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Service 10 · E-2 business services

10Prepare and relocate

E-2 Family Relocation Coordination

Plan the business move and family transition together so immigration timing, schooling, housing and arrival responsibilities remain coordinated.

Disciplined preparation

A well-prepared investor case can still produce a stressful relocation when the family plan starts too late.

The spouse and children have their own documents, appointments, travel timing and practical needs. Planning should distinguish visa validity, admission, I-94, school enrollment, work-related questions and professional advice.

The service connects commercial decisions, evidence development and professional responsibilities without confusing strategic coordination with legal, tax, accounting or brokerage work.

Important: No service can guarantee E-2 eligibility, visa issuance, admission or business success. Legal and regulated professional work remains separate.

Service framework

Four connected areas of work

Each area must support the same investor, business, transaction and evidence story.

01

Dependent planning

Planning focus

Organize qualifying relationship, identity and application records for the spouse and unmarried children under 21.

02

Timing and travel

Planning focus

Coordinate interviews, visa issuance, business closing, school calendar and arrival without assuming approval.

03

Settlement priorities

Planning focus

Create a practical sequence for housing, schooling, insurance, transportation, banking and essential records.

04

Status awareness

Planning focus

Distinguish visa validity, admission and I-94 periods, and route individual work or study questions to counsel.

Professional scope

Clear deliverables. Clear professional boundaries.

We organize the work and identify what must be independently handled by counsel, CPAs, brokers, valuation specialists or other licensed professionals.

Included deliverables
  • Family relocation profile

  • Dependent document checklist

  • Pre-departure and arrival timeline

  • Schooling and settlement question list

  • I-94 and recordkeeping reminders

  • Professional referral priorities

Not included
  • School admission or housing guarantee

  • Employment authorization determination

  • Travel approval or visa guarantee

  • Legal, tax, insurance or financial advice

Service process

From initial facts to an organized next step

The sequence is adapted to the investor, enterprise and transaction stage.

STEP 1

Profile

Record family members, ages, schooling and priorities.

STEP 2

Sequence

Align case, business and family timing.

STEP 3

Prepare

Organize civil, application and travel records.

STEP 4

Settle

Create a first-30-days arrival checklist.

STEP 5

Maintain

Track I-94, passports, visas and future milestones.

Starting information

Information that makes the first review useful

Do not send confidential documents through the public inquiry form. A secure sharing method can be discussed after the initial contact.

  1. 01

    Passports and civil records

  2. 02

    Marriage and birth certificates

  3. 03

    Visa and appointment records

  4. 04

    School records and immunization documents

  5. 05

    Business and planned-address information

Focused service inquiry

Start with the facts you already have.

Tell us your current stage, business route, investment range and timing so we can identify the most useful next conversation.

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Confidential preliminary inquiry

Request a focused service review.

Tell us where you are in the E-2 planning process. Do not send passports, bank statements, tax returns or confidential transaction documents through this form.

Submitting this request does not create an attorney-client, brokerage, accounting or fiduciary relationship and does not guarantee E-2 eligibility or approval.

Frequently asked questions

Family Relocation FAQ

General information only. Every investor, business and filing route requires individualized professional review.

Who may accompany the E-2 investor?+

A spouse and unmarried children under 21 may generally seek derivative E status, subject to the complete case and current rules.

Can the spouse work?+

Current employment treatment and documentation should be reviewed for the individual’s admission and records.

Can children attend school?+

Dependent children may generally study, while school admission requirements and future age-out planning need separate attention.

Should we buy tickets before approval?+

Government guidance warns applicants not to make final travel plans until a visa is issued.