OctoGlobal
Inheritance & Succession Planning
Preserve your family legacy with OCTAGON’s inheritance and succession planning services. Structure your wealth transfer using UAE Foundations and global compliance strategies.
Inheritance Planning in the UAE | Family Wealth Continuity

Plan Your Legacy with Confidence

Succession planning is not about the end — it’s about continuity.
OCTAGON ensures your assets are structured, governed, and distributed in line with your vision and family values.
Our inheritance structures eliminate uncertainty, prevent disputes, and protect wealth from risks such as divorce, litigation, or political instability.
Challenges We Solve
  • Complex family ownership or cross-border holdings
  • Lack of unified asset control
  • Exposure to personal or business liabilities
  • Need for discreet inheritance across generations
  • Absence of compliant succession documentation

The Foundation as a Succession Tool

The UAE Foundation serves as the cornerstone of modern inheritance planning.

It allows your wealth to remain intact, managed by a trusted council, and distributed to beneficiaries in accordance with pre-defined rules and governance documents.

This approach minimizes conflict, optimizes tax exposure, and ensures wealth remains within the family.

OCTAGON’s Approach

We begin with a deep structural diagnosis of your holdings, visualizing your family’s asset map, identifying legal and tax risks, and building a bespoke succession strategy integrated with foundation governance.

Our solutions align with UAE, European, and global legal frameworks, ensuring your legacy is protected in every jurisdiction.
Preserve. Protect. Pass On.
Whether you’re restructuring for efficiency or preparing for generational transition, OCTAGON provides the clarity, governance, and confidence to manage your family’s future.