A decade that prepares the next generation to steward the family’s capital.
The programme spans the decade in which a child becomes an adult: university, a first career and, in time, responsibility for the family’s capital. U.S. permanent residence through EB-5 is the first step, because it decides where that decade can be lived.
A green card is the beginning of the plan.
Most families meet immigration, admissions, career and wealth as four separate industries, each with its own advisers, calendars and blind spots. The Next Generation Programme treats them as one sequence, because for the child they are one life.
Permanent residence decides where a young person may live, study and work. University decides what they learn and whom they meet. Professional formation decides what they can do with it. Family capital decides what they will one day be responsible for.
- I Residency Around 15 to 19 Fit assessment, source of funds, petition with independent U.S. counsel, conditional residence
- II University Around 17 to 22 Admissions strategy and applications, then study in America as a resident
- III Career Around 21 to the mid-twenties Swiss Finance Academy modules, mentoring, internships and the Swiss Finance Institute residency
- IV Capital Planned from the start, stewarded by the end Pre-immigration planning early; family-enterprise capability and a family wealth relationship as the next generation takes responsibility
One mandate. A decade of decisions.
The programme is designed to begin while the child is still in secondary school, when immigration timing, tax planning and university strategy can still be coordinated rather than repaired later. The exact sequence is tailored to the family, the child, country of birth, immigration availability and the academic calendar.
- Ages 15 to 17EstablishThe first step
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 beyondLeadThe destination
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. Internships, residencies and roles are considered on merit and subject to immigration status, availability and normal selection requirements.
Four clocks. Not one of them set by the family.
Starting in the mid-teen years preserves options on every one of them. Starting late removes choices one at a time, quietly, before anyone notices.
- The child's age
Eligibility as a derivative depends on age at points fixed by law, and those points do not move.
- Source of funds
Documenting a family business in one country and holdings in several takes months to assemble properly.
- The tax start date
U.S. tax residency begins on a date that can, with planning, be chosen rather than suffered.
- The admissions calendar
Universities publish their calendars years ahead, and the application year is decided long before it begins.
One senior relationship. One family roadmap. Specialist accountability.
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.
United States residency
EB-5 strategy and execution coordinated from confidential fit assessment through conditional residence and removal of conditions, with independent licensed U.S. immigration counsel.
U.S. Residency IIEducation and admissions
A U.S.-first academic plan: school and university strategy, testing, applications, essays, interviews, counsellor coordination and the transition into American university life.
Education IIICareer and capability
Swiss Finance Academy and Swiss Finance Institute develop finance, business, leadership and family-enterprise capability, with mentoring and merit-based opportunities across the group.
Career IV · The destinationFamily capital
Pre-immigration planning, SEC-registered wealth management through Swiss Finance Private Wealth Management, and separate private-capital opportunities through Britannica Capital for eligible families.
Family CapitalFour things every family can hold us to.
- 01
A written family roadmap
One plan covering immigration, tax, admissions and career, with responsibilities, critical dates and the decisions still to be made.
- 02
An annual review
A formal review of the roadmap with the family each year, so the plan follows the child as circumstances, rules and ambitions change.
- 03
A set reporting cadence
Written progress reports on a schedule agreed at the outset, and prompt notice whenever something needs the family’s attention.
- 04
A private document room
One controlled, confidential place for the family’s documents, so nothing is chased twice and every adviser works from the same record.
The first conversation is confidential, and without obligation.
Tell us about your family and your child's stage. We will give you an honest first view of fit and timing.
Important information. Kingsley Private Office is not a law firm and does not provide immigration legal advice. Immigration legal services are provided by independent, licensed attorneys. Petitions are adjudicated by USCIS and the U.S. Department of State; approval is not guaranteed. EB-5 investments involve risk, including the possible loss of capital. Education advisory services do not guarantee admission to any school or university. No internship, residency, employment or citizenship outcome is promised. Investment advice and investment products are provided only through the relevant regulated or affiliated entity and under separate documentation. Program terms shown are current as of September 2026 and are subject to change.