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.

Start Investing Globally, Today!

Work with our team, to find the best investment opportunities.

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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.

Why Choose Ongoing Compliance?

✅ Personalized Tax Strategy for Unique Situations – We analyze your income, residency, and investments to create a tailored compliance plan.

✅ Avoid Hefty IRS & Global Tax Penalties – Ensure compliance with IRS, FATCA, FBAR, and foreign tax reporting.

✅ Cross-Border Tax Optimization – Minimize tax liability across multiple countries using legal tax treaties and structuring.

✅ Comprehensive Handling of All Filing Requirements – From foreign trusts, corporate structures, investments, and high-value transactions, we handle it all.

Client Scenarios: How This Package Helps

📍 Scenario 1: U.S. Citizen with Dual Residency & Foreign Business Holdings

🔹 A U.S. citizen residing in the UAE with investments in Europe and an offshore business.

✅ Solution: We handle IRS tax reporting, FATCA, foreign company structuring, and tax treaty optimization.

📍 Scenario 2: Entrepreneur Operating Across Multiple Countries

🔹 A global entrepreneur running startups in Singapore, Canada, and Portugal.

✅ Solution: We provide corporate tax structuring, residency tax planning, and international tax compliance.

📍 Scenario 3: High-Net-Worth Investor with Crypto & Real Estate Holdings

🔹 A European investor with digital assets, global real estate, and foreign brokerage accounts.

✅ Solution: We ensure crypto tax compliance, real estate capital gains optimization, and FBAR/FATCA filings.

Financial Asset Investments

🇺🇸 U.S. Expats & Nomads with Standard Filings

If you have simple expat tax needs, check out our U.S. Expat Compliance package.

🇬🇧 UK Tax Residents with Simple Filings

If you only need basic UK self-assessment tax returns, see our UK Resident Tax Filings package.

🏢 Individuals Needing Only Business Filings

If your needs are solely U.S. business tax compliance, check out our Non-Resident Company or Resident Company packages.

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Discover the Right Global Investment Opportunities for You

Our Custom Tax Compliance Package covers:

✅ Form 5472

Mandatory disclosure for foreign-owned U.S. businesses with 25%+ foreign ownership. Required for LLCs, C-Corps, or other entities to report transactions with foreign owners and avoid IRS penalties.

✅ Form 1120 (C-Corp) or Form 1065 (Partnership)

Annual federal tax return filing for U.S. businesses. Required for corporations and partnerships, ensuring accurate reporting of income, expenses, and potential tax liabilities.

✅ Withholding Tax Compliance (FDAP & ECI Rules)

Determining and managing tax withholding obligations for non-resident business owners. Ensures compliance with IRS rules for passive and active income.

✅ Form W-8BEN / W-8BEN-E

Certifying non-resident tax status and claiming treaty benefits. Required for avoiding unnecessary withholding taxes on U.S. income received by foreign owners.

✅ Form 1042 & 1042-S

Reporting U.S. income paid to foreign owners. Ensures compliance with withholding tax obligations and correct documentation of U.S. sourced income.

✅ FIRPTA Compliance (Form 8288)

Required for foreign real estate investors selling U.S. property. Ensures compliance with the Foreign Investment in Real Property Tax Act (FIRPTA) and proper tax withholding.

✅ State Business Tax Filings

Meeting state-specific tax obligations. Ensures compliance with state tax laws and required filings based on where the U.S. business is registered.

OUR SIMPLE 4-STEP COMPLIANCE PROCESS:

1️⃣ Consultation & Eligibility Check

We assess your U.S. business structure and tax requirements to determine your compliance needs.

2️⃣ Data Collection & Doc Preparation

We gather necessary business details, ownership information, and required forms for accurate filings.

3️⃣ Compliance Execution & Filings

We handle IRS and state tax filings, withholding tax compliance, Form 5472 and FIRPTA if applicable.

4️⃣ Ongoing Support & Advisory Service

We ensure you stay compliant with annual filings and offer continued tax optimization strategies.

💸 Pricing & Subscription Options

As tax obligations vary widely depending on residency, visa status, and local regulations, this package is priced on a case-by-case basis.

Request a quote based on your current situation and tax complexity.

Common Questions

❓ How do I know if I need a custom tax solution?

✅ If you have multi-country income, dual residency, international investments, or complex business structures, a custom plan is necessary.

❓ Can you help with IRS and foreign tax filings?

✅ Yes, we handle U.S. tax obligations (Form 1040, FBAR, FATCA, etc.) as well as tax compliance for foreign jurisdictions.

❓ What if I have a business with operations in multiple countries?

✅ We provide corporate tax structuring, business compliance, and multi-jurisdictional tax planning.

❓ How is pricing determined for custom tax services?

✅ Pricing is based on complexity, the number of countries involved, and specific compliance needs.

Global Investments