Brevet Capital and Navis Wealth Advisors Announce Partnership to Support EB-5 Investors Beyond the Green Card

Brevet’s EB-5 investors gain access to the Navis American Onboarding Process, a structured, personalized and fiduciary-driven financial road map for families relocating to the U.S.

NEW YORK--(BUSINESS WIRE)--Brevet Capital (“Brevet”), a leading alternative credit, specialty finance and asset-backed finance firm, today announced a partnership with Navis Wealth Advisors, LLC (“Navis”), an independent family office wealth management firm based in Rye Brook, New York. The partnership provides Brevet’s EB-5 investors and their families direct access to the Navis American Onboarding Process (“AOP”), a personalized framework designed to help foreign nationals understand and navigate the U.S. financial system as they establish their lives in the United States.

EB-5 investors typically spend months evaluating a project, its capital structure, and the immigration process. As they complete their move, many face a new set of practical questions about U.S. taxes, estate planning, banking, credit, insurance and investing. The AOP gives investors and their families a clear, step-by-step financial road map with guidance from an experienced team that specializes in working with international and high-net-worth families.

“Our investors are making a long-term commitment by moving their families, their businesses and often their wealth to a new country,” said Joan Hull, CFA, Director of EB-5 Capital Development at Brevet. “At Brevet, we’re focused on providing support to make the process as seamless as possible. Through Navis, our investors gain direct access to trusted advisors who can help them understand the many nuances of the U.S. financial system and plan a thoughtful transition.”

“Brevet takes a disciplined, institutional approach to EB-5, and they share our view that the investor experience should extend well beyond the investment itself,” said Jason Auerbach, Managing Director at Navis Wealth Advisors. “The AOP was built for exactly this moment in a family’s journey, and we are pleased to be working with Brevet to bring it to their investors.”

To date, BC Immigration Fund LLC, Brevet’s EB-5 platform, has provided more than $320 million in EB-5 loans to finance U.S. construction projects. The AOP will initially support Brevet’s existing EB-5 investor base as well as prospective investors considering Brevet-sponsored projects, which include Wharton Piers, a planned 36-story, 620-unit residential tower on the Delaware River waterfront in Philadelphia.

Participation in the AOP is optional and has no bearing on an investor’s decision to invest, or on the terms of any investment, in Wharton Piers or any other Brevet-sponsored offering.

About Brevet Capital

Headquartered in New York, Brevet Capital applies an asset-based finance strategy focused on assets supported by government payments versus corporate cashflows. Brevet Capital originates and structures customized financing solutions that facilitate borrower growth initiatives that benefit from participation in government economic and innovation-based development programs. Since its inception, Brevet Capital has advised and structured over 150,000 transactions and over $20 billion. Brevet Capital has a more than 25-year track record of partnering with U.S. federal, state, and international governments to provide unique financing solutions. For more information, please visit www.brevetcapital.com.

About Navis Wealth Advisors

Navis Wealth Advisors, LLC is an independent, family office registered investment adviser headquartered in Rye Brook, New York, managing approximately $1 billion in assets. Founded by David Price and Paul Fegan, Navis provides wealth management, tax and estate planning, insurance, mortgage consulting, and EB-5 and international investor services to a high-net-worth and international client base. For more information, visit www.naviswealth.com.

This press release does not constitute an offer to sell or the solicitation of an offer to buy any security. Any such offer will be made exclusively to qualified investors by means of a confidential private placement memorandum. Brevet Capital may receive compensation in connection with referrals to Navis Wealth Advisors.