About Us

Our advisory team provides individuals and families with the strategic wealth management investment and tax advice and deal support they need to help them live well in the present and achieve their future goals.

Our private wealth offering is supported by a strong and aligned private markets presence. We source, review, raise capital for, and invest for and with our clients directly in Australian and US based private market opportunities.

We believe that:

  • Private clients and family offices should have direct access to market leading strategic advice, asset management and private markets offerings in both Australia and the US; and
  • Founders and executives that move internationally should be supported by an integrated advisory and asset management business that can ensure they can readily access liquidity wherever they are.

Our Approach

  • Asena have a global approach that supports our clients to invest directly in the US, Australian and international markets. 
  • We are able to do this because our asset management and advisory teams have dual US and Australian licenses (SEC and ASIC) and  a depth of experience, and breadth of networks in both markets. 

This forms the basis of our ecosystem

The Asena Eco-system

We cultivate connectivity in our ecosystem through our proprietary sourcing strategy that connects established investors with high growth companies and operators.

  1. Supporting our high growth community of entrepreneurs, their start-ups and growing companies.
  2. Advising our established community of high net worth individuals, their families, family offices and the portfolio companies they invest in, and
  3. Working with our international network of experts and advisors to provide services across jurisdictions.

What sets us apart?

We charge fees based on the level of service and advice we deliver, and these fees are quoted and agreed upfront. There are no hidden costs, charges or surprises. Our offering is not based on commissions or product-based incentives, so you know you are getting what we believe is the right advice for you. 

Asena Family Office is majority owned by management and staff.  A Swiss bank has a minor equity stake, which provides us with the benefits of international resources and networks.


At Asena Family Office, our philanthropic service has two focuses. Firstly, we work closely with a range of for purpose organisations to help them operate more effectively and efficiently, so they can concentrate their attention on fulfilling its stated purpose or mission. We also help our clients realise their philanthropic aspirations through the Asena Foundation.

For Purpose organisations

We provide for purpose organisations with expert advice on best practice, regulation, and governance. We integrate investment management, administration services, compliance, tax preparation and reporting and provide ongoing advice and support. This allows our not-for-profit clients to make the best use of their financial resources.

Our clients represent every sector of the not-for-profit sector, ranging from indigenous groups through to community groups, private institutions and individually sponsored foundations.