Private & Family Services
Experience seamless lifestyle management and comprehensive family support with our dedicated concierge and family advisory services. As the UAE's pioneering Family Office as a Service provider, Octagon handles life's complexities so you can focus on what matters most to your family.
Comprehensive Private & Family Services for Ultra-High Net Worth Families
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Managing substantial wealth extends far beyond investments and business operations. Today's ultra-high-net-worth families require sophisticated support for their personal lives, family needs, and lifestyle aspirations. From acquiring exceptional properties to ensuring the next generation receives world-class education, every aspect of family life demands the same level of professional expertise applied to financial matters.

At Octagon, we understand that true family office service means being your trusted partner for life's most important decisions and daily complexities. Our private and family services provide the discretion, expertise, and personal attention that allows you and your family to live with confidence and peace of mind.

Our family services support clients globally, providing 24/7 access to lifestyle management and family advisory expertise wherever life takes you.

Private Services

Special Inquiries & Bespoke Solutions

Real Estate Services
Global Property Advisory
Comprehensive real estate services across all major international markets, from acquisition and due diligence to property management and eventual disposition. Our team has particular expertise in luxury residential markets in the UAE, UK, USA, and Europe.
Investment Property Analysis
Detailed financial analysis of real estate investments, including rental yield optimization, tax implications, and long-term appreciation potential across different markets and property types.
Property Management Coordination
Overseeing property management services for multiple residences, ensuring consistent maintenance standards, security protocols, and staff management across your global property portfolio.
Development Project Oversight
Professional oversight of custom home construction and renovation projects, including architect and contractor selection, project timeline management, and quality control throughout the development process.
Relocation Services
Complete relocation support including market analysis, property search, legal documentation, and transition coordination when establishing new residences in different countries.
Personal Account Management
Comprehensive Bill Management
Professional management of all personal and household expenses across multiple residences and jurisdictions, ensuring timely payment, expense optimization, and detailed record-keeping for tax and budgeting purposes.
Tax Compliance Coordination
Ensuring all personal tax obligations are met across jurisdictions where you maintain residences or business interests, coordinating with tax advisors and maintaining necessary documentation.
Banking Relationship Management
Coordinating personal banking relationships globally, negotiating favorable terms for personal credit facilities, and ensuring optimal banking solutions for international lifestyle needs.
Insurance Portfolio Management
Comprehensive review and management of personal insurance needs including property, casualty, umbrella coverage, and specialized insurance for valuable collections, yachts, and other unique assets.
Banking & Financial Management
  • Corporate Banking Relationships
    Establishing and managing relationships with leading commercial banks globally, negotiating favorable terms for credit facilities, trade finance, and treasury services.
  • Cash Management Optimization
    Implementing sophisticated cash management systems across multiple entities and jurisdictions, minimizing costs while maximizing liquidity and efficiency.
  • Financial Controls Implementation
    Establishing robust financial controls, reporting systems, and audit procedures that provide transparency and accountability across all business operations.
  • Treasury Management
    Professional treasury services including foreign exchange management, interest rate hedging, and liquidity optimization across multi-currency operations.
Art & Collectibles Management
Collection Management
Comprehensive services for managing art and collectible portfolios including cataloging, insurance, conservation, storage, and transportation of valuable pieces.
Authentication & Valuation
Access to leading experts for authentication and appraisal of art, antiques, jewelry, and other collectibles for insurance, estate planning, or transaction purposes.
Exhibition & Loan Coordination
Managing museum loans, private exhibitions, and public displays of collection pieces, including all logistics, insurance, and documentation requirements.
Art Advisory Services
Professional guidance on art acquisition, including authentication, valuation, and strategic collection development. Our network includes leading art advisors, auction house specialists, and private dealers globally.

Family Services

Citizenship & Residency Planning

Family Meeting Facilitation
Professional moderation of family meetings, ensuring productive discussions about wealth management, business decisions, and family governance matters.
Family Constitution Development
Facilitating the creation of family mission statements, values documentation, and governance frameworks that guide decision-making across generations.
Next-Generation Education
Financial literacy programs and wealth education for family members, ensuring the next generation understands their responsibilities and opportunities as wealth inheritors.
Succession Planning Integration
Coordinating wealth transfer planning with family dynamics, ensuring succession plans reflect both financial optimization and family harmony objectives.
Neutral facilitation and mediation services for family disputes, helping maintain family unity while addressing legitimate concerns and differences of opinion.
Conflict Resolution Support
Family Wealth Planning & Governance
Education Services
  • School Selection & Admissions
    Comprehensive support for selecting and securing admission to top-tier educational institutions globally, from primary schools through university and graduate programs.
  • Educational
    Consulting
    Strategic educational planning that aligns with family values and individual children's strengths, interests, and career aspirations.
  • University Placement Services
    Specialized support for university admissions including application strategy, essay development, interview preparation, and scholarship applications.
  • International Education Coordination
    Managing the complexities of international education including visa requirements, accommodation arrangements, and ongoing support for students studying abroad.
  • Specialized Program Access
    Facilitating access to exclusive educational programs, summer camps, cultural exchanges, and leadership development opportunities not available through conventional channels.
Lifestyle Integration & Coordination
Multi-Residence Management
Seamless coordination across multiple residences ensuring consistent service standards, security protocols, and family preferences are maintained whether you're in Dubai, London, New York, or any other location.
Event Planning & Management
Professional planning and execution of family events, celebrations, and business entertaining including venue selection, catering coordination, entertainment booking, and all logistical management.
Staff Management & Coordination
Professional oversight of household staff across all residences including recruitment, training, performance management, and ensuring consistent service delivery that meets family standards and preferences.
Travel & Transportation
Comprehensive travel services including private aviation coordination, luxury ground transportation, accommodation arrangements, and detailed itinerary planning for business and leisure travel.
Why Choose Octagon for Family Services
Integrated Service Delivery
Our family services integrate seamlessly with wealth management, business advisory, and asset protection services, ensuring all aspects of your family's needs are coordinated and optimized.
Global Network, Personal Touch
Our international presence enables us to provide consistent, high-quality service wherever your family's interests take you, while maintaining the personal relationships that make exceptional service possible.
Absolute Discretion
All family services are provided with the highest levels of confidentiality and discretion, ensuring your family's privacy and security are never compromised.
24/7 Availability
Our family services team is available around the clock to handle urgent needs, emergency situations, and time-sensitive requirements that can't wait for regular business hours.
Cultural Sensitivity
Deep understanding of cultural nuances and family traditions across different regions and backgrounds, ensuring our services respect and enhance your family's values and preferences.
Service Delivery Process
Family Needs
Assessment
Comprehensive evaluation of your family's current situation, lifestyle preferences, and service requirements across all family members and residences.
Service Plan
Development
Creation of detailed service plans that address immediate needs while anticipating future requirements as your family grows and evolves.
Implementation & Coordination
Professional execution of all family services with dedicated relationship management ensuring consistent communication and service delivery.
Ongoing Relationship Management
Continuous refinement of services based on changing family needs, preferences, and circumstances, ensuring our support evolves with your family
Results Achieved
Successfully launched fully operational regional headquarters with complete leadership team, financial infrastructure, and administrative systems, positioning the brand for accelerated market growth.
✓ End-to-end execution from strategic concept to operational launch
✓ Integrated legal, operational, and strategic support throughout expansion
✓ Risk reduction and resource optimization for accelerated market entry
Value Delivered
Getting Started
Ready to experience comprehensive family office support that simplifies your life while enhancing your family's opportunities? Our confidential family services assessment begins with understanding your unique family situation and service requirements.
Contact our wealth management team:
Phone & Whatsapp: +971565056283
Email: [email protected]
Book a confidential family consultation
Business Services
Align family business interests with family governance and next-generation development objectives.
Related Services
Wealth Management
Coordinate family expenses and lifestyle planning with overall investment and financial strategies.
Asset Protection
Structure family assets and residences to optimize tax efficiency and legal protection across jurisdictions.
Corporate Services
Establish and manage entities that support family lifestyle needs and international residence requirements.