Tax Advisory

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.