Ovata Group is a corporate advisory firm specialising in cross-border transactions. We advise families, family offices, fund managers, corporates and government organisations on structuring and executing complex mandates across jurisdictions — from deal and transaction structuring through capital raising, fund establishment, market entry and cross-border regulatory advisory. Whatever the mandate, our team of specialists works as one to optimise outcomes.
One firm. Every jurisdiction the mandate reaches. One point of accountability.
Ovata Group
Ovata's practice is organised around five pillars of cross-border corporate advisory work. Each mandate is led by a senior principal and drawn from the specialists in the group and our network of channel partners.
Acquisitions, disposals, joint ventures and corporate reorganisations across jurisdictions. Deal architecture, tax-efficient holding structures, and execution coordination with local counsel in each relevant jurisdiction.
Learn more →Advisory on capital raising mandates — equity, debt and hybrid — including private credit facilities, family-office and institutional placements, and structured financings for cross-border deployment.
Learn more →Establishment of open- and closed-ended funds, feeder and master structures, and the licensing and regulatory work that accompanies them. We coordinate with regulated fund administrators, custodians and licensed counsel in each fund jurisdiction.
Learn more →Entering a new jurisdiction as an operating business — entity selection, holding-company structuring, substance build-out, corporate governance and the sequenced work of standing an operation up on the ground.
Learn more →Regulatory positioning and licensing strategy across financial services, funds, payments and cross-border capital rules. Engagement is coordinated with licensed local counsel; Ovata is not itself a law firm or licensed financial adviser.
Learn more →You will always know what is being done, who is acting for you, and under what authority.
We begin with a confidential discussion — in person or by conference call — to understand your objectives and undertake a situational analysis of the jurisdictions, entities and issues involved. There is no obligation at this stage; its purpose is clarity.
Ovata prepares a written brief setting out our understanding of your position, the matters identified and the proposed workstreams, for your confirmation. We then convene a follow-up meeting, bringing in the relevant Ovata specialists and, where the brief requires, licensed partners from our professional network.
Within five business days of the follow-up meeting, the scope of work is settled and engagement documents are issued for your review and discussion. Depending on the mandate, you may engage Ovata, the relevant experts or practitioners directly, or both — so that regulated advice is always provided by, and contracted directly with, the professional licensed to give it.
Delivery against the agreed scope. Ovata coordinates workstreams, advisers and milestones as your single point of contact through to completion.
Ovata Group does not provide immigration advice or immigration assistance within the meaning of the Migration Act 1958 (Cth), the Immigration Advisers Licensing Act 2007 (NZ) or equivalent legislation in any other jurisdiction. Where a mandate includes a residency or visa element, that element is scoped with, and contracted directly to, the licensed practitioner responsible for it.
Ovata coordinates residency and relocation for principals and their families as part of, or independently from, a corporate mandate. Immigration advice and visa applications are prepared and lodged by licensed migration lawyers and registered advisers in our professional network in each jurisdiction.
Residency & Relocation →We publish sparingly — only when we have something defensible to say.
A measured look at the jurisdictions absorbing the bulk of private-capital migration in early 2026 — and what's driving the rotation away from the older European Golden Visa programmes.
Read the note →The Swiss forfait fiscal remains one of Europe's most institutionalised tax-driven residence routes. We set out who it suits, who it doesn't, and what cantonal variation actually means in practice.
Read the note →Malaysia My Second Home has been rebuilt repeatedly over the last three years. We summarise the current state of the programme and the parallel Premium Visa route (PVIP).
Read the note →The discovery consultation is complimentary and without obligation. If we are not the right firm for the matter, we will say so — and where possible, point you towards someone who is.