Keep your structure working.
Your structure needs to keep working as laws change and your situation develops. We handle that.
Built on knowing your structure
Maintain clients are people whose structure NomadicX designed and implemented. We know every entity, every obligation, and every provider in their arrangement, which is what makes ongoing oversight meaningful rather than administrative. An arrangement designed or implemented elsewhere must first pass through a Blueprint and Implement engagement before Maintain is available.
What Maintain includes
Six areas of ongoing oversight, coordinated as a single annual engagement.
An annual review of every entity, account, and residency arrangement in your structure, with a clear assessment of what changed and what action is required.
Ongoing monitoring of your structure's jurisdictions for tax law changes, substance requirement updates, CRS/FATCA rule changes, and other developments that affect how it operates.
Coordination of ongoing compliance obligations across every relevant jurisdiction: beneficial ownership registrations, annual returns, economic substance filings, and cross-border reporting requirements.
Management of the relationship with your registered agents, nominee directors, accountants, and banking providers. Renewals coordinated, problems escalated, replacements sourced if needed.
As your income, residency, or goals change, your structure may need to evolve. Maintain clients can request adjustments within the annual engagement's scope rather than opening a new engagement.
Direct access to your NomadicX adviser for questions, guidance, and coordination throughout the year. This is an ongoing professional relationship with someone who knows your structure, not a support ticket queue.
Outside standard Maintain scope
Maintain covers the ongoing oversight of your existing structure. The following fall outside the annual engagement scope. Each requires a separate engagement or referral.
Scoped around your structure
Maintain is scoped and priced annually around the jurisdictions, entities, obligations, and providers in your arrangement. We quote after reviewing your structure's requirements. Every completed Implement produces a structure management plan that starts that discussion.
Discuss MaintainWho is responsible for what
Each obligation in your structure has a clear owner. This is how they divide between NomadicX, your tax and legal professionals, and you.
| Obligation | NomadicX | Tax / Legal Professionals | Client |
|---|---|---|---|
| Annual structure review and advisory | Responsible | Not responsible | Not responsible |
| Regulatory and law monitoring | Responsible | Shared coordination | Not responsible |
| Filing and reporting coordination | Responsible | Shared coordination | Not responsible |
| Tax return preparation and filing | Not responsible | Responsible | Not responsible |
| Provider and banking oversight | Responsible | Not responsible | Not responsible |
| Account opening and banking decisions | Not responsible | Not responsible | Responsible |
| Regulatory approvals and authority decisions | Not responsible | Not responsible | Responsible |
| Personal travel and residency choices | Not responsible | Not responsible | Responsible |
"co" indicates shared coordination responsibility: NomadicX manages oversight; third-party professionals execute.
Frequently asked
Keep your structure working.
Maintain starts from the structure we know. If you've completed Implement with NomadicX, the transition is direct.
Don't have a NomadicX structure yet? Start with the Blueprint