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Start Now: EB-5 Source of Funds Requirements

Start Now: EB-5 Source of Funds Requirements

For many EB-5 applicants, most delays aren’t investment-related; they happen because key documents are missing or incomplete. Gathering your financial records early can save you months of waiting and stress. In this article, we’ll detail what you need to know to prove your source of funds, avoid common mistakes, and prevent unnecessary USCIS delays. Whether you’re just exploring the EB-5 program...

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The Citizenship Game: Investment Visas’ Evolving Landscape

The Citizenship Game: Investment Visas’ Evolving Landscape

Investment visa programs continue to evolve as powerful tools for countries seeking capital and for high-net-worth individuals pursuing greater security, mobility, and opportunity. They are reshaping global migration patterns, with over 100 nations having enacted legislation and several introducing innovative visa models.  As regulatory scrutiny increases, successful programs will strike a...

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Direct Private Investing and Next Gens

Direct Private Investing and Next Gens

A family business’s ethos is ingrained in the next generation from a very young age. However, the patriarch’s unrelated investments often are foreign to them – rarely discussed or understood. Without careful records and a focus on education and transition planning relating to these noncore holdings, they can become unexpected liabilities. Consider the example of a Midwest investor who built an...

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INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.