Asena Advisors, LLC

Overview

Asena Advisors, LLC operates under the Asena Family Office name.¹ The firm reports an address in West Palm Beach, Florida.³ The Asena Group describes its ecosystem as supporting global citizens, their families and the businesses they run.¹⁰

History

Peter Harper’s IAPD employment record lists him as CEO and Founder of Asena Family Office beginning June 23, 2011.¹ The same record lists Asena Advisors LLC as his managing director and CEO employer from June 2010 to the present, in a non investment related role.² Giles Wade Private Wealth, founded by Liza Janakievski, merged with Asena in 2024.¹⁷ GW Asena Pty Ltd is described on the firm’s website as SEC registered.¹⁷

Asena says it builds its ecosystem by establishing or acquiring businesses that provide supporting capabilities.¹² Its ASENA Access process links Australian private clients and family offices with United States asset management and private market opportunities. The process also supports Australian founders and executives moving to the United States and returning liquidity to Australia.¹³

Timeline

1. 2010The same record lists Asena Advisors LLC as his managing director and CEO employer from June 2010 to the present, in a non investment related role.
2. 2011Peter Harper’s IAPD employment record lists him as CEO and Founder of Asena Family Office beginning June 23, 2011.
3. 2024Giles Wade Private Wealth, founded by Liza Janakievski, merged with Asena in 2024.

Leadership

Liza Janakievski is CEO, Managing Director and Head of Asset Management.¹⁶ Peter Harper is Founder, Managing Director and Head of Advisory.¹⁸ Janpriya Rooprai is Managing Director and Head of Family Office Services.¹⁹ Arin Vahanian is Managing Director and Head of Tax, United States.²⁰ Prue Smith is Managing Director and Head of Tax, Australia.²¹

Services

Investment management covers asset management, investment advice and private market capabilities. Asena says it can source, review, raise capital for and invest alongside clients in Australian and United States private market opportunities.⁵⁶⁹

Wealth planning and tax work includes tax advisory, executive compensation and planning, tax preparation and tax remediation for private clients. Corporate support includes entity formation and tax preparation.⁷⁸

Reporting and administration includes financial reporting and family office accounting.⁹

Other advisory work includes deal advice, transaction support, acquisitions, divestitures and liquidity planning.⁵⁹¹⁹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Administration and bill pay

Client focus

The website identifies private clients, family offices and portfolio companies that clients own, operate, buy or sell.⁴ The Asena Group describes high growth clients as young entrepreneurs, their start ups and young public company executives. It describes established clients as ultra wealthy individuals, controlled family offices and portfolio companies.¹¹

Asena says it supports several family offices with a combined net worth exceeding $10 billion.¹⁴

Investment philosophy and approach

The firm describes its approach as advice across financial planning, tax strategy, alternative investments, risk management, cross border wealth and long term succession planning.¹⁵ Its advisory team focuses on investment advice, transaction support, post transaction liquidity and private wealth solutions.⁵

FAQs

Related resources

• LocationMultifamily offices in West Palm Beach

  The West Palm Beach directory shows how multifamily offices serve wealthy families and business owners in a major US wealth center. It gives readers a comparison point when considering support for investments, financial planning, tax matters and administration across US and Australian interests.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com explains capital gains rules and planning considerations that may affect investments, business assets and property. Readers can use these guides to prepare focused questions about tax planning when reviewing family office support in Australia or the United States.

• Network siteFamilyOffices.com

  FamilyOffices.com offers educational resources and a community focused on single family offices and wealthy families. Its articles can help readers understand governance, investment management, administration and family decision making before discussing their needs with an advisory firm.

• GuideMultifamily office fees

  The multifamily office fees page outlines common pricing approaches and factors that influence total costs. Readers can use it to structure questions about fees for investment management, financial planning, tax planning, bill pay and other administrative support.

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  Profiles for Adi Dassler International Family Office, FDI Wealth Management and GFG Capital provide additional examples of firms serving private clients and families. Comparing their stated services, locations and client focus can help readers define what they want from an advisory relationship in Australia or the United States.

Sources

1. FINRA/IAPD Registration and Employment History , accessed October 23, 2026.
2. FINRA/IAPD Registration and Employment History , accessed October 23, 2026.
3. Asena Advisors contact page , accessed October 23, 2026.
4. Asena Advisors homepage , accessed October 23, 2026.
5. Asena Advisors homepage , accessed October 23, 2026.
6. Asena Advisors homepage , accessed October 23, 2026.
7. Asena Advisors homepage , accessed October 23, 2026.
8. Asena Advisors homepage , accessed October 23, 2026.
9. Asena Advisors homepage , accessed October 23, 2026.
10. About the Asena Group , accessed October 23, 2026.
11. About the Asena Group , accessed October 23, 2026.
12. About the Asena Group , accessed October 23, 2026.
13. Our Process , accessed October 23, 2026.
14. Family Office Services , accessed October 23, 2026.
15. Family Office Services , accessed October 23, 2026.
16. Executive Committee , accessed October 23, 2026.
17. Executive Committee , accessed October 23, 2026.
18. Executive Committee , accessed October 23, 2026.
19. Executive Committee , accessed October 23, 2026.
20. Executive Committee , accessed October 23, 2026.
21. Executive Committee , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.