Advisory services
Our experienced advisory team, works with clients to make sure your financial situation meets your current and future needs and goals.
Peter Harper – Founder, Managing Director, Head of Avisory
Peter is the founder of the Asena Family Office, a member of Asena’s Board and the Head of the Advisory practice.
Peter has spent decades advising global family offices, companies, and family offices on their US direct investment, cross-border M&A, turnarounds, restructurings, and startups. This has included the development and reset of business plans, establishing liquidity plans, sourcing new debt and equity capital, and reviewing strategic options.
He has also advised, negotiated, and renegotiated lending facilities for borrowers with their creditors.
Together with his team, and often alongside other professionals, Peter is regularly retained to coordinate or provide commercial, legal, tax, and financial advice to owners and management for their companies and transactions.
Liza Janakievski – CEO, Managing Director
Liza is the CEO of Asena, a member of Asena’s Board and the Head of the Asset Management practice.
She has been advising global families and not-for-profits on portfolio construction, financial and tax advice for over 20 years.
Prior to her current role she was the CEO and founder of Giles Wade Private Wealth, a private wealth business working with high-net worth family groups and not-for-profit organisations which joined Asena in 2024.
Liza holds qualifications in both Australia (regulated by ASIC & Tax Practitioners Board) and the US (regulated by the Securities & Exchange Commission S.E.C).
Utilizing her experience and expertise, Liza guides the broader team in working through complex and significant cross border advice to support our clients.
Learn more about:
Our Board
Our Board was established to provide governance and oversight. Each member has management experience in similar organisations and each brings specific expertise to their role.
Our Investment Committee
We recognise the benefits of drawing on knowledge, expertise and experience from beyond our firm. Our Investment Committee plays an integral role, notably in the development and oversight of policy and procedures for investments.