Financial Reporting

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.


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

Foreign trusts in the U.S.

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U.S. shareholders and recharacterization of income

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