EB-5: Your Guide to Your Financial Future

Navis Wealth is a premier full-service family office dedicated to providing unparalleled tax planning, estate planning, and wealth management services. With a keen focus on the unique needs of the EB-5 community, we offer a bespoke model tailored to the sophisticated demands of our international clientele. Our commitment to excellence ensures that each client receives personalized strategies designed to enhance and preserve their wealth across generations. At Navis Wealth, we don’t just manage assets; we build lasting legacies.


“We are a unique firm because we don’t simply dabble in cross-border wealth planning. We have over a decade of experience in advising global clients with respect to certain tax treaties, proper ownership of property and who they need to engage for global legal services”Managing Partner, Paul Fegan

Navis has created a niche within the EB-5 community by being able to work with international clients before and after they get a Green Card

  • Navis focuses on Estate Planning / Legacy planning

We will work with you to help establish a plan to pass your assets on to the next generation in the most efficient manner with an eye towards your local country and home country estate tax / inheritance tax laws and treaties.

  • International and Domestic Tax Planning

Once your I-526E immigration application has been approved, you will receive temporary permanent residency in the U.S. With conditional permanent residency, although you may not reside in the United States, you will be considered as a U.S. tax resident and will be subject to the same tax requirements as a U.S. citizen.

A thorough review and recommendations related to any cross-boarder retirement plans and compensation.  If you own foreign investments, they may be deemed a Passive Foreign Investment Company (P.F.I.C.) by the IRS and subject to significantly higher US income taxes.

  • Trust and Estate Planning

Often different countries have different inheritance/estate tax rules.  Having international experts help ensure you do not later have unintended tax consequences in the US and coordinating with your home country financial and tax advisors

At Navis we believe the benefits of keeping all of your financial choices under 1 roof – your family office –  provides a personalized, holistic and bespoke approach to managing wealth, maximizing opportunity and achieving long-term financial goals

Wealth Planning with International Expertise – What should someone with an EB-5 Visa or a recent green card know?

At Navis we believe the benefits of keeping all of your financial choices under 1 roof – your family office –  provides a personalized, holistic and bespoke approach to managing wealth, maximizing opportunity and achieving long-term financial goalsWealth Planning with International Expertise – What should someone with an EB-5 Visa or a recent green card know?

Did you know?

As a green card holder, you will be subject to US income and capital gains taxes on world-wide income? 
Navis specializes in working with clients with effective tax planning in the US and coordinating with your home country financial and tax advisors

Your EB-5 investment is subject to Capital Gains tax?
Navis works with clients to find tax efficient solutions minimizing your tax on capital gains

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