The Whole World is Your Partner
Family Office as a Service - Preserving and growing wealth for discerning families in the world's emerging financial capital
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Tilda Publishing
The Whole World is Your Partner
Family Office as a Service - preserving and growing wealth for discerning families in the world's emerging financial capital
“ We solve complex tasks, manage your wealth, and protect it to save your valuable time. In a world where 70% of wealthy families lose their fortune by the second generation, OCTAGON provides the intelligence and structure needed for multigenerational wealth preservation. “
Andrei Marcenco, Co-founder & CEO, PhD
- 115+Entities Registered
- 200+Banking Relationships Established
- 50+Families Under
Management - 60+Years Combined Leadership Experience
Our Philosophy
At OCTAGON, every client is at the center of what we do. We believe long-term success is built on a foundation of honesty, ethics, and transparency. Our philosophy combines efficiency—delivering effective and secure solutions at speed—with entrepreneurial creativity, ensuring each family receives strategies tailored to their ambitions. We embrace continuous development and adaptability, leveraging innovation and expertise to meet evolving challenges. And above all, we rely on the strength of teamwork, providing unwavering support as we navigate complexities together.
Our Mission
Our mission is to be your trusted bridge between ambition and opportunity. We unite international expertise with entrepreneurial thinking, delivering access to a global ecosystem of solutions while upholding uncompromising ethical standards. Guided by efficiency, adaptability, and creativity, we empower families and businesses to thrive in the world’s most dynamic markets—safeguarding your legacy while unlocking future growth.
At OCTAGON, every client is at the center of what we do. We believe long-term success is built on a foundation of honesty, ethics, and transparency. Our philosophy combines efficiency—delivering effective and secure solutions at speed—with entrepreneurial creativity, ensuring each family receives strategies tailored to their ambitions. We embrace continuous development and adaptability, leveraging innovation and expertise to meet evolving challenges. And above all, we rely on the strength of teamwork, providing unwavering support as we navigate complexities together.
Our Mission
Our mission is to be your trusted bridge between ambition and opportunity. We unite international expertise with entrepreneurial thinking, delivering access to a global ecosystem of solutions while upholding uncompromising ethical standards. Guided by efficiency, adaptability, and creativity, we empower families and businesses to thrive in the world’s most dynamic markets—safeguarding your legacy while unlocking future growth.
About Us
Why Family Offices Choose Octagon
Proven Track Record
150 complex cases successfully resolved.
150 complex cases successfully resolved.
Global Network
Access to Forbes 100-level solutions and experts.
Access to Forbes 100-level solutions and experts.
Integrated Approach
Single point of contact for all wealth management needs.
Single point of contact for all wealth management needs.
Regional Expertise
Deep knowledge of GCC and MENA markets.
Deep knowledge of GCC and MENA markets.
Confidentiality & Ethics
Unwavering commitment to discretion and integrity.
Unwavering commitment to discretion and integrity.
Core Values
- Client at the CenterEvery decision begins and ends with your goals and long-term interests.
- EfficiencyWe deliver fast, precise, and secure solutions without wasted time.
- Honesty, Ethics & TransparencyTrust through clear communication and uncompromising integrity.
- TeamworkOur specialists act as an extension of your family office, always by your side.
- Continuous Development & AdaptabilityWe evolve with innovation and expertise to keep your structures resilient.
- Entrepreneurial Approach & CreativityWe unlock bespoke opportunities with inventive, disciplined thinking.
Services
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Asset Protection & Structuring
Comprehensive wealth structuring through UAE foundations, inheritance planning, and multi-jurisdictional asset protection strategies. -
Investment Management
Access to institutional-grade investment strategies, alternative investments, and exclusive MENA region opportunities with proven track records. -
Corporate Services
Complete UAE company registration, banking solutions, Golden Visa programs, and ongoing compliance management. -
Family Services
Personal banking, real estate, education consulting, healthcare coordination, and lifestyle management services. -
Business Development
Strategic consulting, M&A support, market expansion, and new market entry facilitation across global markets. -
International Compliance
Tax optimization, regulatory compliance, and cross-border structuring to meet evolving global requirements.
Bringing 20+ years of private equity, corporate finance, and investment banking experience, Ekaterina founded a successful multi-family office in Moscow managing $5.5 billion in assets. Harvard Business School graduate with former experience at Access Industries and PwC.
Ekaterina Chernova
Co-founder & Managing Partner, ACCA
Harvard Business School, ACCA Member
Leadership Team
With over 20 years of experience in wealth management, investments, and corporate finance, Andrei has served as Chief Investment Officer managing $6 billion in assets. His expertise spans M&A and IPO transactions at Renaissance Capital and Deloitte, with board positions at major energy and aquaculture companies.
Andrei Marcenco
Co-founder & CEO, PhD
Doctor of Economic Sciences
"We've tested 1,000+ partners and selected only the strongest. Access to royal family representatives, government officials, and institutional networks across the MENA region."
Our Network
Cases And Reviews
- Golden VisaCase
The Situation A business owner needed to sell his company in the UAE while simultaneously securing his residency status through a Golden Visa. With limited time, language barriers, and multiple processes to manage, he risked delays and complications.
Our Approach- Designed a step-by-step plan covering visa, business sale, and legal formalities.
- Coordinated his arrival, arranged a translator, and ensured no time was wasted...
- Asset Structuring & Investment ManagementCase
The Situation An ultra-high-net-worth entrepreneur had businesses in his home country, production facilities in Europe, and a holding in the UAE. He approached us to manage his investment portfolio.
Our Approach- Conducted a detailed cross-border tax analysis across multiple jurisdictions.
- Designed a new ownership structure using a UAE holding and foundation to optimize tax exposure and ensure long-term stability....
- Restructuring & Inheritance PlanningCase
The Situation A client held a complex group of companies through a Liechtenstein trust and entities in unfriendly jurisdictions. The structure was outdated, exposed to risks, and inheritance was not secured.
Our Approach- Dissolved the trust and removed exposure to risky jurisdictions.
- Migrated ownership to the UAE and other safe, business-friendly locations...
Featured Content
Family office service provider Octagon enters UAE market
Octagon with headquarters in the UAE, also has operations in Europe, Asia, North, South America, Southern Africa. Octagon, the one-stop-shop for family office advisory needs has unveiled its formal market entry to the United Arab Emirates.
MENA-focused Octagon with headquarters in the UAE, has operations which extend across Europe, Asia, North and South America, and Southern Africa.
MENA-focused Octagon with headquarters in the UAE, has operations which extend across Europe, Asia, North and South America, and Southern Africa.
November 9, 2024
Exclusive: Family office advisory firm enters UAE market
The firm provides services such as asset management, business development and corporate services to family offices in the region.
Octagon, family office advisory firm, has announced its formal entry to the UAE market, Citywire Middle East can reveal.
The firm operates what it calls the ‘family office as-a-service’ (FOAS) model, which centres around providing outsourcing services to family offices.
Octagon, family office advisory firm, has announced its formal entry to the UAE market, Citywire Middle East can reveal.
The firm operates what it calls the ‘family office as-a-service’ (FOAS) model, which centres around providing outsourcing services to family offices.
December 15, 2024
MENA Family Offices: Economic Transformation
October 7, 2024
Featured in Wamda "Family offices in the MENA region are transforming from single-family wealth managers into key economic players, driving social impact and regional growth through strategic investments in technology, renewable energy, healthcare, and education."
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All information is strictly confidential and protected under UAE privacy laws and international wealth management standards.