Private Strategy Sessions
One-on-one educational consultations designed to help prospective EB-5 investors organize their planning before engaging legal and financial professionals.
Private Client
Strategy Session
A structured educational briefing—not legal representation or investment advice.
- 60 Minute Session
- Private Video Meeting
- Written Follow-up Summary
- Educational Planning Guidance
- General Process Overview
- Question Preparation
- Document Planning
Book a consultation
Book Consultation
Online scheduling will appear here once a booking calendar is connected. Until then, request a session through our contact form.
Important Note
Strategy sessions are educational only. They do not create an attorney-client relationship and do not replace counsel from a licensed immigration attorney or a FINRA-registered financial advisor.
StudentEB5 does not solicit investments or recommend specific projects during these sessions.
Return to Private Client Services or contact us to request a session.