WE PROTECT WEALTH

Family Office Compliance


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We protect the wealth of:

Ownership of a global asset base (income generating assets like business assets and securities, and depreciating assets like 2nd homes, planes, boats and cars) will have a dramatic impact on the nature and volume of administration that a family is forced to deal with.

At Asena Advisors we develop, implement and manage compliance plans.

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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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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Wealth Management

We offer bespoke investment management services to enhance and protect
your family groups established wealth and legacy

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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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