We protect wealth

Multi Family Office


We provide turn-key wealth management, financial reporting and compliance
support for families that do not have the desire to operate their own family office.

We have supported 41 family offices as they have invested and
moved in and out of the US over the last decade.

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We protect the wealth of:

We offer multi family office services for families that do not have the liquidity or the desire to manage a family office on their own.

At Asena Advisors we provide complete non-financial administrative support for global families who wish to delegate responsibility for all aspects of the management of their family office to an outsourced team that is independent from their investment advisors.

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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Family Office Compliance

Ownership of a global asset base will have a dramatic impact on the nature and volume of

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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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