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.
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 Green Card, we enable a smooth and compliant 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 with children approaching the age cutoff for dependent status.
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 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.
Adding or Removing Family Members
Options exist for a spouse joining later (“follow-to-join”) or for modifying applications due to marriage or other life events.
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.
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
Source of Funds Documentation
Why It Matters
USCIS requires you to prove that your EB-5 investment funds come from lawful sources.
LCR’s Source of Funds Checklist Preparation
Our dedicated team helps you organize documents efficiently, identify the simplest fund flow, and prepare evidence before attorneys finalize petitions.
Proven Success
Our clients have received their approvals because their funds were well documented and the LCR project documentation was clear. Today, we serve over 1,200 clients from 50+ countries.
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 applicants 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 approval.
Consular Processing
If you live outside the US, you’ll complete processing at your local US embassy.
Our Support
LCR helps you decide between AOS and Consular Processing based on your family’s travel needs and residency goals.
Maintaining Your Green Card
Residency Obligations
Having a Green Card means you must demonstrate your intent to make the US your home. We guide you on travel, documentation, and maintaining 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. 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 engagement as the beginning of a long-term relationship, often spanning generations, and we tailor our support to each family’s goals.
3
Robust Investor Protections with Strong Risk Mitigation
Our investment structures are designed to protect your capital and prioritize its safe return, including clearly defined terms for capital deployment, usage, exit, and repayment, supported by 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.
