Preparing the next generation to carry the family forward.
Education, career and the stewardship of family capital, planned as one long-term mandate for families establishing their children in America. United States residency is the means; the next generation is the purpose.
Families rarely experience residency, university, career and capital as separate decisions. Kingsley brings them into one long-term plan, deliberately focused on the United States, for families in the Gulf who want to establish their children in America with the same care they bring to the rest of their affairs.
The commercial entry point is EB-5 and U.S. permanent residence. The relationship extends through university admissions, professional formation and, in time, the stewardship of family wealth. Throughout, Kingsley remains the family's senior point of contact: one relationship, one roadmap, and specialist accountability for every discipline.
A named relationship lead who holds the whole mandate, from the first assessment through permanent residence and beyond.
One family roadmap
Immigration, tax, admissions and career calendars kept in one written plan with responsibilities and critical dates.
Specialist accountability
Independent U.S. immigration counsel, tax advisers, educators and regulated wealth managers, each responsible for their own discipline, coordinated by Kingsley.
Why Kingsley
Institutions a family can check, rather than claims to be taken on trust.
Each institution below stands on its own record: dates of establishment, federal registrations and a regulator’s public database, checkable in advance.
Swiss Finance Institute
Established 2000. A structured residency in high finance: two months to a full year inside a working office, on live mandates.
Swiss Finance Private Wealth Management
An SEC-registered investment adviser for families and the businesses behind them: discretionary portfolios, family-office reporting and cross-border planning. CRD 342936.
Britannica Capital
Private investment management, led by Kingsley’s founder as chief investment officer and run on a long horizon for eligible investors. Founded 2005.
Swiss Finance Academy
Courses in investing, dealmaking and family enterprise for students, early-career professionals and family successors, taken alongside school or a degree.
A green card changes where a child can live. The right preparation changes what they can do with it.
The Kingsley Next Generation Programme
One mandate. A decade of decisions.
The programme is designed to begin while the child is still in school, when immigration timing, tax planning and university strategy can still be coordinated rather than repaired later. Residency is the gateway. What follows is the mandate.
Ages 15 to 17Establish
Build the family roadmap
EB-5 eligibility and family strategy
Source-of-funds map and document plan
Project review and diligence coordination
Pre-immigration tax coordination
Academic profile and U.S. university roadmap
Ages 17 to 19Enter
Secure the path into America
Immigration petition with U.S. counsel
Admissions strategy and applications
Consular or adjustment process
University and relocation planning
Family documentation and case reporting
Ages 18 to 23Build
Turn access into capability
University support and mentoring
Swiss Finance Academy modules
Internships and professional exposure
Leadership, finance and family enterprise
Permanent-residence milestones
Ages 22 and beyondLead
Build the adult platform
Career strategy and selective group opportunities
Swiss Finance Institute residency
Family-business and investment capability
Family wealth relationship
Citizenship planning where desired
Ages are illustrative. Immigration and admissions timing varies by family and is never guaranteed. Read the full programme.
Family capital and affiliated institutions
Plan the capital before the move.
A green card generally brings the holder into the U.S. tax system on worldwide income. For families coming from the Gulf and other low-tax jurisdictions, wealth planning must begin before immigration milestones are reached. Eligible families may work separately with the institutions below, under their own documentation.
Wealth management
Swiss Finance Private Wealth Management
An independent investment adviser registered with the U.S. Securities and Exchange Commission, serving individuals and families: discretionary portfolio management, family-office coordination and reporting, and cross-border planning with relationship tax and legal advisers.
Private capital
Britannica Capital
Private investment management. Strategies are offered separately and privately to eligible investors, under separate suitability, subscription and offering documentation.
Swiss Finance Private Wealth Management LLC (CRD 342936) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a particular level of skill or training and does not constitute SEC endorsement. Britannica Capital is a private investment management firm and is not a registered investment adviser; its strategies are offered privately to eligible investors through definitive offering documents. Nothing on this website is an offer or solicitation to buy or sell any security.
The university plan begins before the application.
For many families, U.S. residency is ultimately about the child. Kingsley plans the immigration and admissions calendars together: academic positioning, university strategy, application execution and the transition into American university life, coordinated with the student's school and specialist advisers where useful.
The objective is not simply admission somewhere. It is the strongest realistic university pathway for the student, connected to long-term professional and family objectives. Admission is never guaranteed.
Swiss Finance Academy and Swiss Finance Institute extend the mandate beyond university entry: finance and investing, entrepreneurship, family enterprise, investment banking and M&A, markets, AI and quantitative methods, and the professional habits required to operate at a high level.
Mentoring, selected internships and residencies follow for suitable candidates. Selected participants may be considered for internships, residencies or roles subject to merit, immigration status, availability and normal selection requirements. Employment is never promised.
United States residency · EB-5
Permanent residence, handled as a private-client mandate.
Kingsley coordinates the complete EB-5 workstream, from the initial family assessment through appropriately licensed independent immigration counsel and the specialist advisers a family's circumstances require. The objective is not simply to file a petition, but to manage every decision around it and to remain accountable for the process.
Kingsley does not replace the licensed professionals responsible for legal, tax or investment work. It coordinates them, controls the timeline and documentation, and remains the family's senior point of contact as the mandate moves from immigration into education, career and wealth.
One family relationship. Specialist institutions behind it.
Kingsley Private Office is a newly formed coordinating private-office brand. The institutions and practitioners behind it bring decades of experience in finance, education and private wealth. The work itself is performed by the institution or licensed professional responsible for that discipline.
Kingsley Private Office
Family strategy, relationship management, programme coordination and documentation.
U.S. immigration counsel
Independent licensed attorneys responsible for immigration legal advice and filings.
Swiss Finance Academy and Institute
Education, career development, family-enterprise preparation, mentoring and residencies. Swiss Finance Institute was established in 2000.
Swiss Finance Private Wealth Management
SEC-registered investment advisory services and family wealth management.
Britannica Capital
Private investment management for eligible investors.
Relationship tax and legal advisers
Pre-immigration, estate, tax and cross-border advice as the family's circumstances require.
