EB-5 Application Planning

Applying for a US Green Card through the EB-5 visa program is one of the most significant financial and immigration decisions you and your family can make. The EB-5 process requires careful planning around family structuring, taxes, finances, and long-term residency goals.

Designed to Simplify  Your Immigration Journey

What Is EB-5?

Our EB-5 immigration planning services are designed to help families navigate every step of their US immigration journey with clarity and confidence. From structuring the right application strategy to maintaining your Permanent Green Card status, we enable a smooth and compliant EB-5 process tailored to your goals.

Below is a practical guide to the key issues you should consider when evaluating EB-5 — and how we at LCR Capital Partners support you with planning and execution every step of the way.

Who Is This For?

Families seeking US residency through investment.

Professionals already in the US on F-1, H-1B, L-1, or similar visas who want to secure permanent residency.

Parents seeking US Permanent Residency for their children before they reach the dependent age cutoff.

Investors concerned about tax exposure, source of funds documentation, or remittance planning.

Structuring Your EB-5 Application

Family Inclusions

If your children are under age 21, they can be dependents on your EB-5 application. If they are older, they need their own application to secure US Permanent Residency for themselves and their future spouses and children.

Tax Strategy

Proper pre-immigration financial planning can mitigate US taxation. The US taxes some global income but does not tax individual or family net worth. For that reason, many families avoid making the highest-earning family member the principal applicant. Trusts, estates, or foundations are often considered part of pre-immigration tax planning — and an important element of your overall EB-5 process.

Adding or Removing Family Members

Options exist for a spouse joining later (“follow-to-join”) or for modifying EB-5 applications due to marriage or other life events — giving EB-5 investors flexibility throughout their immigration journey.

Green Card Benefits You & Your Family Care About

Education

Your children can access in-state tuition rates, scholarships, and improved admissions prospects at US universities — among the most valued advantages of a US Green Card for families.

Career Mobility

A Green Card removes dependency on employer sponsorship for work visas (i.e., H–1B).

Path to Citizenship

You can apply for US citizenship after
5 years of holding a Green Card.

Timeline Planning

LCR’s proprietary Immigration Timeline Calculator™ maps out when each family member becomes eligible for key benefits of US Permanent Residency, making EB-5 process planning clearer and easier.

Source of Funds Documentation

Why It Matters

USCIS requires you to prove that your EB-5 source of funds are lawful and well-documented — a critical requirement in the EB-5 application process.

LCR’s Source of Funds Checklist Preparation

Our dedicated team helps EB-5 investors organize documents efficiently, identify the simplest fund flow, and prepare source of funds evidence before immigration attorneys finalize petitions.

Proven Success

Our clients have received their USCIS EB-5 approvals because their funds were well documented and the LCR project documentation was clear. Today, we serve over 1,200 EB-5 investors from 50+ countries on their path to US Permanent Residency.

Financial & Remittance Planning

Real-World Challenge

Moving $800,000 abroad is rarely simple—exchange controls, bank compliance, and transfer limits create delays.

LCR’s Role

We help you design a smooth, compliant remittance path, whether through installment-based funding or guiding you on documentation required by remitting and receiving banks.

EB-5 Process

Adjustment of Status (AOS)

For EB-5 investors already in the US on other visas (F-1, H-1B, L-1, O-1, J-1, etc.), the Reform and Integrity Act of 2022 allows the concurrent filing of EB-5 and AOS. This enables you to receive work permits and international travel permits while you wait for your EB-5 application approval — a key advantage of the immigration process for those already stateside.

Consular Processing

If you live outside the US, you'll complete your EB-5 immigration process at your local US embassy.

Our Support

LCR helps you decide between AOS and Consular Processing based on your family's travel needs and US Permanent Residency goals — guiding you through every stage of the EB-5 process with expert immigration services.

Maintaining Your Green Card

Residency Obligations

Having a Permanent Green Card means you must demonstrate your intent to make the US your home. We guide EB-5 investors on travel, documentation, and maintaining US Permanent Residency without stress — even if you have business or personal commitments abroad.

Relocation Support

You’ll need help with banking, insurance, credit cards, and building a US credit history — all part of the practical advantages of a US Green Card. LCR advisors guide you through these steps for a smoother transition.

Why Families Choose LCR Capital Partners

1

High-Quality Projects with Institutional-Level Due Diligence

We partner exclusively with seasoned developers and reputable institutional lenders who have demonstrated success with returning EB-5 capital.

2

Successful Track Record of Personalized Client Service

We have a dedicated Client Services team that treats every EB-5 investor’s engagement as the beginning of a long-term relationship, often spanning generations, and we tailor our immigration services to each family’s US residency goals.

3

Robust Investor Protections with Strong Risk Mitigation

Our EB-5 compliant investment structures are designed to protect your capital and prioritize its safe return, including clearly defined terms for capital deployment, usage, exit, and repayment — giving EB-5 investors peace of mind through strict covenants and appropriate guarantees.

4

Experienced Local and Senior Leadership Teams

Our leadership includes executives with backgrounds from Harvard Business School, McKinsey & Company, and other globally respected institutions. With on-the-ground teams in key markets, we deliver localized guidance from day one.

5

Regional Center and Fund Manager with a Fiduciary Mindset

As a USCIS-authorized regional center and fund manager, LCR operates with responsibility, discipline, and a “client-first” mindset. Our role is to protect your interests and ensure compliance with immigration and securities laws.

Bottom Line

The EB-5 visa is not just an investment—it’s your family’s immigration, education, and financial strategy. With $800,000 at stake, decisions around family inclusion, taxation, source of funds, and process management must be carefully optimized.

If you are considering EB-5, LCR’s team can provide a complimentary family planning consultation to map your options. Reach out to our advisors to begin the conversation.

Successful Client Experience

Protecting Legacies…One Family at a Time

“

Every time we had an anxiety, we could pick up the phone and reach out to somebody from LCR. The team was always there to answer queries and calm the nerves down. That has always been a positive experience.