Global Investments

🌍 Global Investments Made Simple 💸🪙💹

Many individuals and businesses want exposure to precious metals, brokerage accounts, cryptocurrency, or private funds—but run into barriers around account setup, cross-border compliance, and reporting.

At NomadicX, we don’t advise on what to buy or manage your portfolio—we facilitate clean access. From vault storage of gold and silver to global brokerage accounts, vetted crypto exchanges, and private investment funds, we ensure your structure and filings stay compliant while you retain full control.

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Physical & Financial Assets

Precious Metals

Allocated gold and silver stored in tier-1 vaults in reputable jurisdictions, under your name or entity, with clear compliance treatment.

Brokerage Accounts

Multi-currency, multi-market access to equities, funds, REITs, ETFs, and bonds—opened in clean jurisdictions, mapped to your structure.

Cryptocurrency

Exchange accounts in vetted jurisdictions with fiat rails, plus self-custody workflows and record-keeping for tax compliance.

Private Funds

Access to private equity, venture, or specialized company investments—KYC, subscriptions, and reporting aligned to your structure.

Structure Matters for Global Investments

We go beyond simply holding assets — our focus is ensuring that your investments are protected, tax-efficient, and globally compliant.

Tax-Optimized Holding Vehicles – Use holding companies, funds, or foundations to minimize withholding taxes and benefit from treaties.

Asset Protection & Security – Safeguard property, equities, or digital assets through trust structures and limited liability entities.

Cross-Border Payout Planning – Receive dividends, rental income, or capital gains in the most efficient way across multiple jurisdictions.

Simplified Reporting – Consolidate global assets under one clear framework to reduce complexity in annual filings.

Client Scenarios: How We Help Investors

Scenario 1: U.S. Investor Expanding Abroad

A U.S. citizen buying property in Portugal and equities in Singapore.

Solution: Set up a holding company to reduce withholding tax, with FATCA/FBAR reporting handled.

Scenario 2: Global Entrepreneur Diversifying Assets

A founder in Dubai allocating wealth into U.S. stocks, UK property, and crypto.

Solution: Multi-asset holding structure with compliant custody and treaty optimization.

Scenario 3: European Family Office

A family managing global real estate and brokerage accounts across 4 countries.

Solution: Trust-based structure for succession + international tax filings coordinated annually.

How We Support Global Investors

🌍 Set Up & Protect

Legal entities, trusts, and structures that hold assets safely.

💵 Bank & Transact

Multi-currency accounts, custody for digital & traditional assets.

📑 Comply & Optimize

Handle reporting obligations while minimizing tax exposure.

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Discover the Right Global Investment Opportunities for You

What Our Global Investment Packages Include:

✅ Entity & Holding Setup

We design international holding companies, trusts, or foundations to protect your wealth and investments. These structures allow you to separate ownership from management, reduce exposure to liabilities, and access more favorable tax treatment under double-tax treaties.

✅ Banking & Custody Solutions

Gain access to multi-currency accounts, international brokerage platforms, and licensed custodians for equities, digital assets, and funds. We coordinate account openings and ensure settlement and transfers flow smoothly across jurisdictions.

✅ Cross-Border Tax Planning

We help reduce withholding taxes on dividends, royalties, and capital gains by structuring investments in treaty-friendly jurisdictions. This ensures you capture more of your returns while remaining fully compliant with international tax rules.

✅ Compliance & Reporting

Every structure comes with reporting obligations, from FATCA and CRS to local filings. We coordinate with licensed partners in each jurisdiction to prepare and submit annual reports, ensuring your investments remain legally sound.

✅ Capital Gains & Dividend Optimization

Whether you’re selling real estate, exiting a business, or collecting regular investment income, we structure payouts to take advantage of exemptions, step-ups, and tax deferrals where available.

✅ Ongoing Advisory

Markets and laws change. We provide annual reviews of your investment structure, adapting to new regulations, shifting residency, or new asset classes to keep your portfolio protected and optimized.

OUR SIMPLE 4-STEP INVESTMENT PROCESS:

Strategy & Eligibility Check

We assess your residency, tax profile, and investment goals to determine the best global structure and jurisdictions for your assets.

Entity & Custody Setup

We establish the right holding company, trust, or foundation and secure banking/custody accounts for real estate, equities, or digital assets.

Asset Allocation & Execution

We guide the transfer or acquisition of assets through the structure, ensuring payouts, dividends, and gains are routed tax-efficiently across borders.

Ongoing Support & Optimization

We provide annual reviews, compliance coordination (FATCA, CRS, FBAR, local filings), and adapt structures as your residency, wealth, or regulations change.

💸 Pricing & Subscription Options

Because global investment strategies vary based on residency, asset class, and jurisdiction, pricing is tailored to your situation. We provide transparent estimates before any engagement.

Request a personalized quote based on your investment goals and risk profile.

Common Questions

❓ Do I need a special structure to invest globally?

✅ Not always. But using a holding company, foundation, or trust can reduce tax on dividends, protect assets, and simplify compliance across multiple jurisdictions.

❓ Can NomadicX help me reduce withholding taxes on investments?

✅ Yes. We design structures that leverage double-tax treaties and entity residency rules so you may qualify for reduced withholding on dividends, royalties, or capital gains.

❓ What kinds of assets can I hold through a global structure?

✅ Real estate, equities, ETFs, funds, crypto, precious metals, private companies, and even alternative assets. We build wrappers that can hold multiple asset classes under one compliant umbrella.

❓ How do you handle compliance and reporting?

✅ Every structure comes with obligations—like FATCA, CRS, FBAR, Form 5472, or local filings. We coordinate filings with licensed tax advisors in each jurisdiction so you stay compliant worldwide.

❓ How much does it cost to set up and maintain an investment structure?

✅ Structure setup typically starts around $10,000, depending on jurisdictions and complexity. Ongoing compliance is usually $500–$1,500/month, including filings and reporting.

Global Investments