"We help international families and entrepreneurs protect, structure, and preserve wealth across multiple jurisdictions.
Our approach combines legal structuring, banking solutions, and long-term capital protection strategies"
Andrei Marcenco, Co-founder & CEO, PhD
Our approach combines legal structuring, banking solutions, and long-term capital protection strategies"
Andrei Marcenco, Co-founder & CEO, PhD
- 65+Private Clients
- 200+Structures Implemented
- 50+Jurisdictions Covered
- 70+Trusted Partners Worldwide
About Us
Octagon is a multi-family office specializing in asset protection, capital preservation, and cross-border wealth structuring.
We work with international clients who require stable, compliant, and long-term solutions to protect their assets and optimize ownership structures globally.
Our strength lies in combining deep jurisdictional expertise with practical execution — from structuring and banking to governance and succession planning.
We focus on what matters: protecting wealth, ensuring continuity, and building resilient structures across generations.
We work with international clients who require stable, compliant, and long-term solutions to protect their assets and optimize ownership structures globally.
Our strength lies in combining deep jurisdictional expertise with practical execution — from structuring and banking to governance and succession planning.
We focus on what matters: protecting wealth, ensuring continuity, and building resilient structures across generations.
Why International Clients Choose Octagon
Asset Protection First
We prioritize the safety and long-term preservation of your capital.
We prioritize the safety and long-term preservation of your capital.
Jurisdictional Expertise
Proven experience across key global financial centers.
Proven experience across key global financial centers.
Tailored Structuring
Each solution is designed around your specific needs and risks.
Each solution is designed around your specific needs and risks.
Discreet & Reliable Execution
High level of confidentiality and operational precision
High level of confidentiality and operational precision
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.
Our Core Services
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Asset Protection & Capital Preservation
We design asset protection structures to safeguard wealth from legal, political, and financial risks across multiple jurisdictions. Our solutions combine international structuring, compliance, and risk diversification.
We focus on capital preservation through legal frameworks and strategic planning, ensuring long-term security, flexibility, and control over global assets. -
Wealth Structuring
We develop tailored wealth structuring solutions, optimizing ownership, control, and tax efficiency across international jurisdictions, including trusts, foundations, and holding structures.
Our approach supports long-term wealth preservation and succession planning, aligned with global compliance and client-specific objectives. -
Banking & Financial Solutions
We provide access to international banking, payment infrastructure, and financial services across key global jurisdictions through our trusted partner network.
Our team ensures efficient onboarding, compliance, and long-term banking stability tailored to international clients. -
Family Wealth Governance
We establish governance frameworks for managing wealth across generations, including succession planning and ownership structuring.
Our solutions ensure continuity, reduce risk, and support long-term wealth preservation in international environments. -
Corporate Services
We offer company formation, administration, and corporate structuring across multiple jurisdictions, ensuring full compliance and operational efficiency.
Our services support international business activities and long-term structuring strategies.
Mikhail Belzer brings over 25 years of multinational experience in private equity, venture capital, corporate finance, and management consulting across Europe, USA, South America, and the Middle East.
Mikhail Belzer
Partner - Global Operations
Hanze International Business School
Senior team with experience in international structuring, banking, and private client advisory.
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
Our global network of legal, banking, and corporate partners enables us to structure and maintain solutions across key international jurisdictions.
Our Network
Selected Cases
- 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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