Family Office Architecture

For the original patriarch or matriarch of an ultra wealthy family an increase in wealth may have little impact on the values by which they live their lives’. In most cases their skills and experience has grown with their wealth. For those who started life with little they understand the value and joy of personal success and doing it for themselves. They understand what it means to have had no wealth and so they do not take the money and success for granted.

For the family that follow the first, it can be difficult to develop the same sense of self and purpose.

We consult to families on family office establishment. This involves the creation of an administrative organizational structure for the family with a focus on organizational framework for family engagement in the legacy of first. We do this through three-day planning program with the patriarch and their trusted advisors and quarterly planning sessions with the family leadership team.

The key components are segregated into the 7 pillars: legacy (vision and values), investments + finance, legal + process, administration, people, education, philanthropy.


Have a tax question?

We care. Asena’s guiding philosophy is to understand and have empathy with our clients while providing specialist professional tax advice and services. If you need integrated cross border tax advice and compliance our renowned team is able to help you.

News and Updates

How does the new era of information exchange impact your tax filing?

With the new wave of global information exchange, governments are...

Read more

Do you have unreported foreign assets or bank accounts?

The new wave of information reporting is shaping the way...

Read more

What is the new voluntary disclosure program?

The IRS released a memorandum containing procedures for the Updated...

Read more


OFFICES

Newsletter

Newsletter Footer

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