Investor Resource Library

Download professional planning resources, guides, worksheets, and educational tools created specifically for EB-5 investors.

Digital Resources

Placeholder catalog. Downloads are not yet available—each product shows Coming Soon until fulfillment is enabled.

EB-5 Due Diligence Checklist

A structured checklist of questions and document themes for evaluating projects and regional centers before engaging counsel.

Source of Funds Checklist

Educational worksheet covering common lawful-source pathways, gift documentation themes, and organization tips.

H-1B to EB-5 Planning Guide

Planning guide for professionals mapping concurrent filing concepts, timing pressure points, and advisor preparation.

F-1 Student EB-5 Workbook

Workbook for international students and families organizing status milestones, capital questions, and next-step planning.

Concurrent Filing Roadmap

Visual educational roadmap outlining how concurrent filing concepts typically sequence for eligible applicants.

Visa Timeline Planner

Printable planner for tracking petition milestones, category considerations, and family-related timeline notes.

Project Comparison Worksheet

Side-by-side worksheet for comparing offering terms, capital position, and diligence questions across opportunities.

Educational Use Only

Library materials are educational planning aids. They do not constitute legal or financial advice and do not replace guidance from a licensed immigration attorney or a FINRA-registered financial advisor.

Return to Private Client Services or contact us about upcoming resource availability.