The Roitman Group

Welcome to The Roitman Group, a professional firm specializing in wealth planning, taxes, and business counseling. With over 20 years of experience and success, we have established ourselves as a trusted institution in the finance industry.

Founded by Hernando Rosado Iturralde in November 2001, The Roitman Group has expanded its reach internationally, with corporate offices in Mexico, the USA, and Europe. Our founder, who graduated with honors from Universidad Iberoamericana in Mexico City, has also pursued post-graduate studies at prestigious institutions such as Harvard Kennedy School of Government, the London School of Economics, and the University of the Incarnate Word.

At The Roitman Group, we understand that high net worth individuals require tailored solutions for their wealth planning needs. Our personalized approach ensures asset protection, diversification, and efficiency in holding assets, as well as business protection and asset transfer upon retirement or death. We strive to offer customized solutions that align with our clients' unique financial goals.

In the current environment, where automatic exchange of information between jurisdictions is becoming more prevalent, and the threat of local tax and compliance audits looms, it is crucial to avoid the use of improper structures. At The Roitman Group, we conduct thorough reviews of our clients' structures, verify local reporting requirements based on their tax residency, and provide recommendations for improving investment structures using legally accepted solutions.

Our ultimate goal is to bring our clients' entities and overall structures into compliance, ensuring efficient solutions within the current tax and legal framework. With our expertise and dedication to excellence, we strive to provide the highest level of service to our clients.

Visit our website at www.theroitmangroup.com.mx to learn more about our services and how we can assist you in achieving your financial objectives.