Trusted by UHNW Families — our platform delivers tailored FOaaS solutions, combining wealth structuring, global investment strategies, and exclusive opportunities.

Global Reach, Local Expertise — access a network across MENA, Europe, and beyond, backed by proven expertise in cross-border wealth solutions.

Shared Success — we do not compete for clients; instead, we amplify your value proposition with services that strengthen client loyalty and retention.

Private Banks and Wealth Managers seeking to enhance service offerings.

Law Firms and Tax Advisors supporting UHNW clients with cross-border needs.

Real Estate Brokers and Developers offering bespoke property solutions to international investors.

Independent Advisors & Multi-Family Offices who want access to Octagon’s FOaaS infrastructure.

Lifestyle and Concierge Services working with elite clients.

Revenue Opportunities: partnership models that include shared fees, co-branded services, and referral structures.

Expanded Value Proposition: offer clients services that go beyond your current scope.

Exclusive Investment Access: club deals, private equity, and alternative investments curated for UHNWIs.

Confidentiality and Ethics: strict adherence to confidentiality, compliance, and ethical standards.

Marketing Support: co-branded materials, joint events, and thought-leadership opportunities.

Referral Partnership: introduce clients to Octagon and share in success fees.

Strategic Alliance: jointly deliver services under co-branded initiatives.

Exclusive Club Partnership: collaborate on curated UHNW events and club deals.

White-Label FOaaS: offer Octagon’s services under your brand, with our back-end expertise.