Prepare for your first conversation

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• Outline why your family is considering the U.S. and any education or relocation milestones.
• Note each family member’s age, country of birth and current country of residence.
• Prepare a high-level description of available capital and how it was acquired.
• List any U.S. immigration history or prior refusals for the confidential legal review we coordinate.
• Write down your concerns about timing, project risk, capital access and living in the U.S.
• Ask who provides legal, investment and tax advice, who is paid, and by whom.
• Ask for the proposed service scope, fees, responsibilities and next steps in writing.

Sources: U.S. Code · EB-5 statutory text (2024 edition) · USCIS · I-526E instructions · Investor.gov · private placement risks