A commercial forecast does not establish residence or a guaranteed financial outcome.
Separate the household milestones
Review actual immigration status, family eligibility and resources. Child-age and CSPA questions do not follow automatically from the investment’s expected exit.
The principal investor’s petition and conditional residence process have defined derivative rules; relatives outside those categories need an independent immigration basis. Derivatives receive conditional permanent residence alongside the investor, which means work authorization without any dependant restriction and a path to removing conditions with the family. Write down what the household needs to know that a promoter will not volunteer: which family members are covered, what happens to the derivatives if the principal's petition is denied, and what documents each person will eventually have to produce. Residence can be derived by an eligible spouse and unmarried children under 21, subject to individual admissibility; permission to work in the meantime is not derived from the investor's petition and has to rest on that person's own status. The common mistake is tying school or housing commitments to a rough petition forecast while ignoring visa availability, admissibility, and separate travel sequencing. Record each family member's country of birth as well, since chargeability generally follows birthplace rather than residence or passport, and relatives do not necessarily share the same one.