Identify the investor’s lawful entitlement and actual qualifying contribution rather than the estate’s headline value.
Separate shared assets and personal capital
Account for the real distribution and applicable obligations. A large estate valuation does not establish that all assets are available or invested by this applicant. As checked September 7, 2026, capital generally is US$1,050,000, or US$800,000 for a qualifying targeted employment area or infrastructure case. Statutory adjustments begin January 1, 2027; confirm the filing-date amount.
Identify every fee the regional center charges beyond the investment amount, including administrative, syndication or exit fees, and ask what happens to each fee, and to the investment itself, in a denial or project-failure scenario. Government filing fees, consular charges and professional fees are separate from capital and cannot be quoted as one universal total, although a lawyer or accountant can give you a written quote for defined work. Investment capital should be kept separate from project or administrative fees, government filing fees, legal and preparation costs, and later immigration-stage costs, and current fee schedules and agreements should be confirmed directly. Budget administration, due diligence, legal, filing, transfer, and currency costs separately from qualifying capital, without assuming every expense counts toward the required investment. Take government charges from the official USCIS fee schedule, Form G-1055, and the Department of State fee pages rather than a promoter's summary, since those amounts move independently of the capital requirement.