Packages & Pricing | Carmel Private Client Advisory

Packages & Pricing

From visa and landing to status, education, career, tax, asset structure, and long-term family planning, Carmel provides different levels of family-side advisory according to each family's stage and complexity.

Basic

$19,800

For families who have decided to move toward the U.S. and mainly need visa coaching, basic settlement, school entry, and life setup.

Family goals interview and needs profile
180-day pre-arrival action plan
Visa narrative, DS-160 review guidance, and interview simulation
Refusal-risk review and second-application strategy
Housing, school, insurance, banking, phone, driver's license, vehicle, and healthcare guidance

Does not include long-term immigration planning, complex tax planning, or legacy planning.

Flagship

$49,800

For families treating the U.S. as a mid- to long-term family plan involving status, education, career, tax cost, and provider selection.

Includes all Basic items
F/J/H/L/B status pathway screening
EB-1, NIW, EB-5, E-2, L-1 direction comparison
Education path: school, major, district, advancement, and parent learning
Career path: student internships, job search, career planning, and parent career transition
Pre-immigration tax-residency risk and future tax-cost assessment
CPA, tax attorney, immigration attorney, education, and relocation provider coordination

The primary advisory package for many high-net-worth families.

Diamond

$99,800

For high-net-worth families whose assets, status, children's education, career planning, tax cost, asset structure, and legacy questions are already connected.

Includes all Flagship items
Investment immigration or advanced immigration provider comparison
Advanced education planning: summer programs, competitions, internships, and admissions positioning
Family asset review, tax-cost assessment, and asset-structure logic
Insurance, real estate, securities-account knowledge, holding structure, tax deferral, and tax-cost coordination
Wealth advisor, insurance advisor, trust attorney, and succession-provider screening
Multi-professional meeting coordination and milestone oversight

Professional execution is handled by corresponding licensed or specialized providers. Carmel remains the family-side advisor.

Custom

For family clients with more complex family members, cross-border assets, service providers, and planning cycles who need a long-term coordination mechanism.

Annual or project-based family U.S. decision office
Coordination across status, education, employment, residence, business, and assets
Multi-country asset and tax-risk coordination
Family-office provider screening
Annual family U.S. strategy report
Execution tracking, risk review, and strategy updates

Customized according to family complexity, service period, and execution scope.

Terms

Service Terms

The following terms apply to Basic, Flagship, Diamond, and Custom arrangements unless otherwise agreed for a custom engagement.

Payment

10% before U.S. arrival

Initial advisory and visa coaching begin after signing.

Payment

90% after U.S. arrival

The remaining advisory services begin after visa approval and arrival in the United States.

Family Size

Default 3 members

Pricing covers up to three family members. Each additional member adds 10%.

Term

Service Period

The service period runs from signing until one year after arrival in the United States. Annual renewal is charged at 50% of the first-year service price.

Visa

Visa Service

If you currently need only visa coaching and wish to decide on a package after the visa result, please contact WeChat: bayvena.

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