Comprehensive Support for Investors and Their Families

Education planning: A world-class future for your children

The USA is home to the world’s most prestigious educational institutions, with 36 of the top 100 universities globally, including Ivy League schools and leading research centers. For many families, securing an EB-5 visa is primarily about providing their children with access to these unparalleled educational opportunities.

Henley & Partners offers a bespoke education advisory service tailored to your child’s academic and personal growth. The Henley & Partners Education team, comprising former school heads, principals, and admissions directors, guides families through the entire educational journey, from early schooling to Ivy League university admissions counselling.

Key educational pathways:

• Summer programs: Early exposure to elite US institutions through immersive programs at universities such as Columbia and Johns Hopkins helps students prepare for future studies
• Ivy League preparation: Comprehensive admissions counselling to assist students in securing placements in the world’s most competitive universities
• Special needs programs: Expert guidance on enrolling children in specialized institutions that offer tailored learning environments for students with diverse educational requirements

With our extensive network and insider knowledge, Henley & Partners helps families make informed decisions and strategically optimize their children’s academic trajectory within the US system.

Tax planning: Preserving your wealth efficiently

US tax laws are complex, and for high-net-worth individuals considering the EB-5 Immigrant Investor Program, proactive tax planning is essential. The US tax system follows a unique worldwide taxation model, which means that once residence is attained, global income becomes subject to US tax regulations.

Strategic tax considerations:

• Pre-immigration tax planning: Proper planning before securing residence in the USA can help optimize tax exposure and align your global asset allocation with applicable exemptions and treaties
• Wealth preservation: Strategic asset allocation can minimize exposure to estate, gift, and inheritance taxes, which can reach up to 40% for US-based assets passed to beneficiaries
• Global tax compliance: Our collaboration with leading US tax advisors ensures that clients navigate complex tax obligations seamlessly while preserving their financial standing

By working with trusted tax advisors, Henley & Partners helps investors mitigate tax liabilities, optimize their financial planning, and ensure compliance with US tax regulations.

Legacy planning: Securing your family’s wealth across generations

For families considering residence in the USA, legacy planning is a critical component of wealth preservation. Without proper planning, transferring assets to US-resident heirs can result in significant tax burdens, particularly through estate and inheritance taxes.

Through our strategic network of leading firms in wealth planning and insurance solutions, we provide tailored advisory services that help clients structure their wealth effectively.

Benefits of legacy planning:

• Optimize estate tax exposure: Implementing strategies to protect wealth and reduce tax implications for future generations
• Trust and succession planning: Establishing trusts and other entities to ensure seamless intergenerational wealth transfer
• Asset protection strategies: Safeguarding worldwide assets against legal risks and in accordance with US tax laws and regulations

With a proactive approach to legacy planning, you can ensure that your wealth remains protected and efficiently transferred across generations, securing your family’s financial future.

Holistic approach to residence by investment in the USA

Henley & Partners expertise goes beyond the EB-5 program itself. We provide a comprehensive, client-centric approach that includes immigration advisory, investment structuring, tax efficiency, and education planning. By leveraging our global network of specialists, we ensure that every aspect of your US relocation journey is strategically planned for long-term success.