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 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 Allocation
Multi-generational continuity frameworks that insulate your wealth from jurisdictional risk and regulatory change, while 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.
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
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 to unlock the advantages each jurisdiction may offer.
Corporate Architecture
Trusts, Private Foundations, LLCs, and Partnerships designed as a unified, purpose-built framework.
Coordinated Execution
Seamless implementation with Enrolled Agents, legal counsel, and licensed professionals.
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
Import/export businesses and trading companies operating across the Canada–U.S.–Panama corridor requiring optimized holding structures.
Professional Services
Consultants, advisors, and service providers operating across multiple jurisdictions with complex income sourcing.
No matter where you operate, we build the structure that fits your world — not the other way around.
BOOK YOUR FREE CONSULTATION ↗
Absolute
Discretion
Intellectual
Precision
Strategic
Independence
Cross-Border
Mastery
The discipline of world-class institutions—applied to private clients.
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.
Let's discuss
your goals.
Are you reaching out as an individual or on behalf of a business?
Your contact
details
How should we reach you?
Your profile
Residency and nationality help us match the right services.
About your entity
Tell us about the business you are registering.
Almost there
A few final questions to tailor your experience.
Review your details
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You're all set
We've received your application and a member of our team will be in touch within 24 to 48 hours.