Residence by Investment · North America
USA EB-5 Investor Visa
An investor immigration pathway for clients considering long-term access to the United States.
Executive overview
A strategic planning reference, not a one-size-fits-all recommendation.
US residence planning for families, investors, and clients with education or business interests.
This program may be relevant in a broader mobility strategy depending on the client profile, family priorities, timing, documentation readiness, tax considerations, and current program rules.
Who it may suit
Potential client fit.
Families planning US education or residence
Investors evaluating a long-term US pathway
Clients needing careful immigration and tax coordination
Key benefits
Strategic benefits to evaluate.
Potential US permanent residence pathway
Family inclusion potential
Alignment with education and business planning
Investment or eligibility considerations
Areas that require careful review before any decision.
Qualifying investment
Source-of-funds documentation
Program-specific legal and filing requirements
Process timeline
A measured advisory sequence.
01
Strategic Review
Clarify objectives, timing, family inclusion, business context, and jurisdictional fit.
02
Eligibility Mapping
Review threshold requirements, documentation needs, dependencies, and specialist input.
03
Coordination
Coordinate with qualified legal, tax, investment, and relocation partners where appropriate.
04
Next-Step Planning
Prepare a measured pathway for decision-making, submission readiness, and future planning.
Coordination note
Tax and legal coordination matters.
Program decisions can intersect with immigration law, tax residence, investment risk, family planning, business ownership, and compliance. Clients should seek qualified legal, tax, and investment advice before making decisions.
Planning questions
Common questions to consider.
Is EB-5 purely an investment decision?+
No. EB-5 should be evaluated through immigration, investment risk, timing, family planning, and US tax considerations.
Related programs
Other pathways to compare.
Residence by Investment
Portugal Golden Visa
Europe
A residence pathway commonly considered by investors seeking European access and long-term optionality.
Strategic use case
European residence planning with lifestyle, education, and future access considerations.
Key considerations
- Investment route selection
- Residence requirements
- Tax coordination
Residence by Investment
Greece Golden Visa
Europe
A European residence route often reviewed by clients considering real estate-linked planning and Schengen-area access.
Strategic use case
Residence optionality for clients evaluating European access, property exposure, and family mobility.
Key considerations
- Real estate thresholds
- Family inclusion
- Renewal obligations
Founder & Entrepreneur Routes
Canada Start-Up Visa
North America
A founder-oriented pathway for entrepreneurs building innovative businesses with designated organization support.
Strategic use case
Canada-focused founder relocation and business development planning.
Key considerations
- Designated organization support
- Business viability
- Processing and settlement planning
Information on this page is for general informational purposes only and does not constitute legal, tax, or investment advice. Program requirements may change without notice. Clients should seek professional advice before making any decision.
Begin with a private consultation.
Discuss whether USA EB-5 Investor Visa belongs in your wider mobility, family, or business planning strategy.