THE FIRM
We are a professional firm specialized in wealth planning, taxes and business counseling. Founded by Hernando Rosado Iturralde, in November 2001, we have now more than 20 years of experience and success.
In every one of the projects we offer to our clients:
Knowledge
Innovation
Eficacy
Security
The Roitman Group ® has international presence with its corporate offices in Mexico, USA and Europe.
About Us
HERNANDO JOSÉ ROSADO ITURRALDE
hrosado@theroitmangroup.com
Graduated with honors (Suma Cum Laude) from Universidad Iberoamericana (Mexico City, MX) in 1998 as Licentiate of Public Accounting (CPA) with post-grade studies in Harvard Kennedy School of Government HKS “COMTAX” (Cambridge, MA) in 2016 and 2018, in the London School of Economics LSE (London, UK) in 2009 and 2011 and in the University of the Incarnate Word UIW (San Antonio, TX) in 2001. Founder and CEO of The Roitman Group, www.theroitmangroup.com.mx a Wealth Planning & Tax Advisory Firm formed in 2001 with head quarters in Merida, MX. FATCA & CRS specialist. Former contributor in the Business section of Reforma-El Norte Newspaper. Speaker in several conferences since 1995
Services
- Inheritance Counseling & Assets Protection
- Business Counseling (Board of Directors)
- Fiduciary Services & Corporate Management
- Corporate & Investment Structures
- Tax Advisory & Tax Compliance
- FATCA & CRS Advisory
- Business Valuations
- Mergers & Acquisitions
- Bank and Financial Institutions liaison
- Family Offices
We offer tailor made solutions and a personalized approach for high net worth individuals looking for customized solutions to planning their Wealth.
With proper planning and support, we can ensure that your client's wealth plan will allow them to enjoy the benefits of a properly planned estate during their lifetime, as well as providing the peace of mind that after they die, their assets are transfer and their wishes will be carried out as they have planned.
Our goal in this field is to ensure asset protection, diversification, eficiency of holding of assets, business protection, and transfer assets upon retirement or death as part of client’s plan.
In the current environment the acceptance of automatic exchange of information between many jurisdictions and with the threat of local tax and compliance audits hanging over clients’ heads, it is now imperative to avoid the use of improper structures.
We will perform the review of the client’s structure, verify the local reporting requirements in the country where the client is tax resident and, make recommendations to improve the clients’ investment structure, utilizing legally accepted solutions.
Our goal in this field is to perform the services nedeed to bring the entities and overall structure into a compliant position.
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