Asena advisors

Private Client

We are private client advisors. It is hard wired into our DNA. Everything we do is focused on the net benefit to the family.

The net benefit for the family can be economic, philanthropic, or can involve the protection of the family and their legacy.

In the advisory world other advisors categorize advisors based on who they advise by reference to public or non-public companies. For background private clients can refer to any form of structure that is not a public company, that is closely held.

When an advisor is advising public companies or companies that are not closely held their obligation is not to the family. They are thinking about the net benefit to the shareholders of the company or the fiduciary obligations that the directors owe to the company itself.

This conflict (i.e. the rights of the shareholders and the directors’ obligations to the company), invariably results in the best interests of the family being subjugated for the best interests of the company.

This is why we don’t advise public companies and why we only advise private clients, family offices and the portfolio companies they own. It is just not in our client’s best interests.

We are impartial and we are always looking for net benefit for the families we represent, whether that is helping them acquire a piece of real estate or leading their team on the sale of a $100M stake in a $1B business.


Deal Advisory

We are deal junkies. A team of transactional experts that only advise UHNW private clients and family office.

Find out more

Tax Advisory

Our personal tax advisory services are designed to meet your tax advisory needs – both in the US and overseas.

Find out more

Executive Compensation + Planning

We are an international accounting firm that provides commercially relevant international tax advice.

Find out more

Estate Planning

Find out more

Tax Preparation

We prepare the full range of U.S. personal tax and information returns.

Find out more

Tax Remediation

The U.S. taxes its permanent residents, citizens, and substantial resident aliens (collectively residents) on a worldwide basis.

Find out more

Asset Protection

Find out more

Wealth Management

We act as an incubation platform for you and your family group so that your successes translate to financial security and prosperity.

Find out more

Have a question?

Contact us today to arrange your no obligation consult.

Question

  • This field is for validation purposes and should be left unchanged.

Your needs are unique, your service should be too.

Our personal level of service ensures that whatever your requirements you are treated in a manner that recognises you for who you are. We have specialist resources that have the technical and industry knowledge to provide both professional advice and practical solutions.

Through a combination of academic qualifications and practical experience our professionals are able to provide you with guidance and solutions to a wide range of tax, business and accounting issues. Our view is that by us ‘integrating’ your home country tax issues with your arrival country tax issues you will be in a better position than working with different service providers.


News and Updates

In the second episode of the Wealth Management...

In our first episode of the 3 Pillars...

GENERAL BACKGROUND Last week we discussed the taxes...