distributions.
Wealth Structuring
We help high-net-worth families and entrepreneurs protect and grow wealth for future generations by creating tailored structures that mitigate political and economic risks, selecting the right type of structure, determining family involvement, and addressing cross-border tax issues in collaboration with experienced lawyers and tax advisers.
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David Stearn
Chief Executive Officer
Michelle Tring
Group Director
Justin Thomas
Group Director
“With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority”
- Partner - Global Law Firm
