Episode 56 – From Luxury Assets to Global Services

Guest: Andy Morgan, CEO of Affinity

In this episode, David WarrenCo-Founder and Chairman of Bridgeford Trust Company – sits down with Andy MorganCEO of Affinity, a global corporate services provider supporting private wealth and asset structuring – for a conversation on global expansion, entrepreneurship, and identifying opportunity across emerging sectors.

Andy shares how Affinity has evolved from its roots in luxury asset structuring, including yachts and aircraft, into a multifaceted global services firm supporting high-net-worth individuals, family offices, and businesses across industries including e-gaming, sports, and private wealth. The discussion highlights how niche expertise, jurisdictional strategy, and a disciplined approach to growth have driven that evolution.

David and Andy also explore the importance of jurisdiction selection across industries, from trust planning to gaming regulation, and why it has a lasting impact. They draw clear parallels between their firms’ philosophies – particularly around independence, collaboration, and delivering meaningful solutions – while also discussing Affinity’s global footprint across the Isle of Man, Malta, Miami, Cyprus, and beyond, along with the strategy behind expanding into key markets in an increasingly global and evolving landscape.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

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