Wilshire Financial Group · Business Concierge

Your American Dream. A Thoughtfully Planned Beginning.

Private Business Concierge for International Investors Exploring the EB-5 Path to U.S. Permanent Residency

Building a future in the United States begins with decisions that matter: the business you choose, the people you work with, and the guidance you receive.

Wilshire Financial Group helps international entrepreneurs and investors explore U.S. business opportunities through personal introductions, tailored business support, and a dedicated Beverly Hills concierge experience.

Beverly Hills connections. Nationwide business opportunities. Personal attention at every step of your engagement.

Request a Confidential Consultation

Call (323) 648-5232 and ask for Cesar E. Osorio.

Business concierge services are separate from immigration legal representation. Investment does not guarantee residency or citizenship.

Advisors reviewing an investment plan in a Beverly Hills executive office at sunset

The Right Relationships Can Help You Make Better-Informed Decisions.

Entering a new market brings unfamiliar choices. Who can help you evaluate a business? Where should you establish operations? Which banking relationships and professional resources will your company need?

Wilshire Financial Group provides a personal point of contact to help you navigate these business decisions.

Our concierge service is designed for international investors considering U.S. business ownership alongside their broader plans for permanent residency. We help coordinate the business side of your journey while immigration eligibility and legal strategy are addressed with qualified immigration counsel.

Your Beverly Hills Business Connection

Wilshire Financial Group has served entrepreneurs and investors from its Beverly Hills location since 2007.

We bring together corporate consulting experience, business relationships, and personal introductions to help clients establish their presence in the American marketplace.

Wilshire Financial Group is a member of the Beverly Hills Chamber of Commerce, with one company principal serving on the Chamber’s Board of Directors.

Based in Beverly Hills. Working with businesses across all 50 states.

A Business Plan Built Around Your Objectives

Every investor arrives with different experience, priorities, and expectations. Your engagement begins with understanding yours.

Depending on the agreed scope, our services may include:

01

Business Opportunity Sourcing and Acquisition Support

Explore potential businesses and acquisition opportunities aligned with your commercial objectives. Any proposed EB-5 investment requires separate evaluation by qualified immigration counsel and other appropriate professionals.

02

Company Formation and Corporate Coordination

Coordinate company formation, corporate organization, and business establishment services to support your U.S. operations.

03

Executive CFO Search and Placement

Identify financial leadership to help support your company’s operational and growth needs.

04

Banking Introductions

Receive personal introductions to local and institutional banking contacts. Each institution independently determines its account and service requirements.

05

Business and Investor Networking

Build relationships through introductions to business leaders, professional contacts, and investor networks relevant to your objectives.

06

Private Networking and Club Opportunities

Explore selected networking experiences and private club access where available, subject to third-party requirements.

07

Funding Placement for Qualified Businesses

Explore potential financing for eligible business needs through Wilshire’s funding connections. Any financing must be evaluated separately from the capital and source-of-funds requirements applicable to an EB-5 investment.

Personal Guidance. A Clearly Defined Engagement.

1

Begin With a Confidential Conversation

Tell us about your business background, intended investment, preferred location, and plans for establishing a U.S. presence.

2

Define Your Business Priorities

We discuss the commercial opportunities, introductions, and coordination services that may fit your objectives. Immigration questions should be evaluated with qualified immigration counsel.

3

Review Your Concierge Proposal

Receive a tailored scope of services, responsibilities, and fees before deciding whether to proceed.

4

Move Forward With Coordinated Support

Our team helps carry out the agreed business services and introductions, keeping your commercial objectives at the center of the engagement.

Concierge packages begin at $99,000.

Concierge fees are separate from required investment capital, government filing fees, legal fees, and other applicable costs.

An Introduction Is Only the Beginning. The Fit Matters.

A successful introduction should serve a clear purpose.

Our focus is on understanding your plans and connecting you with people and resources relevant to them—from business acquisition discussions to banking relationships and executive leadership.

You receive personal attention from a Beverly Hills team that understands the importance of discretion, preparation, and clear communication when entering the U.S. marketplace.

Because engagements are individually tailored, availability is limited. Contact us to discuss current capacity and whether our services fit your needs.

Discuss Your U.S. Business Plans
A Wilshire advisor shaking hands with an international investor in a Beverly Hills executive office at sunset

Know an International Investor Exploring a Future in the United States?

Introduce them to a personal conversation with Wilshire Financial Group.

We welcome inquiries from professional contacts and trusted referral partners whose associates are exploring U.S. business ownership and the EB-5 immigrant investor pathway.

Referral compensation up to $50,000 may be available for qualifying introductions, subject to applicable requirements and a written referral agreement. Eligibility, required disclosures, payment conditions, and compensation terms must be confirmed before participation.

Call (323) 648-5232 and ask for Cesar E. Osorio to discuss referral arrangements.

Frequently Asked Questions

Who is this concierge service for?

The service is designed for international entrepreneurs and investors seeking support with U.S. business establishment, acquisition opportunities, and professional introductions, including those exploring EB-5 with immigration counsel.

Is Wilshire’s concierge service the government’s EB-5 program?

No. Wilshire provides private business concierge and consulting services. The EB-5 Immigrant Investor Program is administered by U.S. Citizenship and Immigration Services.

Does an investment guarantee permanent residency or citizenship?

No. Immigration outcomes depend on the applicant, the investment, applicable requirements, and government decisions. Citizenship is a separate process with its own eligibility requirements.

Does buying an existing or seasoned corporation make me eligible for EB-5?

No. Purchasing or forming a company does not by itself establish EB-5 eligibility. The proposed investment and business arrangement require individual legal evaluation.

Must my business be located in Beverly Hills?

No. Our office and local connections are in Beverly Hills, but we work with businesses nationwide. Location decisions should reflect both your commercial objectives and any applicable immigration requirements.

Are all opportunities located in a Targeted Employment Area?

No such assumption should be made. Any proposed Targeted Employment Area qualification must be evaluated for the specific investment. A Beverly Hills office address or concierge relationship does not establish TEA eligibility.

What does the concierge package cost?

Packages begin at $99,000. Your proposal will define the services and fees for your engagement. This fee is separate from investment capital and other professional or government costs.

How do I begin?

Request a confidential consultation or call (323) 648-5232 and ask for Cesar E. Osorio.

Let’s Discuss the Business Behind Your American Dream.

Bring us your goals. We’ll help you explore the business relationships, opportunities, and practical support that may move your plans forward.

Request a Confidential Consultation

Wilshire Financial Group Inc. 8484 Wilshire Blvd., Suite 515 Beverly Hills, CA 90211

(323) 648-5232 cesar@wilshirefinancialgroup.com

Disclaimer

Wilshire Financial Group Inc. provides private business consulting, concierge, and funding placement services. It is not a government agency or a direct lender and does not provide immigration legal advice. Its concierge service is not a government-sponsored immigration program.

Participation does not guarantee investment performance, financing, visa issuance, permanent residency, citizenship, or any particular processing timeline. Business ownership, company formation, corporate age, professional introductions, and Chamber membership do not independently establish EB-5 eligibility or imply government endorsement.

Clients should retain qualified immigration counsel and appropriate independent legal, tax, and investment professionals to evaluate their circumstances and any proposed transaction. Investments involve risk, including possible loss of capital.

Services, fees, and availability are subject to a written engagement agreement. Banking, financing, private club access, and other third-party services remain subject to independent approval. Any referral compensation is subject to applicable requirements and written terms.