HOW DO WE CREATE YOUR BLUEPRINT?

1. Initial discovery session.

We begin with a personalized assessment to understand your goals, desired lifestyle and identify global opportunities tailored to your needs.

  • Define your personal goals.
  • Assess current global position.
  • Identify key opportunities.
  • Gather essential documents.
  • Clarify desired outcomes.

2. Creation of your strategy.

We design a comprehensive, tailored blueprint that aligns with your vision—covering everything from tax strategies to international structures.

  • Analyze global regulations.
  • Design tax optimization plan.
  • Recommend residency options
  • Identify key jurisdictions.
  • Deliver tailored blueprint.

3. Strategy implementation.

We turn your blueprint into reality, guiding you through each step of the way - ensuring full legal compliance - so you can focus on thriving globally.

  • Set up legal entities.
  • Open global bank accounts.
  • Assist with visas and permits.
  • Coordinate with local experts.
  • Ensure smooth execution.

4. Maintenance and support.

Company income subject to tax is often determined much like taxable income for individual taxpayers.

  • Monitor structures regularly.
  • Stay updated on regulations.
  • Adjust strategy as needed.
  • Provide ongoing client support.
  • Maximize global opportunities.

WHAT'S INCLUDED IN YOUR BLUEPRINT?

International Structure

Design of compliant, tax-efficient business structures for global expansion and operations.

Global Bank Accounts

Assistance in opening multi-currency bank accounts and integrating international financial systems.

Tax Optimization Plan

Create a personalized tax strategy to reduce liabilities - down to 0% - and maximize global compliance benefits.

Citizenship Options

Tailored advice and support in obtaining second citizenships via descent, investment, or naturalization.

Investment Opportunities

Identify unique global investments in emerging markets, high-growth sectors, and alternative assets.

Immigration & Residency

Help secure legal residencies, visas, or permanent relocation solutions suited to your lifestyle and business goals.

Real Estate & Property

Facilitate lifestyle and investment-focused real estate purchases in high-yield or strategic markets.

Lifestyle Improvements

Enhance quality of life with tailored solutions for healthcare, education, leisure, and personal fulfillment.

Each blueprint is carefully tailored to your unique goals, circumstances, and requirements, providing a comprehensive strategy for international success. However, please note that while we design the blueprint to offer actionable insights and solutions, Nomadic assumes no liability for any outcomes should you choose to execute the strategy independently without the ongoing guidance and support of our team.

Frequently Asked Questions

What is the eligibilty criteria for using NomadicX?

Our services are designed for independent earners, ideally those who can perform their work remotely. Generally this refers to - but is not limited to  business owners, active investors, self employed persons or those with existing wealth. We don't have financial limitations for using our strategy services however it may not make sense if you're making less than $65,000 a year and ideally $100,000 or more.

Which nationalities can use NomadicX?

Generally we are able to work citizens of all countries that are NOT sanctioned by the U.N. This includes U.S. citizens, although you may have to take additional steps and deal with a higher number of restrictions compared to other nationalities, if you are.

What exactly do you mean by "blueprint"?

The NomadicX blueprint is exactly that, a blueprint of your international plan made up of a series of strategies to mitigate tax liability, improve your lifestyle, open up new investment opportunities and potentially relocate overseas. Whilst tax mitigation is a key component, many of our clients choose to pay a small amount of tax to enjoy a "higher quality" lifestyle. We work with you to identify jurisdictions and opportunities that fit your goals, ideals and needs. 

What happens if I need to change something?

We offer on-going support services to all our clients for a nominal monthly fee. This allows us to make any necessary updates to your strategy and alert you to any upcoming regulatory changes.

Do I have to use you to implement the strategy?

Whilst we encourage our clients to use our "execution" service - not only because we implement your entire blueprint for you but because you'll get on-going support and the blueprint is included in the price - you are not restricted in doing so and many of our clients choose to use the plan we've created for them and implement it themselves over a period of time.

Are there any restrictions I should know about?

We are unable to work with individuals that have a criminal record, work in illicit industries or perform illegal business activities. All clients go through a background check using our partner service, which includes ID and address verification. We always ensure compliance with KYC and AML regulations. Some banks may ask for additional documentation and checks as well.