We currently support a small number of family offices with a combined net worth exceeding $10B with global transactional support.
Over the last decade we have advised 41 family offices on US direct investment, mergers and acquisitions and moving family members into and out of the US.
Family Office Services for Global Families: Private and Multi-Family Office Support
In today’s world family offices and multi family offices need to have a global outlook and an organizational structure that accommodates the needs of a globally mobile family.
As family capital grows so does the complexity associated with the administration of a global asset base and the most appropriate way to account for and report on those assets.
Our family offices services team consult on family office architecture, family office tax advisory, family office compliance (regulatory and tax preparation), family financial reporting, multi-family office administration and work closely with our asset management team on family office wealth management.
Whether you’re building a private family office or exploring what structure fits best, we help design a solution tailored to your needs.
Asena Advisors. We Protect Wealth.
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Contact us today to arrange your no obligation consult.
Financial Reporting
Having a clear understanding of your family’s global assets and liabilities is critical to any financial…
Multi Family Office
We offer multi family office services for families that do not have the liquidity or the desire to manage…
Tax Advisory
Multi-jurisdictional tax plans help global families remain globally tax compliant, while …
Deal Advisory
We assist family offices source and invest in US private market opportunities …
Family Office Accounting
Family office accounting is an essential financial management service…
Family Attribution Rules
Attribution is an artificial concept used for tax purposes to prevent tax avoidance.
Asset Management vs Wealth Management
Understanding financial services can be challenging, especially when differentiating between asset management and wealth management…
Family Office Advisory
Family Office Advisory provides tailored guidance to high-net-worth families, helping them manage and preserve their wealth…
Private Wealth Management
In today’s fast-moving financial world, managing significant wealth takes more than just smart investing.
Case studies
How do family offices optimize foreign tax credits in the U.S.?
Read moreHow do Family Offices determine whether to invest by way of debt or equity?
Read moreLLC, Utilization of Depreciation and Losses.
Read more
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