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LINCOLN · EB-5 FIELD GUIDE

Do relatives helping the business count as qualifying workers?

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THE DIRECT ANSWER

The investor, spouse, sons and daughters and nonimmigrants are excluded from qualifying EB-5 workers. Family involvement does not erase those exclusions.

Separate derivative and employment roles

Eligible derivatives are not additional investors simply by accompanying. Assess each relationship and the actual job framework independently. Derivative eligibility concerns a spouse or unmarried child under 21, subject to any applicable CSPA calculation.

Applicable age rules and individual admissibility still matter, and neither a signed investment contract nor the principal’s petition approval itself grants family residence. Keep the invested capital ring-fenced from money the family needs for school fees, housing, and ordinary costs, because a delayed exit is a financial event rather than an immigration one and does not by itself affect a derivative case. Derivative status also carries the principal's later obligations: the period of conditional residence and the filing to remove conditions reach the family too, so a household should know when that window falls before it arrives. A second timing point belongs alongside it: derivative children must satisfy the applicable age requirements, and the applicable age protections are calculated rules rather than a general allowance.