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octo22 advisory

independent boutique advisory firm.

a partner on your side.

We are an independent boutique advisory firm with an owner’s mentality.

not a supplier, but a partner on your side. With a progressive and unconventional spirit, we support entrepreneurs and wealth holders in navigating strategic asset allocation, building trusted banking relationships and unlocking access to private markets.

We act as your personal Family Officer: discreet, agile and fully aligned with your goals.

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we bring the mindset of owners,
not suppliers.

We are an independent boutique wealth advisory firm built for those who think differently progressive entrepreneurs, seasoned wealth holders and families looking for a long term partner, not just another service provider.

With deep industry insight, strong technical competence and an emotionally invested approach, we sit on your side of the table.

We combine discretion with entrepreneurial agility and offer advice that is unconventional, respectful and always aligned with your goals.

whO we work with

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Entrepreneurs with successful exits

including founders from both startups and more mature businesses.

Our clients typically don’t come from the traditional private banking mold

and neither do we.

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Those interested in Private Markets

but without the access, network, or strategy to engage meaningfully.

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Individuals and families with up to €100m in investable assets

often seeking their first structured wealth solution.

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Clients stuck in legacy private market portfolios

in need of hands on review and reallocation.

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Clients new to investing

looking for a sparring partner to design their Strategic Asset Allocation (SAA).

what we do

We act as caretaker and architect of your financial world, working on your behalf, not selling products.

  • Help to build a resilient investment framework aligned with your goals.

  • Identify and propose direct or fund-based investments in private equity, private credit, or venture.

  • Support with selection, negotiation, and monitoring your banking partners.

  • Guide the structuring process of your wealth effectively in collaboration with your legal and tax advisors

  • Propose, evaluate, and oversee selected external asset managers.

  • Provide independent oversight and performance monitoring.

  • Always responsive, always on your side — and never tied to sales or products.