Affinity Group

Overview

Affinity operates from the Isle of Man and lists group locations in Malta, the Cayman Islands, Nevis, the United Kingdom and the United States.¹ The firm says its Isle of Man clients include local and international clients in private, digital and corporate sectors.²

History

Affinity states that it has operated in the Isle of Man since 2004 and identifies its maritime industry heritage with that year.² The firm says it launched Affinity Sports and expanded into the United States under the leadership of Andy Morgan and Alex Gardner.¹

Affinity Group Limited is registered in the Isle of Man under company number 016232V.³ Affinity (Isle of Man) Limited is registered under company number 110310C and is licensed by the Isle of Man Financial Services Authority.³ The company states that Affinity (Isle of Man) Limited is regulated for Class 4 corporate services, Class 5 trust services and Class 7 management or administration to licence holders.⁴

Leadership

Andy Morgan is CEO and Alex Gardner is COO.¹ Roxy Sheeley is Managing Director, Isle of Man, and Director, Affinity Group.¹ Colin Quayle is Director for the Isle of Man, Affinity Group, Company Secretary and DPO.² Christine Otieno is Technical Specialist for the Isle of Man.² Neil Kelly is Group CFO.¹ Joanne Fenech is Managing Director, Malta.¹ Garry Crossan is Director, Cayman Islands.¹

Services

Affinity provides corporate services for company formation and related administration.² It provides private wealth structuring and succession planning.² Its fiduciary services cover trusts and foundations.² The group also lists licensing and immigration among its service categories.¹

What the firm offers

• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Cross-border planning

Client focus

Affinity says its Cayman Islands operation supports international clients with private wealth planning, asset protection and trust structures.¹ Its Malta operation advises on luxury asset structuring, holding companies, residency planning and wealth preservation.¹ Its Miami operation provides cross border structuring, family office support and corporate advisory for clients expanding into United States and Latin American markets.¹ Its South Dakota operation supports ultra high net worth families with trust planning, asset protection and multi generational wealth structures.¹

FAQs

Related resources

• LocationMultifamily offices in Douglas

  This directory of multifamily offices in Douglas gives context on providers serving clients in the Isle of Man. It can help a family or business owner compare local options while considering estate planning, trust, administration, and cross border needs.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers guides on offshore and international trusts, including cross border asset planning. They can help a reader frame questions about trustee roles, jurisdiction, reporting, and how trust arrangements may connect with philanthropy, private wealth, or estate planning needs involving Isle of Man structures.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how a multifamily office, single family office, or virtual family office differs in structure, staffing, and scope. A business owner or family can use it to consider which model fits needs such as fiduciary oversight, bill payment, philanthropy, and cross border coordination.

• GuideQuestions to ask a multifamily office

  This question guide helps prospective clients prepare for conversations about services, fees, governance, confidentiality, and reporting. For someone considering Affinity's estate planning, trust, administration, or cross border work, it offers prompts to clarify responsibilities and the experience needed for a family's circumstances.

• Similar firmsTurnstone (Isle of Man) Limited
  Cavendish Trust Company Limited
  Knox House Trust Limited

  Reviewing profiles of Turnstone (Isle of Man) Limited, Cavendish Trust Company Limited, and Knox House Trust Limited gives a broader view of firms serving similar regional or private wealth needs. Comparing their stated services with Affinity's can help a reader identify questions about trusts, administration, philanthropy, and cross border planning.

Sources

1. accessed 2026-10-23
2. accessed 2026-10-23
3. accessed 2026-10-23
4. accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.