One hour with our team,
built around your decision.
A one-hour working session with the Rothbard Group team. We hold the conversation that crystallizes a residency, tax, or corporate decision you have been circling, and we leave you with a written set of next steps you can act on the same week.
Sessions are reserved for clients with a defined question and the documents to support it. Pricing is disclosed after intake, once a Client Partner has reviewed your situation and confirmed a session is the right format.
An open hour, built around your question.
A Consulting Session is a one-hour discussion in which you may raise any question that falls within our service areas: global mobility, cross-border taxation, or international corporate structuring. The format is open. There is no fixed agenda, no checklist, no narrow product. The session belongs to you.
What the session delivers
The objective is orientation. You arrive with questions, hypotheses, and concerns. You leave with a clearer map of the terrain, an understanding of the options available to you, and the framework needed to weigh those options sensibly.
Our role
We do not decide for you. We help you make informed decisions. Every choice, whether to incorporate, relocate, elect, file, or restructure, remains yours. Our role is to make sure it is made with the right information in hand.
Bring any of these, or something else entirely
- Panama residency
- US cross-border tax
- Canada cross-border tax
- Corporate structuring
- Real estate / asset structuring
- General second opinion
Submit your intake
Tell us, in your own words, where you are today and what a one-hour session would help you decide.
A Client Partner reviews
We read every submission. A Client Partner will reach out within two business days to confirm fit and qualify scope.
Scope confirmed
Together we agree on what the session will cover, what data to bring, and which advisor on the team is the right match.
Session booked & invoiced
Once scope is set, the session is scheduled and invoiced. You receive a written summary and next-step recommendations afterward.
No payment is taken at intake. We invoice only after scope and timing are confirmed in writing with a Client Partner.
Tell us where you are
and what we can help with.
Specifics help. The more you can say about your jurisdictions, structure, and the question on the table, the better the session will be.