High Net Worth Individuals & Family Services

Affinity Accounting Services is dedicated to helping high net worth individuals realise their personal and family financial goals. We understand the issues affecting high net worth individuals and families and therefore consider a client’s total financial circumstance with a tailored array of services. Our professional team work closely with each client in design and implementation to help address legacy and succession issues impacted by taxes as well as conserve and transfer wealth to beneficiaries.

Our services include:

  • Family office services including bill payment, account maintenance, budgeting and cash flow projections
  • Financial, estate and gift planning including family wealth transfer, business succession and charitable giving
  • Coordination with other advisers including lawyers and financial planners

Contact us to learn more about how our personalised services can benefit you and your family.

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