Frequently Asked Questions About Octagon Family Office Services
Get answers to common questions about our Family Office as a Service (FOAS) model, wealth management expertise, and comprehensive family office solutions in Dubai and globally.
Investment & Wealth Management
What unconventional investment products do you recommend for capital preservation?
Capital preservation is a key investment objective aimed at safeguarding your wealth from significant losses while achieving moderate growth. Octagon specializes in creating tailored portfolio solutions based on a strategic asset allocation approach. We carefully balance traditional and unconventional investment products to meet your specific needs.
In addition to conventional assets like bonds and dividend-paying stocks, we also offer access to unconventional products such as:
Many other alternative investments tailored to your risk profile
These alternatives can provide unique opportunities for income and growth while diversifying your portfolio to mitigate risk. Our goal is to ensure that your capital is protected and positioned for sustainable, long-term growth.
Capital preservation is a key investment objective aimed at safeguarding your wealth from significant losses while achieving moderate growth. Octagon specializes in creating tailored portfolio solutions based on a strategic asset allocation approach. We carefully balance traditional and unconventional investment products to meet your specific needs.
In addition to conventional assets like bonds and dividend-paying stocks, we also offer access to unconventional products such as:
- Infrastructure investments - Long-term, stable income-generating assets
- Private equity - Access to institutional-quality private market opportunities
- Real estate - Global property investments and development projects
- Art and precious metals - Alternative assets for portfolio diversification
Many other alternative investments tailored to your risk profile
These alternatives can provide unique opportunities for income and growth while diversifying your portfolio to mitigate risk. Our goal is to ensure that your capital is protected and positioned for sustainable, long-term growth.
Can you recommend reliable banks and brokers for Western market investments?
Book design is the art of incorporating the content, style, format, design, and sequence of the various components of a book into a coherent whole. In the words of Jan Tschichold, "methods and rules upon which it is impossible to improve, have been developed over centuries. To produce perfect books, these rules have to be brought back to life and applied."
Front matter, or preliminaries, is the first section of a book and is usually the smallest section in terms of the number of pages. Each page is counted, but no folio or page number is expressed or printed, on either display pages or blank pages.
Front matter, or preliminaries, is the first section of a book and is usually the smallest section in terms of the number of pages. Each page is counted, but no folio or page number is expressed or printed, on either display pages or blank pages.
Asset Protection & Structuring
Can you review my ownership structure to minimize
legal and tax risks?
Yes, absolutely. Reviewing and optimizing your structure to minimize legal and tax risks is our starting point with every new client. We begin with a comprehensive questionnaire to understand your current tax status, residence, family members, and various other factors.
This detailed analysis allows us to identify potential risks and opportunities. At the end of this process, we provide you with a thorough risk analysis along with our tailored recommendations.
Moreover, as a full-cycle company, we don't just make recommendations; our team will ensure that these strategies are effectively implemented and executed, providing you with peace of mind and optimal legal and tax positioning.
What ownership structures do you recommend besides trusts and holding companies?
Absolutely. As a family office, we continually seek innovative and secure solutions for ownership structures. One such solution is a Foundation.
A Foundation is a legal entity traditionally considered as something between a trust and a company. It operates similarly to a company but does not entail the founder's ownership rights over the Foundation's assets.
This organizational and legal form is actively used to consolidate various types of family assets into a unified holding structure. Assets transferred to the Foundation by the founder cease to be the founder's property, thereby protecting them from:
legal and tax risks?
Yes, absolutely. Reviewing and optimizing your structure to minimize legal and tax risks is our starting point with every new client. We begin with a comprehensive questionnaire to understand your current tax status, residence, family members, and various other factors.
This detailed analysis allows us to identify potential risks and opportunities. At the end of this process, we provide you with a thorough risk analysis along with our tailored recommendations.
Moreover, as a full-cycle company, we don't just make recommendations; our team will ensure that these strategies are effectively implemented and executed, providing you with peace of mind and optimal legal and tax positioning.
What ownership structures do you recommend besides trusts and holding companies?
Absolutely. As a family office, we continually seek innovative and secure solutions for ownership structures. One such solution is a Foundation.
A Foundation is a legal entity traditionally considered as something between a trust and a company. It operates similarly to a company but does not entail the founder's ownership rights over the Foundation's assets.
This organizational and legal form is actively used to consolidate various types of family assets into a unified holding structure. Assets transferred to the Foundation by the founder cease to be the founder's property, thereby protecting them from:
- Claims arising from disputes
- Creditor actions against the founder's property
- Family disputes
- Mandatory share allocation from inheritance during asset transfer to the next generation
Banking & Financial Services
We have money transfer issues. Can you review our banking structure and advise on KYC compliance?
Yes, we can assist with this. If you already have an existing bank solution, we can conduct a thorough review to identify potential risks and bottlenecks. Based on our assessment, we'll provide recommendations on how to optimize your banking structure and ensure compliance with KYC regulations.
For example, we recently assisted a foodstuff trading company in managing their cash flow between Europe, UAE, and China. By leveraging relationships with three banks in two countries, we facilitated efficient money transfers while navigating the regulatory requirements of each jurisdiction. This experience underscores our ability to tailor banking solutions to meet the specific needs of our clients and ensure smooth operations across multiple regions.
Yes, we can assist with this. If you already have an existing bank solution, we can conduct a thorough review to identify potential risks and bottlenecks. Based on our assessment, we'll provide recommendations on how to optimize your banking structure and ensure compliance with KYC regulations.
For example, we recently assisted a foodstuff trading company in managing their cash flow between Europe, UAE, and China. By leveraging relationships with three banks in two countries, we facilitated efficient money transfers while navigating the regulatory requirements of each jurisdiction. This experience underscores our ability to tailor banking solutions to meet the specific needs of our clients and ensure smooth operations across multiple regions.
Business Development & Corporate Services
Can you help arrange introductions to major industry players in the Middle East for partnerships?
Yes, we can. We have an extensive network in the MENA region and beyond. We can arrange meetings and facilitate introductions to key industry players and local authorities, helping you build and develop strategic partnerships.
Additionally, we are well-connected with regulatory experts in various markets and can connect you with them to ensure you understand the regulations of each market you are entering.
Our business is growing. Can you help establish proper corporate governance and board structures?
Yes, we can. Establishing proper corporate governance is crucial for a growing company. Without it, various issues can arise, such as:
We will work closely with you to tailor corporate governance structures that fit your company's unique needs and aspirations.
Can you help build a team to enter a new market or geographic region?
Yes, we can assist you in entering a new market or geographic region. Here's how we can help:
Infrastructure Development: We start by developing and researching the best solution to set up infrastructure, ensuring that we register the proper company in a suitable jurisdiction and establish a bankable structure.
Team Building: We have extensive experience in building teams tailored to specific needs. We can assist in hiring individuals of any qualification, from executive level to blue-collar workers. Our approach ensures that each team member not only possesses the necessary professional skills but also aligns with the company culture and values.
Executive Search: Our services include collaborating with reputable recruiters to identify and recruit top-tier talent for leadership positions, ensuring that your team is equipped with experienced and capable leaders to drive success in the new market.
Cultural Fit: We understand the importance of cultural fit in team dynamics. We conduct thorough assessments to ensure that each team member aligns with the company's culture and values, fostering a cohesive and productive working environment.
Experience and Expertise: With our experience in setting up branches and new companies and forming teams, you can trust us to navigate the complexities of market entry effectively.
Yes, we can. We have an extensive network in the MENA region and beyond. We can arrange meetings and facilitate introductions to key industry players and local authorities, helping you build and develop strategic partnerships.
Additionally, we are well-connected with regulatory experts in various markets and can connect you with them to ensure you understand the regulations of each market you are entering.
Our business is growing. Can you help establish proper corporate governance and board structures?
Yes, we can. Establishing proper corporate governance is crucial for a growing company. Without it, various issues can arise, such as:
- Lack of transparency
- Ineffective decision-making
- Conflicts of interest
- Compliance failures
- Difficulties in attracting investors or partners
We will work closely with you to tailor corporate governance structures that fit your company's unique needs and aspirations.
Can you help build a team to enter a new market or geographic region?
Yes, we can assist you in entering a new market or geographic region. Here's how we can help:
Infrastructure Development: We start by developing and researching the best solution to set up infrastructure, ensuring that we register the proper company in a suitable jurisdiction and establish a bankable structure.
Team Building: We have extensive experience in building teams tailored to specific needs. We can assist in hiring individuals of any qualification, from executive level to blue-collar workers. Our approach ensures that each team member not only possesses the necessary professional skills but also aligns with the company culture and values.
Executive Search: Our services include collaborating with reputable recruiters to identify and recruit top-tier talent for leadership positions, ensuring that your team is equipped with experienced and capable leaders to drive success in the new market.
Cultural Fit: We understand the importance of cultural fit in team dynamics. We conduct thorough assessments to ensure that each team member aligns with the company's culture and values, fostering a cohesive and productive working environment.
Experience and Expertise: With our experience in setting up branches and new companies and forming teams, you can trust us to navigate the complexities of market entry effectively.
Family & Educational Services
Can you review my ownership structure to minimize
legal and tax risks?
Yes, absolutely. Reviewing and optimizing your structure to minimize legal and tax risks is our starting point with every new client. We begin with a comprehensive questionnaire to understand your current tax status, residence, family members, and various other factors.
This detailed analysis allows us to identify potential risks and opportunities. At the end of this process, we provide you with a thorough risk analysis along with our tailored recommendations.
Moreover, as a full-cycle company, we don't just make recommendations; our team will ensure that these strategies are effectively implemented and executed, providing you with peace of mind and optimal legal and tax positioning.
What ownership structures do you recommend besides trusts and holding companies?
Absolutely. As a family office, we continually seek innovative and secure solutions for ownership structures. One such solution is a Foundation.
A Foundation is a legal entity traditionally considered as something between a trust and a company. It operates similarly to a company but does not entail the founder's ownership rights over the Foundation's assets.
This organizational and legal form is actively used to consolidate various types of family assets into a unified holding structure. Assets transferred to the Foundation by the founder cease to be the founder's property, thereby protecting them from:
How do you assist with succession planning and wealth transfer to future generations?
Yes, we offer comprehensive services for succession planning and wealth transfer. Our team will work closely with you to develop a customized plan that aligns with your long-term goals and values.
Whether you're considering intergenerational wealth transfer, establishing trusts, or implementing other estate planning strategies, we have the expertise to guide you through the process and ensure a smooth transition of assets to future generations.
legal and tax risks?
Yes, absolutely. Reviewing and optimizing your structure to minimize legal and tax risks is our starting point with every new client. We begin with a comprehensive questionnaire to understand your current tax status, residence, family members, and various other factors.
This detailed analysis allows us to identify potential risks and opportunities. At the end of this process, we provide you with a thorough risk analysis along with our tailored recommendations.
Moreover, as a full-cycle company, we don't just make recommendations; our team will ensure that these strategies are effectively implemented and executed, providing you with peace of mind and optimal legal and tax positioning.
What ownership structures do you recommend besides trusts and holding companies?
Absolutely. As a family office, we continually seek innovative and secure solutions for ownership structures. One such solution is a Foundation.
A Foundation is a legal entity traditionally considered as something between a trust and a company. It operates similarly to a company but does not entail the founder's ownership rights over the Foundation's assets.
This organizational and legal form is actively used to consolidate various types of family assets into a unified holding structure. Assets transferred to the Foundation by the founder cease to be the founder's property, thereby protecting them from:
- Claims arising from disputes
- Creditor actions against the founder's property
- Family disputes
- Mandatory share allocation from inheritance during asset transfer to the next generation
How do you assist with succession planning and wealth transfer to future generations?
Yes, we offer comprehensive services for succession planning and wealth transfer. Our team will work closely with you to develop a customized plan that aligns with your long-term goals and values.
Whether you're considering intergenerational wealth transfer, establishing trusts, or implementing other estate planning strategies, we have the expertise to guide you through the process and ensure a smooth transition of assets to future generations.
Privacy & Confidentiality
How do you ensure confidentiality and privacy
for your clients?
Confidentiality and privacy are paramount at Octagon. We adhere to strict protocols and industry best practices to safeguard your sensitive information. Our team is trained in handling confidential data, and we utilize secure communication channels and technologies to protect your privacy at all times.
Additionally, we can tailor our approach to meet any specific confidentiality requirements you may have.
for your clients?
Confidentiality and privacy are paramount at Octagon. We adhere to strict protocols and industry best practices to safeguard your sensitive information. Our team is trained in handling confidential data, and we utilize secure communication channels and technologies to protect your privacy at all times.
Additionally, we can tailor our approach to meet any specific confidentiality requirements you may have.
Getting Started with Octagon
What is your minimum client size for family office services?
We work with families and individuals across a range of asset levels, typically starting from $10 million in investable assets. Our Family Office as a Service model allows us to provide institutional-grade services to clients who might not have the scale to justify a single-family office.
How do you charge for your services?
Our fee structure is designed to align with your specific needs and the scope of services required. We offer flexible arrangements including retainer-based fees, asset-based fees, and project-specific pricing depending on the nature of the engagement.
How long does it take to get started with Octagon?
The onboarding process typically takes 2-4 weeks, depending on the complexity of your situation and the range of services required. We begin with a comprehensive assessment and can often start providing immediate support for urgent matters while completing the full onboarding process.
Do you work with clients outside the UAE?
Yes, we serve clients globally from our Dubai headquarters. Our international network spans Europe, Asia, Americas, and Africa, allowing us to provide seamless service regardless of where your assets, business interests, or family are located.
Contact Us for More Information
Have a question not covered here? Our team is ready to provide confidential consultation about your specific family office needs.
Phone & Whatsapp: +971565056283
Email: [email protected]
Email: [email protected]