Planning01
Tax Optimization.
Strategic multi-jurisdictional planning across U.S., Canadian, and Panamanian jurisdictions. Intentional positioning, not reactive compliance.
Cross Border Tax
We don't just file paperwork.
We architect your strategy.
Three operating jurisdictions, the United States, Panama, and Canada. One integrated advisory designed around how your life and capital actually move.
The corridor
JurisdictionCanada
CA
Residency, emigration, trust & corporate structuring
JurisdictionUnited States
US
Enrolled Agent representation, FBAR, FATCA, expatriation
JurisdictionPanama
PA
Territorial regime, Private Foundations, residency pathways
What we do
A single strategic framework, designed around your reality.
Rather than matching you to a pre-built service, we design one integrated advisory around your specific cross-border picture.
3Operating Jurisdictions
EAIRS Enrolled Agent
TPBTransparent Billing
KYCConfidential Intake
Structure02
Corporate Architecture.
Bespoke design of Trusts, Foundations, Corps, LLCs, and Partnerships. Each entity serves a clear structural purpose with solid internal governance.
Continuity03
Strategic Asset Allocation.
Multi-generational continuity frameworks that insulate wealth from jurisdictional risk and regulatory change while enhancing financial privacy.
Process
A process built around you.
No generic calls. No templated answers. Every engagement begins with understanding your complete cross-border picture.
Discovery
Analysis
Architecture
Implementation
Intake
Discovery
We map your global footprint, risk exposure, and long-term objectives.
Review
Analysis
We evaluate jurisdictional positioning and identify structural opportunities.
Design
Architecture
We design a tailored framework of entities, tax plans, and governance.
Execution
Implementation
We coordinate execution with legal, tax, and banking professionals.
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.
01
E-Commerce & SaaS
Businesses with multi-jurisdictional revenue, IP structures, and digital operations spanning borders.
02
International Trade
Companies engaged in cross-border transactions, import and export, and complex deal structuring.
03
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
Three reasons our clients choose us.
- 01
Mistakes are expensive.
At a certain level, mistakes stop being learning experiences. They show up as tax, time, and trust.
- 02
Global success is fragile without structure.
A successful life that crosses borders accumulates exposure. Without an architecture, that exposure compounds quietly until it is found by someone other than you.
- 03
Design, not accident.
The difference between a good outcome and a durable one is intentional strategic design from day one.
A digital relationship
Ready to see how this works for your situation?
Engage from anywhere in the world. No friction. No unnecessary meetings. No wasted time. Only focused, high-value interaction, when it matters.
Our disciplines
- 01Tax Optimization
- 02Corporate Architecture
- 03Strategic Asset Allocation
- 04Jurisdictional Strategy
Rothbard Group S.A.
A boutique cross-border tax and corporate advisory firm. Licensed U.S. Enrolled Agent authorized to practice before the Internal Revenue Service.