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.
We protect the wealth of:
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, and multi family office administration.
Asena Advisors. We Protect Wealth.
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Having a clear understanding of your family’s global assets and liabilities is critical to any financial…
Family Office Compliance
Ownership of a global asset base will have a dramatic impact on the nature and volume of…
Multi Family Office
We offer multi family office services for families that do not have the liquidity or the desire to manage…
Multi-jurisdictional tax plans help global families remain globally tax compliant, while …
We assist family offices source and invest in US private market opportunities …
We cater to ultra-high-net-worth families by providing a comprehensive array of…
Family Office Investment Management
We offer a total solution to managing investments for family offices.
Family Office Private Equity
Private Equity has proved to be a common investment for many family offices.
Setting Up a Family Office
Many wealthy families with investable assets exceeding $100 million find themselves asking the question if a family office is a suitable tool to manage…
Family Office Investment Strategy
Family offices are adapting their investment strategies to navigate market complexities, capitalize…
Family Office Minimum Net Worth
Setting up a family office typically requires a significant level of wealth with a minimum threshold net worth…
Family Office vs. Hedge Fund
Both are often utilized by high-net-worth individuals and families for preserving and growing wealth, but they differ…
Family Office Structure
Depending on jurisdiction and purpose, a family office’s legal structure can take various forms.
Virtual Family Office
Virtual Family Offices have become increasingly popular among many high-net-worth, geographically-dispersed families with…
Family Office Direct Investing
Being a multi-family office ecosystem, the topic of direct investing is one that is crucial to our clients…
Family Office Services
We offer a wide range of services beyond traditional investment management.
Family Office Fee Structure
Fee structure for the ultra-high-net-worth family varies based specific needs and preferences and on factors such as…
Family Office Financial Services
Family office financial services are pivotal in managing affluent families’ and high-net-worth individuals’ wealth and financial affairs, with a primary focus on…
Family Office Wealth Management
We provide comprehensive wealth management support and services to meet family offices’ financial needs and objectives.
Family Attribution Rules
Family attribution rules are anti-avoidance rules and their application are very prevalent in family-held businesses.
Family Office Real Estate
Family offices play a pivotal role in navigating the intricate landscape of real estate investments, private equity investments, and other wealth management tools.
Family Office Accounting
Learn about Family Office Accounting, offering tailored financial management for high-net-worth individuals across generations. Find out more.