ASENA ADVISORS

Private Client


Wealth Management

In today’s fast-moving financial world, managing significant wealth takes more than just smart investing.

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Deal Advisory

We are deal junkies. A team of transactional experts that only advise UHNW private clients and family offices on international deals.

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Tax Advisory

We have advised over 1000 foreign private clients on US direct investment and on US residency over the last decade. We have extraordinary depth of expertise in the area of residency, how it impacts US and foreign compliance and what impact it has on investing into the US.

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Executive Compensation + Planning

We are an international multi-family office that provides commercially relevant international tax advice. Our multi-jurisdictional multi-disciplinary taxation specialists’ advise on the development and implementation of global tax strategy that meets our clients’ long term objectives.

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Estate Planning

Our personal International Estate Planning services are designed to meet the needs of ultra-high net worth families with assets, businesses, and residency or citizenship in two or more countries – both in the US and overseas.

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Tax Preparation Service

The U.S. is the information disclosure capital of the world. For new residents, this can seem overwhelming. Particularly if you are still filing tax returns in other countries.

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Tax Remediation

The U.S. taxes its permanent residents, citizens, and substantial resident aliens (collectively residents) on a worldwide basis. For permanent residents and citizens this is regardless of how much time they spend within the U.S.

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Asset Protection

A strong asset protection plan is a key component of any enduring tax planning and family structuring strategy.

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