Family Office


FIND OUT MORE

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.

Have a question?

Contact us today to arrange your no obligation consult.

  • This field is for validation purposes and should be left unchanged.

Financial Reporting

Having a clear understanding of your family’s global assets and liabilities is critical to any financial…

Read more

Family Office Compliance

Ownership of a global asset base will have a dramatic impact on the nature and volume of…

Read more

Multi Family Office

We offer multi family office services for families that do not have the liquidity or the desire to manage…

Read more

Tax Advisory

Multi-jurisdictional tax plans help global families remain globally tax compliant, while …

Read more

Deal Advisory

We assist family offices source and invest in US private market opportunities …

Read more

Family Office

We cater to ultra-high-net-worth families by providing a comprehensive array of…

Read more

Family Office Investment Management

We offer a total solution to managing investments for family offices.

Read more

Family Office Private Equity

Private Equity has proved to be a common investment for many family offices.

Read more

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…

Read more

Family Office Investment Strategy

Family offices are adapting their investment strategies to navigate market complexities, capitalize…

Read more

Family Office Minimum Net Worth

Setting up a family office typically requires a significant level of wealth with a minimum threshold net worth…

Read more

Family Office vs. Hedge Fund

Both are often utilized by high-net-worth individuals and families for preserving and growing wealth, but they differ…

Read more

Family Office Structure

Depending on jurisdiction and purpose, a family office’s legal structure can take various forms.

Read more

Virtual Family Office

Virtual Family Offices have become increasingly popular among many high-net-worth, geographically-dispersed families with…

Read more

Family Office Direct Investing

Being a multi-family office ecosystem, the topic of direct investing is one that is crucial to our clients…

Read more

Family Office Services

We offer a wide range of services beyond traditional investment management.

Read more

Family Office Fee Structure

Fee structure for the ultra-high-net-worth family varies based specific needs and preferences and on factors such as…

Read more

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…

Read more

Family Office Wealth Management

We provide comprehensive wealth management support and services to meet family offices’ financial needs and objectives.

Read more

Family Attribution Rules

Family attribution rules are anti-avoidance rules and their application are very prevalent in family-held businesses.

Read more

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.

Read more

Family Office Accounting

Learn about Family Office Accounting, offering tailored financial management for high-net-worth individuals across generations. Find out more.

Read more

Case studies

How do family offices optimize foreign tax credits in the U.S.?

Read more

How do Family Offices determine whether to invest by way of debt or equity?

Read more

LLC, Utilization of Depreciation and Losses.

Read more
The Latest from the blog

In our 12th episode of the Family Office...

Asena CEO Peter Harper comments on how family...

Family Office Real Estate In the world of...