Family Office


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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Financial Reporting

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

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Family Office Compliance

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

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Multi Family Office

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

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Tax Advisory

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

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Deal Advisory

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

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Case studies

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

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

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LLC, Utilization of Depreciation and Losses.

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