Case
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.
• Submitted the Golden Visa application immediately upon his landing, securing approval in just 4 days (instead of the usual 7–8).
• Organized the sale of his company, including notary calls, legal agreements, and investor coordination — without requiring the client’s direct involvement.

The Result
Within 5 working days, the client:

• Cancelled his old investor visa.
• Sold his UAE business.
• Obtained a new Golden Visa. All with zero time lost to queues, bureaucracy, or administrative stress.

Value Delivered
We maximized the efficiency of his visit, orchestrated several complex processes at once, and provided complete peace of mind.


Review
“I honestly didn’t think it was possible to sell my company and switch my visa in just one trip — but OCTAGON made it happen. From the moment I landed in Dubai, everything was arranged: a translator met me, my schedule was perfectly planned, and I didn’t have to waste a single hour on bureaucracy.
They even managed to file my Golden Visa application without me having to go to immigration myself — something I thought was impossible. While I was focusing on the sale of my business, OCTAGON coordinated lawyers, government offices, and notaries, so that by the time I left the country, everything was completed.
I felt looked after at every step and never stressed about the process. For me, this was the perfect Family Office experience — smooth, fast, and with total peace of mind.”

Case
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.
• Re-registered companies, opened banking infrastructure, and ensured compliance in all relevant jurisdictions.
• Built a diversified investment portfolio aligned with his global expansion goals.

The Result
The client now has:

• A transparent, efficient ownership structure.
• Reduced tax risks through optimized cross-border planning.
• A clear investment strategy supported by robust infrastructure.

Value Delivered
Instead of simply managing assets, we delivered a holistic Family Office solution that secured his global operations and allowed him to focus fully on business growth.


Review
"OCTAGON approached my situation with exceptional professionalism and precision. I initially came to them for asset management, but they quickly identified that my existing structure was inefficient.
Their team carried out a comprehensive cross-border tax review, redesigned my holding structure, and set up a foundation in the UAE to optimize my asset ownership. They also handled the share transfer of my companies, opened banking infrastructure, and built an investment portfolio aligned with my long-term objectives.
Today, I have a clean, efficient structure and a dedicated Family Office partner who oversees my affairs across multiple jurisdictions. This has allowed me to focus entirely on growing my businesses, knowing that the administrative and legal complexities are taken care of."

Case
The Situation
The client considered acquiring a European logistics asset but was unsure of its real value and risks. At the same time, he sought alternative investments in the MENA region.

Our Approach

• Conducted a full due diligence and prepared a Red Flag Report.
• Provided a fair market valuation of the proposed asset.
• Benchmarked expected yields against regional opportunities.
• Offered access to a private club deal in the UAE with +30% annual return potential.

The Result

• Objective assessment of the European opportunity.
• Access to a higher-yielding investment in MENA.
• A deeper understanding of market dynamics in two regions.

Value Delivered
We ensured the client avoided a potentially overpriced deal and gained access to exclusive opportunities with superior performance.

Review
"I asked OCTAGON to review a European logistics asset I was considering. Instead of a simple ‘yes’ or ‘no’, I received a full Red Flag Report, a fair valuation, and a detailed market comparison.
They not only uncovered risks I had not considered but also offered me access to a closed UAE deal with a higher projected yield. It was the first time I felt I had a truly independent advisor who wasn’t trying to sell me anything but was focused on my long-term results."

Case
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.
• Established new legal entities and a foundation in the UAE.
• Structured inheritance in line with heirs’ tax residency and asset locations.

The Result

• A transparent and controlled ownership structure.
• Risks minimized and assets protected.
• A clear, pre-arranged inheritance plan aligned with the client’s wishes.

Value Delivered
We provided peace of mind by eliminating risks and ensuring both security and continuity of wealth across generations.

Review
"OCTAGON transformed what was once a messy, outdated ownership structure into something clean, transparent, and future-proof.
They dissolved an old trust, moved my assets out of risky jurisdictions, and created a new holding and foundation in the UAE. For the first time, I feel that the inheritance plan for my children is well-thought-out and legally robust.
This was a project I had been postponing for years, and OCTAGON executed it flawlessly from start to finish."

Case
The Situation
 An entrepreneur acquired a well-known European brand that needed a post-pandemic restart. The goal was to expand outside Europe, with a focus on the GCC region.

Our Approach

• Held strategy sessions and designed a detailed expansion roadmap.
• Registered a new UAE entity as the hub for MENA operations.
• Recruited and relocated an executive team.
• Found and set up office space, opened bank accounts, and built the operational infrastructure.

The Result

• A fully functioning business in the UAE with team, office, and banking in place.
• Active operations launched in the GCC market.
• Ongoing long-term partnership with OCTAGON as trusted advisor.

Value Delivered
We delivered a turnkey market entry solution, saving time, reducing risks, and accelerating growth in one of the world’s fastest-growing regions.

Review
"When I acquired a well-known European brand, I knew I had to scale it beyond Europe, but I had no idea how to enter the GCC market. OCTAGON became my launch partner.
They set up a UAE company, relocated my executive team, found office space, opened bank accounts, and even provided administrative support — all within a very tight timeline.
Thanks to them, we are now operating in the region and growing our revenue every quarter. OCTAGON didn’t just advise — they executed and continue to support our expansion."

Case
The Situation
Part of a client’s assets was legally owned by extended family members, creating uncertainty and lack of control for the ultimate beneficial owner (UBO).

Our Approach

• Designed a new, simplified ownership structure.
• Performed legal and tax analysis to avoid complications.
• Registered a new company in a chosen jurisdiction.
• Transferred the assets at nominal value without tax consequences.

The Result

• The UBO gained full and direct control over the assets.
• Risks were minimized and privacy preserved.
• The structure became simpler and more secure.

Value Delivered
We combined discretion with technical expertise, ensuring the client’s control and peace of mind without family conflict or unnecessary exposure.

Review
"This was a very delicate situation involving assets held by extended family members. OCTAGON handled it with utmost discretion.
They created a new structure, executed the transfer at nominal value, and ensured there were no tax consequences. Now I have direct control over my assets, and the process was surprisingly smooth and private.
I truly appreciated how they combined technical expertise with respect for family dynamics."