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Keep your structure working.

Your structure needs to keep working as laws change and your situation develops. We handle that.

Who it is for

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's included

What Maintain includes

Six areas of ongoing oversight, coordinated as a single annual engagement.

01
Annual structure review

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.

02
Regulatory and law monitoring

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.

03
Filing and reporting coordination

Coordination of ongoing compliance obligations across every relevant jurisdiction: beneficial ownership registrations, annual returns, economic substance filings, and cross-border reporting requirements.

04
Provider and banking oversight

Management of the relationship with your registered agents, nominee directors, accountants, and banking providers. Renewals coordinated, problems escalated, replacements sourced if needed.

05
Structure adjustments

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.

06
Advisory access

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.

Scope boundary

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.

Excluded itemWhere it goes
Tax return preparation and filing→ Nomadic Tax / accountant
New entity formation→ Separate engagement
New residency application→ Separate engagement
New Blueprint or Implement engagement→ Separate engagement
Legal advice, litigation or dispute resolution→ External counsel
Real estate or investment transactions→ Separate / external
Services outside existing structure jurisdictions and entities→ Separate engagement
Pricing model

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 Maintain
MAINTAIN SCOPEDIMENSIONS VARY BY STRUCTURE
01Jurisdictions active in your structureVARIABLE
02Number of entities and account relationshipsVARIABLE
03Filing and reporting obligations per yearVARIABLE
04Provider relationships to manageVARIABLE
05Complexity of annual reviewVARIABLE
Clarity of ownership

Who 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.

ObligationNomadicXTax / Legal ProfessionalsClient
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.

Common questions

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