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.
Visitors are welcome by prior arrangement. The initial conversation is most often held by phone or video — in-person meetings follow as the engagement progresses.
Engagements are private. The path to the first call is deliberately short.
A short form on this site — your name, jurisdiction of interest, contact details.
Within one business day, we send you a confidential questionnaire — eligibility, family composition, jurisdictions of interest, capital position, timing.
A senior Ovata advisor reviews your questionnaire and prepares an initial assessment of the programmes that fit your circumstances.
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.
We respond to every enquiry within two working days, usually faster. If your matter is time-critical — a programme closure, a tax-year deadline, a regulatory window — please say so in the message and we will prioritise the response.