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EB-5 Participants and Regional Centers

Remove obstacles from your financial goals with our dedicated EB-5 expertise.

Expand your business opportunities with customized financial solutions

Put decades of EB-5 experience on your side with our team of multidisciplinary experts, ready to serve through a single point of contact.

EB-5 Banking Services

  • Experience banking billions of dollars in EB-5 escrow, NCE, and JCE accounts, working with Regional Centers across the country
  • Advisors with EB-5 investing expertise providing personal financial services, checking and savings account services, and assistance with mortgage financing for primary U.S. residences

Escrow Services for EB-5 Regional Centers

  • Well-versed in the procedures and protocols necessary to navigate the wide variety of applications, agreements, documents, and forms for EB-5 participation
  • Experienced in working with regional centers and developers across the U.S.
  • Robust reporting and confirmation for every EB-5 applicant’s investment.
  • Daily reporting on all EB-5 investments, from receipt of applicants’ investment through completion of the escrow, updated every business day.
  • Advanced platform capabilities available through the construction phase, including accounting and investor capital returns reports.
  • Permanent financing also available for qualifying projects upon return of original EB-5 investment funds

Alignment, stability, and a shared purpose

Work with a dedicated team that has an in-depth understanding of your financial goals. Our single point of contact culture prioritizes tailored responsiveness and personalized lending and banking solutions to meet your unique needs.

Outlook and Insights

Beyond the Collateral

Flagstar Private bank star

Irene Bowers
Head of Insurance

"Insurance isn't an administrative line item. Properly structured, it is a balance sheet defense engine."

Flexible Access to Liquidity

Flagstar Private bank star

Insights from the
Private Bank

"When managing complex, concentrated wealth, a securities-based line of credit can be a strategic tool that provides flexible access to liquidity without disrupting a long-term investment strategy or necessarily triggering a taxable event."

Higher rates.
Higher stakes.

Flagstar Private bank star

Brett Mitstifer, CFA
Flagstar Chief Investment Officer

"The decision is less about one or two additional quarter-point moves and more about the Fed's willingness to protect its credibility and send a message." 

Double jeopardy

Flagstar Private bank star

Brett Mitstifer, CFA
Flagstar Chief Investment Officer

"Double jeopardy is a legal protection that prevents the government from prosecuting or punishing a person more than once for the same offense. The concept is rooted in fairness: once the state has had its opportunity to make its case, it should not be able to use its superior power to keep pressing until it achieves the desired result."

The New York Pied-à-Terre Tax

Flagstar Private bank star

Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust

"Designed to help close New York City’s budget deficit, the tax targets second homes and other non-primary residences by adding a surcharge onto existing property taxes on applicable high-value properties. Because the pied-à-terre tax is widely expected to face litigation, affected clients should monitor developments closely."

The Silver Lining of Market Volatility

Flagstar Private bank star

Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust

"For savvy investors, volatility is a silver lining—a moment to strengthen long-term plans, enhance tax efficiency, and accelerate the transfer of wealth across generations."

Let’s explore the possibilities

Connect with us to learn more about what you can expect from Flagstar Private Bank and the benefits of having a single point of contact focused on you, your family, and your business. We look forward to speaking with you.

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