Affinity Private Client Services

Legacy, Philanthropy & Family Solutions

Affinity’s boutique family office services support generous families who seek to align their values, wealth, and impact. Whether you're giving through a DAF, managing a private foundation, or building a legacy for future generations—we’re here as your trusted guide.

Our work goes beyond transactions. We help families clarify what matters most—and build intentional plans that integrate giving, governance, and legacy.

Our Service Tiers

Foundation

For families beginning their philanthropic journey or refining a DAF strategy.

Annual Legacy & Giving Strategy Session
DAF or Foundation Review & Recommendations
12-Month Philanthropy Roadmap
Curated Nonprofit Recommendations
Year-End Giving Summary Report

Stewardship

For actively engaged families seeking deeper alignment and family involvement.

Includes everything in Tier One, plus:

Quarterly Strategy Sessions
Family Giving Statement or Values Charter
Family Meeting Facilitation (1x/year)
Next-Gen Engagement Guidance
Grantee Vetting & Relationship Management
DAF/Foundation Grant Processing
Collaboration with Your CPA, Attorney, or RIA

Legacy Office

For Families with multigenerational wealth and structured philanthropic goals.

Includes everything in Tier Two, plus:

Bi-Monthly Strategy & Family Governance Sessions
Custom Family Retreat Planning & Facilitation
Multi-Generational Legacy Planning
Full Philanthropy Administration (DAF/Foundation)
Investment Committee Facilitation (if applicable)
Custom Reporting & Impact Dashboards

A La Carte

Family Legacy Retreat
Values & Story Telling Package
Private Foundation Startup Support
Nonprofit Due Dillegence Projects

What Sets Us Apart

The Affinity Difference

- Boutique and values-based

- Discreet and highly relational

- Built on philanthropic strategy, not products

- Deep Oklahoma roots, national perspective

Let's Build What Matters Most

Affinity stands beside families who believe wealth is more than numbers—it’s a legacy. If you’re ready to give with greater clarity, confidence, and impact, we’re here to help. Schedule a conversation with us.