Pricing | OCTOPUS PRIME

Octopus Prime

Business & Family

Coordination Office

Memberships

Family Office Membership

Every client situation involves a different combination of personal, family, business, property and cross-border matters. Our annual Family Office memberships provide one central point of coordination across all eight Octopus Prime service areas.

One relationship. Eight service areas. Four levels of support.

Not ready for an annual membership?

Start with a Private Strategy Session

A confidential initial review of your personal, family, business or international situation. We identify the relevant service areas, immediate priorities, potential risks and the most appropriate membership level.

The session fee may be credited towards an annual Family Office membership if you proceed within 14 calendar days. The session does not include implementation or ongoing coordination.

Session fee

AED 2,500

Situation Review & Advisory

Foundation

AED 10,000

per year

For clients who need an initial review of their situation, basic professional consulting and introductions to the right providers — while remaining responsible for all implementation and ongoing management.

10 hours / year·Up to 1 hour per month

Initial situation review across all eight areas
Basic professional consulting
Access to all infrastructure (contacts provided)
Coordination of 1 company formation (UAE)
Coordination of 1 bank account (UAE)
Family Office profile & document vault
Provider introductions & contacts
UAE jurisdiction only

We assess, advise and connect. You implement and manage.

Strategy & Guidance

Essential

AED 25,000

per year

For clients who need a structured Family Office strategy, professional guidance and a clear roadmap while remaining primarily responsible for implementation.

24 hours / year·Up to 2 hours per month

All eight service areas at advisory level
Initial comprehensive situation review
Written annual roadmap
Family Office profile & document vault
Key deadline register
Provider recommendations
Annual strategy review

We analyse, structure and guide. You implement.

Signature

AED 45,000

per year

For clients who require not only strategy, but practical implementation support, document coordination and active management of external providers.

48 hours / year·Up to 4 hours per month

Everything in Essential
All eight service areas at implementation level
Coordination of active workstreams
Regular communication with external providers
Document preparation & organisation support
Monthly Family Office summary
Quarterly strategy reviews
Dedicated point of contact
Priority response level

We structure, coordinate and supervise implementation.

Full Ongoing Management

Private Office

AED 75,000

per year

For clients and families requiring one external office to proactively coordinate their personal, corporate, property and cross-border matters throughout the year.

96 hours / year·Up to 8 hours per month

Everything in Signature
All eight service areas at ongoing management level
Senior dedicated coordinator
Multiple active workstreams managed
Proactive deadline & renewal monitoring
Multi-provider legal, tax & compliance coordination
Monthly status meetings
Quarterly strategic reviews
Proactive annual structure review
Highest response priority

We act as your external Business & Family Coordination Office.

Exclusive Benefit for Property Buyers

Special Conditions for Property Buyers in the UAE & Spain

Clients who acquire property through Octopus Prime Real Estate receive preferential Family Office membership conditions. Property coordination and Family Office services are combined into one seamless structure — with no duplication of fees.

Foundation

Complimentary

Included at no additional cost for all property buyers acquiring through Octopus Prime Real Estate.

Essential

Complimentary

Included at no additional cost for all property buyers acquiring through Octopus Prime Real Estate.

Signature

–30%

Secondary Market

–50%

Off-Plan

Applied to the annual membership fee at the time of engagement.

Private Office

–30%

Secondary Market

–50%

Off-Plan

Applied to the annual membership fee at the time of engagement.

Discounted membership conditions are confirmed in the Engagement Letter and apply for the first 12-month membership term.

All eight Octopus Prime service areas are covered at the level of support included in the selected membership. Inclusion of a service area does not mean that every possible task within that area is unlimited.

Included Service	Foundation	Essential	Signature	Private Office
Membership Overview
Annual Membership Fee	AED 10,000	AED 25,000	AED 45,000	AED 75,000
Membership Period	12 months	12 months	12 months	12 months
Included Coordination Time	10 hours/year	24 hours/year	48 hours/year	96 hours/year
Monthly Usage Guideline	Up to 1 hour/month	Up to 2 hours/month	Up to 4 hours/month	Up to 8 hours/month
Support Level	Situation review & advisory	Strategy & guidance	Implementation & coordination	Full ongoing management
Family Office Document Vault
Family Office Profile
Primary Point of Contact	Included	Included	Included	Dedicated coordinator
Additional Time	Charged separately	Charged separately	Preferential hourly rate	Preferential hourly rate
01. Private Strategy & Situation Review
Initial personal, family and business review
Review of existing companies and structures
Written strategic roadmap	Basic summary
Identification of priorities and risks
Initial document checklist
Review of up to 1 jurisdiction
Review of up to 2 jurisdictions
Multi-jurisdiction review
Annual strategy review
Strategy updates		Annual	Quarterly	Ongoing
Additional family members included	1 principal client	1 principal client	Up to 2 adults	Family group
Business entities included in review	1 entity	1 entity	Up to 2 entities	Up to 4 entities
02. Relocation & Residency Coordination
Residency route assessment
Relocation roadmap
Personal document checklist
Guidance on UAE residency requirements
Visa and Emirates ID process coordination	Guidance only	Guidance only	Up to 2 applicants	Up to 4 applicants
Coordination with immigration providers
Family residency structure		Advisory	Coordinated	Fully managed
Employment and dependent-status planning		Advisory	Coordinated	Fully managed
Relocation evidence and document organisation	Checklist	Checklist	Coordination	Ongoing management
Public and professional relocation communication guidance		Basic guidance	Included	Detailed strategy
Post-arrival administrative support			Limited	Included
03. Property Buyer Office
Property requirement assessment
Buyer-side property strategy
Selected developer property search
Property comparison and shortlist
Coordination of property viewings
Developer communication
Offer and reservation coordination
Rental property guidance
Property documentation organisation
Buyer-side support for qualifying acquisitions
Standalone or complex acquisition mandate
04. Business Setup & Corporate Coordination
Business model and activity review
UAE jurisdiction and licence recommendation
Shareholder and employee structure guidance
Company formation roadmap
Company formation coordination	1 company	Guidance only	1 company	Up to 2 companies
Coordination with company formation provider	Introduction
Operational business structure		Basic roadmap	Detailed implementation	Ongoing management
Roles and responsibilities matrix		Template	Customised	Customised and maintained
Contracting and invoicing structure	Guidance	Guidance	Coordinated	Fully implemented
Business website structure		Recommendations	Included for 1 website	Up to 2 websites/brands
Website creation			Basic corporate website	Advanced coordinated setup
Website service content		Template guidance	Core content coordination	Full content coordination
Website legal-page implementation			Coordination	Coordination and updates
Internal company document templates		Basic template pack	Customised core templates	Extended template library
Client onboarding workflow		Recommendations	Basic workflow	Custom workflow
CRM or client intake structure			Basic setup coordination	Advanced coordination
Annual corporate structure review
Ongoing corporate changes			Limited	Included within allowance
05. Banking, Insurance & Financial Infrastructure
Banking requirements assessment
Source-of-funds document checklist
Corporate banking profile preparation	Basic	Basic	Detailed	Detailed and maintained
Corporate bank account coordination	1 account	1 account	Up to 2 accounts	Up to 3 accounts
Personal bank account coordination		1 account	Up to 2 accounts	Up to 3 accounts
Additional currencies or banking relationships			Limited	Included within scope
Bank compliance-response coordination	Guidance	Guidance	Included	Priority management
Payment gateway strategy	Guidance	Guidance	Included	Included
Stripe or payment-provider coordination			1 provider	Up to 2 providers
Insurance requirement assessment
Insurance provider coordination	Introduction	Introduction	Included	Ongoing
Financial infrastructure review	Annual	Annual	Twice yearly	Quarterly
06. Legal, Tax & Compliance Coordination
Initial legal and tax issue mapping
Identification of required external specialists
Basic UAE corporate tax coordination
VAT applicability coordination	Initial review	Initial review	Detailed coordination	Ongoing review
Cross-border issue identification		Basic	Included	Advanced
External legal provider introductions	Up to 1 provider	Up to 1 provider	Up to 2 providers	As required
Tax adviser coordination	Introduction	Introduction	Included	Ongoing
Accountant selection and onboarding	Recommendations	Recommendations	Included	Fully coordinated
Auditor selection and onboarding	Recommendations	Recommendations	Included if required	Fully coordinated
Compliance calendar	Basic	Basic	Detailed	Actively managed
Terms and Conditions coordination	Template guidance	Template guidance	1 customised set	Multiple brands/services
Privacy Policy coordination	Template guidance	Template guidance	1 customised set	Multiple brands/services
Refund and Cancellation Policy	Template guidance	Template guidance	Included	Included and maintained
Invoice and commercial document templates	Basic templates	Basic templates	Customised templates	Full document suite
Employment and contractor templates			Basic templates	Customised coordination
Review of provider advice		Summary discussion	Coordination	Multi-provider management
Ongoing compliance monitoring			Quarterly	Ongoing
07. Private Admin & Lifestyle Office
Personal Family Office profile
Secure document vault
Organisation of personal documents	Basic	Basic	Detailed	Ongoing
Organisation of corporate documents	Basic	Basic	Detailed	Ongoing
Provider and contact directory
Key deadline register	Basic	Basic	Active	Proactively managed
Appointment coordination			Limited	Included
Personal administrative requests	Guidance	Guidance	Within allowance	Priority support
Telecommunications and utilities coordination			Limited	Included
Insurance administration	Guidance	Guidance	Coordination	Ongoing
School, medical or lifestyle provider search			Limited	Included within scope
Document renewal reminders	Annual	Annual	Active reminders	Proactive management
Family Office activity history
Monthly Family Office summary
Priority request handling			Priority	Highest priority
08. Asset, Post-Purchase & Ongoing Coordination
Asset register within Family Office profile	Up to 1 asset	Up to 2 assets	Up to 5 assets	Up to 10 assets
Property-document storage
Off-plan developer communication	Guidance	Guidance	1 property	Up to 3 properties
Payment and milestone reminders	Basic	Basic	Active	Proactive
Handover preparation	Checklist	Checklist	Coordination	Full management
Snagging-provider coordination	Introduction	Introduction	Included	Included
Defect follow-up with developer			Limited	Fully coordinated
Utility connection coordination	Guidance	Guidance	Included	Included
Rental administration	Guidance	Guidance	1 property	Up to 3 properties
Maintenance-provider coordination			Limited	Ongoing
Service-charge and renewal reminders	Basic	Basic	Active	Proactive
Post-purchase support	Advisory	Advisory	Coordinated	Ongoing management
Other asset-provider coordination			Limited	Included within scope
Additional Family Office Features
Secure personal and corporate document vault
Family Office profile
Document categorisation	Standard	Standard	Advanced	Custom
Service and provider history
Active task register	Basic	Basic	Detailed	Actively managed
Deadline and renewal calendar	Key dates	Key dates	Full calendar	Proactive monitoring
Annual service summary
Quarterly review meeting
Monthly status meeting			Optional within hours
Dedicated coordinator				Senior coordinator
WhatsApp support	Standard	Standard	Priority	Priority
Response target during business hours	Within 2 business days	Within 2 business days	Within 1 business day	Priority same-day response
Coordination hours per year	10 hours	24 hours	48 hours	96 hours
Unused monthly guideline	Does not roll over monthly	Does not roll over monthly	Quarterly pooling	Annual pooling
Additional hours	Standard rate	Standard rate	Preferential rate	Preferential rate

Included Coordination Time

Included coordination time may be used for: consultations and strategy calls, preparation and review of non-regulated documents, client and provider communication, document review, administrative coordination, research related to the agreed scope, Family Office profile and vault administration, and follow-up actions.

Membership Term

Memberships are provided for a 12-month term. Flexible payment schedules may be agreed, but the total annual membership commitment remains applicable. The final commencement date, scope and payment schedule are confirmed in the Engagement Letter.

External Provider Disclaimer

Membership fees cover Octopus Prime strategic planning, administrative support, project management and professional coordination within the selected package and agreed scope. Unless expressly stated otherwise, membership fees do not include the fees, charges or expenses of external providers — including government charges, legal and tax adviser fees, bank charges, insurance premiums, property registration fees and any other third-party costs. All membership prices shown are standard annual starting prices. The final professional fee may vary depending on the number of family members, companies, jurisdictions and active workstreams. A final scope and professional fee will be confirmed before the membership begins.

Start Here

Start with a Private Review

Every Family Office relationship begins with an assessment of your personal, family and business situation. We identify the relevant service areas, clarify priorities and recommend the most appropriate membership level.