Family Office Compliance

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

Multi Family Office

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

Tax Advisory

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

Deal Advisory

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

Wealth Management

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

Case studies

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

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

LLC, Utilization of Depreciation and Losses.

Experience the Asena difference

Contact us today to arrange your no obligation consult.

Asena Advisors. We protect wealth.

WE PROTECT WEALTH