CROSS BORDER
TAX services

We design bespoke cross-border structures for businesses, entrepreneurs, investors, and operators across the Canada - U.S. - Panama corridor.

WHAT WE DO

One Integrated Advisory.

Tailored to Your World.

Rather than matching you to a pre-built service, we design a single strategic framework around your specific cross-border reality.

Tax Optimization

Strategic multi-jurisdictional planning across U.S., Canadian & Panamanian jurisdictions, not reactive compliance, but rather intentional positioning.

Corporate Architecture

Bespoke design of Trusts, Foundations, Corps, LLCs & Partnerships, each entity serving a clear structural purpose with solid internal governance mechanics.

Strategic Asset Alocation

Multi-generational continuity frameworks that insulates your wealth from jurisdictional risk and regulatory change as well as enhancing your overall financial privacy.

HOW WE WORK

A Process Built Around You

No generic calls. No templated answers. Every engagement begins with understanding your complete cross-border picture.

01

Discovery

We map your global footprint, risk exposure, and long-term objectives

02

Analysis

We evaluate jurisdictional positioning and identify structural opportunities

03

Architecture

We design a tailored framework of entities, tax plans, and governance

04

Implementation

We coordinate execution with legal, tax, and banking professionals

Discovery

We map your global footprint, risk exposure, and long-term objectives

Analysis

We evaluate jurisdictional positioning and identify structural opportunities

Architecture

We design a tailored framework of entities, tax plans, and governance

Implementation

We coordinate execution with legal, tax, and banking professionals

Ready to see how this works for your situation?

WHAT YOU RECEIVE

Perspective. Structure. Control.

Every client receives a bespoke advisory package which already includes entities and tax memoranda, not a product off the shelf.

Global Structure Review

A clear map of how your international presence truly functions, entities, obligations, and exposures.

Jurisdictional Strategy

Navigating the complexities of cross-border tax planning in order to unlock the advantages each jurisdiction may offer.

Coordinated Execution

Seamless implementation with Enrolled Agents, legal counsel, and licensed professionals.

Corporate Architecture

Trusts, Private Foundations, LLCs, and Partnerships designed as a unified, purpose-built framework.

Every element answers one question:

Are you operating at the level your success demands?

WHO WE SERVE

Built for International Operators

Rothbard Group serves entrepreneurs and investors who already understand complexity and refuse to delegate critical decisions without certainty.

E-Commerce & SaaS

Businesses with multi-jurisdictional revenue, IP structures, and digital operations spanning borders.

International Trade

Companies engaged in cross-border transactions, import/export, and complex deal structuring.

Professional Services

Consultants, advisors, and service firms with global client bases and mobile operating models.

We also advise venture capital funds, private equity groups, and family offices with cross- border mandates.

WHY ROTHBARD GROUP

The Rothbard Standard

In a space crowded with generalists, we operate as a specialized, elite advisory boutique.

Absolute Discretion

Intellectual Precision

Strategic Independence

Cross-Border Mastery

The discipline of world-class institutions - applied to private clients.

THE DIFFERENCE

Why Clients Choose Rothbard

At a certain level, mistakes are not learning experiences - they are expensive.

Global success without structure creates hidden exposure across jurisdictions.

The difference between good and exceptional is intentional strategic design.

A Seamless,
Digital Relationship

Engage from anywhere in the world. No friction. No unnecessary meetings. No wasted time.

Only focused, high-value interaction - when it matters.

Become a client