The article highlights how economic uncertainty, currency volatility, and the decline in high-net-worth wealth in Brazil are driving families to seek greater diversification through US dollar-based assets. It explores the importance of strategic international planning and how the EB-5 Immigrant Investor Visa can serve as a pathway for Brazilian families seeking US residency while protecting and diversifying their wealth for future generations.
Marcelo Gorenstein, Senior Director, Latin America at LCR Capital Partners, highlights how international wealth planning requires more than simply holding dollar-denominated assets, emphasizing the importance of a comprehensive strategy that considers residency, taxation, and legacy planning. He explains that the EB-5 Visa provides families with an opportunity to combine wealth diversification with a long-term US residency strategy. Gorenstein also highlights the September 30, 2026, grandfathering deadline, noting that families who file their I-526E petitions by this date may preserve eligibility under the current EB-5 rules, even if the program changes in the future.
