Asset Protection & Corporate Services
Safeguard your wealth and optimize your corporate structures with sophisticated asset protection strategies and comprehensive corporate services. As the UAE's pioneering Family Office as a Service provider, Octagon delivers institutional-grade structuring expertise with the personalized attention your family's unique circumstances require.
Advanced Asset Protection & Corporate Structuring in Dubai
In today's complex global environment, protecting and optimizing your wealth requires sophisticated legal structures, strategic tax planning, and proactive risk management. Whether you're concerned about litigation exposure, tax efficiency, succession planning, or regulatory compliance, your asset protection strategy must be as sophisticated as your wealth creation efforts.
At Octagon, we understand that effective asset protection goes beyond simple offshore structures. Our comprehensive approach combines cutting-edge legal structuring with practical business considerations, ensuring your wealth is protected while remaining accessible for your family's needs and business objectives.
Our asset protection and corporate services support clients with assets from $25 million to over $1 billion, providing scalable solutions that evolve with your wealth and circumstances.
At Octagon, we understand that effective asset protection goes beyond simple offshore structures. Our comprehensive approach combines cutting-edge legal structuring with practical business considerations, ensuring your wealth is protected while remaining accessible for your family's needs and business objectives.
Our asset protection and corporate services support clients with assets from $25 million to over $1 billion, providing scalable solutions that evolve with your wealth and circumstances.
Asset Protection Services
Wealth Structuring & Optimization
Creating sophisticated ownership structures that leverage the best features of different jurisdictions while maintaining operational efficiency and tax optimization. Our expertise spans UAE structures (DIFC, ADGM), traditional offshore jurisdictions (Cayman, BVI, Jersey), and emerging structures (Singapore VCC, Luxembourg structures).
Establishing single-family office or multi-family office structures that provide operational efficiency, tax optimization, and regulatory compliance while maintaining family control and flexibility.
Strategic implementation of trust structures, private foundations, and hybrid entities that provide asset protection, tax efficiency, and succession planning benefits across multiple generations.
Leveraging the UAE's unique regulatory environment including the new Family Wealth Centre regulations in DIFC, ADGM trust and foundation structures, and the UAE's extensive double taxation treaty network.
Ensuring all structures work harmoniously across jurisdictions where you maintain business interests, residences, or assets, with particular attention to tax treaty optimization and regulatory compliance.
Litigation Support Services
When disputes arise, we provide comprehensive support including asset tracing defense, enforcement resistance strategies, and coordination with litigation counsel to protect your interests.
Pre-Litigation Planning
Proactive structuring to minimize exposure before disputes arise, including asset segregation, insurance optimization, and liability limitation strategies that reduce overall risk exposure.
Creditor Protection Strategies
Implementing structures that provide protection against potential creditors while maintaining your ability to benefit from and control your assets. Our approach balances protection with practical accessibility.
Insurance Integration
Coordinating asset protection structures with comprehensive insurance strategies, including professional liability, directors & officers coverage, and specialized policies for unique risks.
Identifying and addressing potential regulatory risks across all jurisdictions where you maintain interests, ensuring compliance while minimizing exposure to changing regulatory environments.
Regulatory Risk Mitigation
Litigation Protection & Risk Management
Tax Planning & Structuring
International Tax Optimization
Comprehensive tax planning that minimizes global tax exposure while ensuring full compliance with all applicable laws and regulations. Our approach considers residence planning, business structuring, and investment optimization.
UAE Tax Planning
Leveraging the UAE's favorable tax environment including zero personal income tax, extensive treaty network, and new corporate tax regime to optimize your overall tax position.
Transfer Pricing Compliance
Ensuring all inter-company transactions comply with transfer pricing regulations across multiple jurisdictions, minimizing audit risk and tax exposure.
Succession Tax Planning
Structuring wealth transfer strategies that minimize estate and gift tax exposure while achieving your family succession objectives across generations.
Ongoing Compliance Management
Ensuring all structures remain compliant with evolving tax regulations, including automatic information exchange requirements, beneficial ownership registrations, and substance requirements.
Art & Collectibles Management
Family Governance Integration
Aligning asset protection structures with family governance frameworks, ensuring succession plans reflect both legal optimization and family dynamics.
Shariah-Compliant Structuring
For families requiring Shariah compliance, we provide structuring solutions that meet Islamic principles while achieving asset protection and tax optimization objectives.
Next-Generation Preparation
Educating and preparing the next generation for wealth inheritance responsibilities, including governance training and financial literacy programs.
Multi-Generational Wealth Transfer
Creating structures that facilitate smooth wealth transfer across generations while minimizing tax implications and maintaining family harmony.
Corporate Services
Company Incorporation & Management
Comprehensive incorporation services across all UAE jurisdictions including mainland companies, free zone entities (DIFC, ADGM, JAFZA, etc.), and offshore companies, with strategic guidance on optimal structure selection.
Establishing corporate entities in key jurisdictions globally including BVI, Cayman Islands, Singapore, Luxembourg, and other strategic locations based on your specific requirements.
Designing efficient corporate structures that support business operations while providing tax optimization, asset protection, and operational flexibility.
Reviewing and optimizing existing corporate structures, eliminating unnecessary entities while improving efficiency and reducing administrative burden.
Secretarial & Administrative Services
- Professional Corporate Secretarial ServicesComplete corporate secretarial support including board meeting organization, minute preparation, resolution drafting, and statutory compliance management.
- Registered Office SeravicesProviding registered office addresses and mail handling services across multiple jurisdictions, ensuring professional corporate presence and regulatory compliance.
- Document
ManagementSecure storage and management of corporate documents, contracts, and records with professional archiving and retrieval systems. - Compliance
MonitoringProactive monitoring of regulatory changes and compliance requirements across all jurisdictions where you maintain entities, ensuring timely response to new obligations. - Corporate
HousekeepingMaintaining proper corporate records, share registers, and statutory books to ensure all entities remain in good standing and audit-ready.
Banking & Financial Services Support
Corporate Banking Relationships
Establishing and managing corporate banking relationships across multiple jurisdictions, negotiating favorable terms and ensuring optimal banking solutions for business needs.
Establishing and managing corporate banking relationships across multiple jurisdictions, negotiating favorable terms and ensuring optimal banking solutions for business needs.
Bank Account Opening Support
Professional assistance with corporate bank account opening, including preparation of all documentation, regulatory compliance, and relationship management during the account opening process.
Professional assistance with corporate bank account opening, including preparation of all documentation, regulatory compliance, and relationship management during the account opening process.
Multi-Currency Account Management
Establishing and managing multi-currency banking solutions that support international business operations while optimizing foreign exchange costs and cash management.
Establishing and managing multi-currency banking solutions that support international business operations while optimizing foreign exchange costs and cash management.
Credit Facility Structuring
Negotiating and structuring corporate credit facilities, working capital lines, and specialized financing solutions that support business growth while maintaining optimal terms.
Negotiating and structuring corporate credit facilities, working capital lines, and specialized financing solutions that support business growth while maintaining optimal terms.
Banking Compliance Management
Ensuring all corporate banking activities comply with anti-money laundering regulations, beneficial ownership requirements, and other regulatory obligations.
Ensuring all corporate banking activities comply with anti-money laundering regulations, beneficial ownership requirements, and other regulatory obligations.
Regulatory & Compliance Services
- UAE Regulatory ComplianceComprehensive compliance support across all UAE regulatory regimes including Central Bank regulations, Securities and Commodities Authority requirements, and free zone specific obligations.International Compliance CoordinationManaging compliance obligations across multiple jurisdictions including beneficial ownership registrations, economic substance requirements, and automatic information exchange compliance.AML/KYC Program ManagementImplementing and managing comprehensive anti-money laundering and know-your-customer programs that meet international standards and regulatory requirements.Regulatory Change ManagementMonitoring regulatory developments across all relevant jurisdictions and implementing necessary changes to maintain compliance and optimize structures.Audit Support ServicesCoordinating with external auditors and providing comprehensive support during regulatory examinations or compliance reviews.UAE Structuring Advantages
Strategic Location BenefitsThe UAE's position as a bridge between East and West, combined with its extensive double taxation treaty network, provides unique opportunities for international tax optimization and business structuring.No Personal
Income TaxThe UAE's zero personal income tax regime, combined with sophisticated corporate structuring options, provides unique opportunities for tax-efficient wealth management.Regulatory
InnovationThe UAE continues to enhance its regulatory framework with new initiatives like the DIFC Family Wealth Centre, ADGM trust and foundation laws, and innovative business structures that provide cutting-edge options for wealth structuring.Political & Economic StabilityThe UAE's stable political environment, strong rule of law, and commitment to international best practices provide the certainty and security essential for long-term wealth structuring.Why Choose Octagon for Asset ProtectionComprehensive IntegrationOur asset protection services integrate seamlessly with wealth management, business advisory, and family services, ensuring all aspects of your wealth strategy work in harmony.Global Expertise, Local KnowledgeDeep expertise in international structuring combined with unmatched knowledge of UAE-specific opportunities and regulations, providing optimal solutions for globally mobile families.Proactive Risk ManagementWe don't just react to problems – we anticipate and prepare for potential issues before they arise, providing proactive protection and ongoing strategy refinement.Institutional-Grade ServiceThe same level of sophisticated structuring expertise available to large institutions, delivered with the personal attention and flexibility of a boutique family office.Confidentiality & DiscretionAll asset protection planning is conducted with absolute confidentiality, ensuring your wealth structuring strategies remain private and secure.Structuring ProcessComprehensive Asset ReviewDetailed analysis of your current asset holdings, corporate structures, and potential risks to identify optimization opportunities and protection needs.Strategy DevelopmentCreation of comprehensive asset protection and corporate structuring strategies tailored to your specific circumstances, objectives, and risk tolerance.Implementation & ExecutionProfessional implementation of all recommended structures with careful attention to timing, documentation, and regulatory compliance across all relevant jurisdictions.Ongoing Management & ReviewContinuous monitoring and refinement of structures to ensure they remain optimal as your circumstances change and regulations evolve.
Client Success: International Restructuring & Succession PlanningThe ChallengeA family with complex international business operations needed to optimize their asset ownership structure while planning for next-generation succession across multiple jurisdictions with evolving regulatory requirements.We developed multiple comprehensive restructuring scenarios, analyzing tax efficiency, residency optimization, and future asset transfer mechanisms to identify the optimal structure for long-term wealth preservation.Our SolutionImplementation ProcessStrategic AnalysisEvaluated existing structures and identified jurisdictional optimization opportunitiesLegal RestructuringRestructured existing entities and established new foundations in favorable jurisdictionsBanking IntegrationOpened essential banking and brokerage accounts to support the new structureSuccession FrameworkDesigned inheritance plans aligned with tax residency and asset locationsResults AchievedSuccessfully relocated assets to more favorable jurisdictions while ensuring transparency, maintaining operational control, and establishing clear succession pathways for the next generation.✓ Optimized global asset protection structure
✓ Enhanced risk mitigation across multiple jurisdictions
✓ Comprehensive turnkey implementation and ongoing managementValue Delivered
Getting StartedReady to optimize your asset protection and corporate structuring? Our confidential assessment process begins with a comprehensive review of your current situation and protection objectives. 
Family ServicesIntegrate succession planning with family governance and next-generation preparation programs.Related Services
Wealth ManagementCoordinate asset protection structures with investment strategies to optimize both protection and growth potential.
Business ServicesAlign corporate structures with business operations and strategic objectives for maximum efficiency and protection.
Private ServicesCoordinate residency planning and lifestyle needs with optimal corporate and trust structures.Contact usFor inquiries or assistance, please complete the form below. Our team will respond promptly.All information is strictly confidential and protected under UAE privacy laws and international wealth management standard