WE PROTECT WEALTH

Financial Reporting


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We protect the wealth of:

Having a clear understanding of your family’s global assets and liabilities is critical to any financial decision-making process.

As family capital grows and the complexity of your asset base evolves (income generating assets like business assets and securities, and depreciating assets like 2nd homes, planes, boats and cars) it becomes more critical to have a clear understanding of your family cost structure and how much income your capital needs to generate to ensure you have more money tomorrow than you have today.

At Asena Advisors we develop, implement and manage financial reporting frameworks for global families.

Asena Advisors. We Protect Wealth.

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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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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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