We protect wealth

Tax Advisory


We have advised 41 foreign family offices on the tax impact of US direct investment over the last 10 years.

We have a deep understanding of transactional tax support and how proper tax planning can impact a return on investment.
Getting it wrong can mean the difference between a good and bad investment.

Our approach to digesting complex cross border data sets and presenting that information to clients
in a way that is easy to understand and allows quick and intelligent decision making is unparalleled.

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We protect the wealth of:

Multi-jurisdictional tax plans help global families remain globally tax compliant, while protecting their worldwide assets.

For many foreign family offices and multi family offices indirect investment or co-investment into U.S. operational businesses is a pillar of their investment strategy.

Not only do global families face the challenge of complying with various countries’ tax obligations, but they must also determine how to interact with the U.S. tax system without unnecessarily subjecting themselves to high tax rates. Where the U.S. is one piece of the puzzle, global families can turn to Asena Advisors to cultivate personal, U.S. tax-compliant plans that optimize and preserve their capital.

Asena Advisors also work to safeguard global families’ wealth by working with their trusted advisors in ensuring that their U.S. investments effectively integrate with their foreign estate and succession 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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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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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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