Rothbard Group

    Global Foundation & Trust Design

    Foundations and trusts built around four aims: succession planning, legacy protection, family governance and personal asset protection. Every theme is tax-driven. The Panama pages anchor each theme to the family's US and Canadian tax position; the US trust page anchors it to federal tax.

    Succession, legacy and family governance, by design.

    At a glance

    Governing law
    Panamanian foundation and trust lawInternal Revenue Code (IRC)
    Typical client
    Families establishing foundations or trusts for succession, legacy protection and personal asset protection
    Engagement horizon
    Design and formation through long-horizon stewardship
    Coordination
    Always paired with Cross-Border Tax and International Company Structuring

    Let’s talk

    A single conversation usually clarifies more than a month of research. We engage on a value basis and every introduction begins with a direct, confidential exchange.