Cross-border residence, citizenship & capital advisory

Cross-border solutions for families and entrepreneurs of consequence.

Ovata Group advises internationally mobile families, entrepreneurs and institutional principals on residence, citizenship and the cross-border deployment of capital. We act as a single point of senior counsel across jurisdictions, working with a curated network of channel partners and trusted local counsel to match each principal to the programme — and the structure — that fits.

Standards
Investment Migration Council
Investment Migration Council The global standards body for residence & citizenship advisory, Geneva.

An institutional practice for the cross-border decisions that shape generations.

2,000+
Clients served
25+
Years of industry heritage
7
Anchor jurisdictions
Pathways

Residence and citizenship programmes we advise on.

A representative selection of the jurisdictions Ovata currently maintains active capability in. Every recommendation is matched to the principal's circumstances rather than to a programme league table.

View all programmes
What we do

Eight advisory pillars, one firm.

Ovata's work spans the full lifecycle of a cross-border move — from the first conversation through to settlement, structuring and ongoing stewardship — and extends into the sovereign and institutional work that sits behind the programmes themselves.

01

Residence Planning

Programme selection, eligibility assessment and structured application across more than a dozen residence jurisdictions worldwide.

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02

Citizenship Advisory

Naturalisation pathways, citizenship-by-investment, and citizenship-by-descent strategies — with measured analysis of trade-offs.

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03

Family Office Coordination

Confidential channel for private banks, multi-family offices and law firms — confidentially aligning residence outcomes with the wider family plan.

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04

Tax & Structuring

Cross-border tax orientation, holding-company structuring and substance build-out — working alongside qualified local tax counsel.

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05

Settlement & Referral Network

A curated network of accountants, financial advisors, credit advisors, law firms and private-bank relationship managers — warm introductions in each jurisdiction.

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06

Ongoing Client Support

Renewals, dependant additions, second-programme planning and lifecycle reporting — all from the same desk.

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07

Sovereign Programme Advisory

Government and migration-department advisory on the design, construction and distribution of investor-migration programmes — confidential by nature.

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08

Fund & Asset Manager Productisation

Cross-border product structuring for fund managers, asset managers and family-office allocators — engineering investments to qualify under the relevant programme frameworks.

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Our process

A clear path from first conversation to settled life abroad.

Every engagement begins the same way: a confidential conversation. From there, our seven-step process gives families and entrepreneurs a clear, defensible path through a typically opaque area of law.

  1. 01

    Initial consultation

    Confidential, complimentary, no obligation. We listen first.

  2. 02

    Eligibility & strategy

    A written assessment matching programmes to family circumstances, capital and timeline.

  3. 03

    Application preparation

    Named local counsel engaged. Documentation, source-of-wealth, banking introductions.

  4. 04

    Approval & arrival

    Government liaison through to approval, then the practical work of arrival.

  5. 05

    Settled life

    Curated introductions, renewals, second-programme planning. The relationship continues.

See the full seven-step process
How it works

How a conversation with Ovata begins.

Engagements are private. The path to the first call is deliberately short.

  1. 1

    Share your details

    A short form on this site — your name, jurisdiction of interest, contact details.

  2. 2

    Tailored questionnaire

    Within one business day, we send you a confidential questionnaire — eligibility, family composition, jurisdictions of interest, capital position, timing.

  3. 3

    Summary assessment

    A senior Ovata advisor reviews your questionnaire and prepares an initial assessment of the programmes that fit your circumstances.

  4. 4

    Direct line to your mobile

    Once your assessment is ready, we send a direct dial to your mobile — opened for a 30-minute window so you can connect with your advisor at your convenience.

We do not use AI agents on the phone. Every conversation is with a senior Ovata advisor.

Why Ovata

A leading provider of cross-border residence and citizenship planning.

Over 2,000 clients served. More than 25 years of cumulative industry experience across the specialist firms now consolidated within Ovata Group. Every mandate is led by a principal and supported by a team picked for that mandate. The result is advice you can act on, on a timeline you can defend, with a counterparty you can speak with directly.

I

Independence by design

We are not aligned to any developer, fund or government. Our recommendation is the one that fits your family and your capital — nothing else.

II

Cross-border by default

Tax, trust, immigration, regulatory and reputational dimensions are considered together, with named counsel in each relevant jurisdiction.

III

A curated settlement network

Beyond the visa, we maintain a curated referral network of accountants, financial advisors, credit advisors, law firms and private-bank relationship managers in each of our jurisdictions — warm introductions to the professionals who help your family build a settled life.

IV

One principal, one number

Every engagement has a single point of accountability. When you call, you reach the person who knows your file. No AI agents, no offshore service desk.

"Residence and citizenship are not products to be transacted. They are decisions that touch family, capital, succession and identity — and they deserve to be advised on as such."
— Ovata Group, founding principle
Insights

Selected writing from the Ovata desk.

We publish sparingly — only when we have something defensible to say.

Q1 2026 residence trends: where private capital is going.

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

Swiss lump-sum taxation, explained.

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

MM2H: programme updates and what they mean for applicants.

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
All insights
Speak with us

Every engagement begins with a confidential conversation.

The initial 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.