The EB-5 denial pattern hiding in plain sight.
Eight in ten denials trace to the same structural error in the source-of-funds narrative. Why the investment step matters far less than the paper trail that supports it.
Our AI intake concierge. Seventeen questions. Six minutes. Evelyn captures your pathway, background, timeline, source of funds, red flags, and the one concern keeping you up at night — then briefs Ann and books your call.
Your conversation is encrypted and protected by attorney-client privilege.
Evelyn handles intake and preparation. A partner takes your call. Engagement terms follow only if we're the right fit.
Seventeen questions, in one warm conversation. Evelyn captures your visa pathway, citizenship, status, professional background, timeline, source of funds, derivatives, red flags, and your single biggest concern — the same picture a senior associate would build in an hour.
Conflict checks run against fourteen years of matter history. Your matter is routed to the correct practice stream. A two-page brief — with your pathway, qualification posture, red-flag flags, and open concerns — is delivered directly to Ann.
Ann reads your brief before she dials in. She arrives knowing your visa posture, your timeline, the specific question keeping you up at night, and the risks worth addressing. You spend thirty minutes on substance, not logistics.
After the call, if Sterling & Reed is the right firm for your matter, Ann personally drafts the engagement letter — strategy, scope, and flat-fee structure. No obligation attaches until you countersign.
Ann is a U.S.-licensed attorney. Sterling & Reed accepts only a select few cases each month — all immigration, each led personally by Ann.
I had been represented by three Am Law 20 firms before finding Sterling & Reed. The intake alone told me I was somewhere different.
Ann's blog on immigration policy, petition strategy, and the people behind the matters.
Eight in ten denials trace to the same structural error in the source-of-funds narrative. Why the investment step matters far less than the paper trail that supports it.
The eight criteria have not changed. The weight given to each one has. A post-2024 reading of approval trends, with three of our own matters as evidence.
The priority-date backlog for F2B and F3 has moved — meaningfully for some countries, barely for others. A practitioner's read on who should file now, who should wait, and why.
Ann is a regular guest on legal, capital markets, and immigration podcasts. A selection of recent appearances below.
The Sovereign Capital Podcast · Hosted by Julian Marchetti
Ann joins Julian to walk through what happens when a boutique firm rebuilds intake, conflict checks, and client briefing around an AI concierge — and what that has meant for close rates, margins, and the partner experience.
The fastest path is Evelyn, above. For press, recruiting, or confidential introductions, the details below.