Citywealth is a leading wealth management magazine connecting UHNW families and private client advisors through our Leaders Directory, awards, sustainability insights and membership community.
SLIDE-3
Citywealth Leaders List: Top 75 California Advisors and Managers 2026
California remains one of the world’s leading centres of private wealth creation, from the Gold Rush and Hollywood through Napa and Silicon Valley to today’s AI boom. In November 2026 voters will decide Proposition 40, a proposed one-off tax of up to 5% on residents with more than $1 billion in covered net assets (including business interests, securities and intellectual property, but generally excluding real property).
American Summer at Citywealth: California dreaming – wealth at scale and Proposition 40
California has the largest economy of any US state and is one of the world’s great centres of private wealth creation. This November, voters will decide whether some of the largest fortunes it has produced should face a one-off ‘billionaire’ wealth tax says Karen Jones, founder of Citywealth, who has more than 20 years’ experience in global private wealth.
For most people, a solar eclipse is a few minutes spent looking skywards. For a handful of entrepreneurs, investors and business owners, it has become something else: a recurring commercial opportunity. Every few years, millions of people move towards the path of a major eclipse. They book hotel rooms, buy eclipse glasses and look for the best possible vantage point. Around that brief period of darkness sits a surprisingly large economy.
Citywealth Leaders List: Top 20 LATAM Advisors and Managers 2026
Latin America remains one of the most complex regions for private wealth management, driven by economic volatility, tax reform and increasing regulatory scrutiny. Ultra-high-net-worth families are increasingly structuring assets across multiple jurisdictions, with cross-border tax planning, estate structuring and succession now standard practice. International financial centres such as Miami, New York and London continue to play a central role, alongside regional advisors.
Why today’s leading international financial centres are known for very different things. International financial centres are no longer competing on the same terms. As Citywealth publishes the shortlist for the 2027 IFC Awards, one theme stands out. The world’s leading wealth jurisdictions have each developed their own area of expertise, from Swiss private banking and Jersey trusts to Singapore family offices, Hong Kong’s entrepreneurial wealth and Dubai’s digital economy.Read more
Citywealth Leaders List: Top 30 USA Domestic Trust Jurisdiction Advisers 2026
For decades, the conversation around international wealth structuring centred on offshore financial centres. Increasingly, however, sophisticated US families are also looking within the United States, with states such as South Dakota, Delaware, Wyoming, Alaska and Nevada developing highly specialised trust legislation designed to attract long term private capital. Each jurisdiction has taken a slightly different approach.Read more
Citywealth Leaders List: Top 25 Florida Advisors and Managers 2026
Florida has become an increasingly important centre for international private wealth, with Miami in particular serving families with connections across Latin America and the United States. Citywealth’s Top Florida liat identifies the advisers working at the centre of this market, where cross border estate planning, pre immigration structuring and multigenerational wealth transfer are increasingly accompanied by greater use of US domestic trusts.Read more
The Road to the Citywealth Leaders List Top 1000
Before a prospective client picks up the phone, they may already have searched your name. A job title and a basic listing? Or a clear professional profile, independent recommendations and verified feedback from people who know your work?Read more
Events & Awards
EVENT-SLIDE-3
Citywealth Forum USA 2026 speaker spotlight: Nina Heindel Baumbach, Senior Manager, Tax Services, RSM US
From Bogotá to Buenos Aires: Leading the Conversation on Latin America’s Wealth Evolution.
Citywealth Forum USA 2026 speaker spotlight: Francesca Boschini, Director and Head of International Wealth Planning and Head of Insurance Solutions for the Americas, Deutsche Bank Wealth Management
From Bogotá to Buenos Aires: Leading the Conversation on Latin America’s Wealth Evolution.
Citywealth Forum USA 2026 – debating modern private wealth and private clients
The inaugural Citywealth Forum USA in New York, 18th March, set out a clear brief: how private wealth decisions are being made when markets are unsettled, families are increasingly mobile, and assets extend well beyond traditional portfolios.
Join leading wealth management professionals, private client lawyers, and trust experts at the 2027 Citywealth Forum. Explore global tax, estate planning, family law, and philanthropy in a one-day intensive agenda and bespoke wealth forum.
Why today’s leading international financial centres are known for very different things. International financial centres are no longer competing on the same terms. As Citywealth publishes the shortlist for the 2027 IFC Awards, one theme stands out. The world’s leading wealth jurisdictions have each developed their own area of expertise, from Swiss private banking and Jersey trusts to Singapore family offices, Hong Kong’s entrepreneurial wealth and Dubai’s digital economy.Read more
Citywealth Future Leaders Awards 2026 – Online Voting open
Citywealth Magic Circle Awards 2027 – Submissions open
Deadline for submissions 9th October 2026.Read more
Citywealth Powerwomen Awards USA 2027 – Submissions open
Deadline for submissions: 4th September 2026.Read more
Citywealth Membership connects private client professionals with peers, industry insights and exclusive networking opportunities in wealth management.
Citywealth Weekly Newsletter
SLIDE-1
Citywealth Weekly: 19th August 2026
In today’s issue: American Summer at Citywealth: California Dreaming, Wealth at Scale. Citywealth Leaders List Released: Top 75 California Advisors and Managers 2026. Citywealth Leaders List, 60 seconds interview: Masi Chuma, Standard Bank Offshore and James Legg, IMD Solicitors. Citywealth Quick Insight Series on the Latam Market: Juan Pablo Cucalón, 1291 Group, Panama. Citywealth Quick Insight Series on the California Market: Olivier de Givenchy, CEO of J.P. Morgan Private Bank. Citywealth Quick Insight Series on Digital Assets Trends: Juan Francisco Pardini, Pardini & Asociados, Panama.
In today’s issue: American Summer at Citywealth: Miami and Latin American Wealth, From Jet-Set Playground to Planning Base. The Road to the Citywealth Leaders List Top 1000. Citywealth Leaders List Released: Top 25 Florida Advisors and Managers 2026, Top 30 USA Domestic Trust Jurisdiction Advisers 2026 and Top 20 LATAM Advisors and Managers 2026. Making Money From the Moon. Citywealth Leaders List, 60 seconds interview: Olivia Taylor, Tanager Wealth Management, Hannah Roynon-Jones, Alex Picot Trust, Olavo Guimaraes, Hawksford, Parker F. Taylor, Katten, Francesca Boschini, Deutsche Bank and Kim Kamin, Gresham Partners LLC, Chicago.
In today’s issue: American Summer at Citywealth: Chicago’s enduring entrepreneurial spirit. Citywealth Leaders List Released: Top 25 Chicago Advisors and Managers 2026 and Top 30 USA Domestic Trust Jurisdiction Advisers 2026. Article – Citywealth Leaders List: Domestic Trust Jurisdiction Advisers 2026. Citywealth IFC Awards 2027: The world’s specialist wealth centres. Citywealth Leaders List, 60 seconds interview: Gordon Puckey, Phoenix Financial PR, Diva Shah, Kingsley Napley, Kim Morgan, Butterfield Trust, Switzerland and Chris Hopkins, Katten.
In today’s issue: American Summer at Citywealth: Boston, where wealth, science and philanthropy meet. Citywealth Leaders List Released: Top 20 Boston Advisors and Managers 2026. Citywealth Leaders List, 60 seconds interview: Michelle Williams, Ogier; Sam Emery, Quill PR and Chris Mourant, Fairway Group.
Citywealth Leaders List, 60 seconds interview – Francesca Boschini, Deutsche Bank
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Francesca Boschini, Head of International Wealth Planning – Deutsche Bank Wealth Management Americas.
Citywealth Quick Insight Series on Digital Assets Trends – Juan Francisco Pardini, Pardini & Asociados, Panama
This week’s Citywealth Quick Insight Series on Digital Assets Trends is dedicated to Juan Francisco Pardini, Managing Partner, Pardini & Asociados, Panama.Read more
Citywealth Quick Insight Series on the California Market – Olivier de Givenchy, CEO of J.P. Morgan Private Bank
This week’s Citywealth Quick Insight Series on the California Market is dedicated to Olivier de Givenchy, CEO, West Region, J.P. Morgan Private Bank.Read more
Citywealth Quick Insight Series on the Latam Market – Juan Pablo Cucalón, 1291 Group, Panama
This week’s Citywealth Quick Insight Series on the Latam Market is dedicated to Juan Pablo Cucalón, partner at 1291 Group, Panama.Read more
Citywealth: Family, Wealth Management, and the Power of Planning
Quick insight series on wealth management and family dynamics with Joshua Rubenstein, Partner, National Chair, Private Wealth at Katten Muchin Rosenman.Read more
Citywealth Sustainability Insights highlight sustainable investing, philanthropy and climate leadership in private wealth management.
Sustainability in Wealth Management — Insights & Experts
SLIDE-1
Autumn Lecture Series 2026 – Here I Stand: At the Heart, On the Edge
The series bridges the gap between theological and secular discussion of the great issues of social justice, global responsibility, spirituality and humane intelligence.
Looking for a rewarding summer stroll? Discover the Bradley Rosaceous Collection, a five-acre garden near the Forest Hills entrance that showcases the remarkable diversity of the rose family.
Deep Cuts: Block Printing Across Cultures explores the world’s oldest and most versatile method of making multiple images. read
Nereide Opale Blu: Light takes shape
Shifting depths, reflections of teal, azure and cobalt. Venezianico presents a new interpretation of its iconic Nereide diver, featuring a lab-grown blue opal dial that transforms every variation of light into colour, in a limited edition of 600 pieces, each one different from the next. read
America Through the Lens of Robert Frank
On the 100th anniversary of the birth of influential photographer, we revisit his landmark photo book, ‘The Americans’.read
“Manuel Chavajay: Xojowi ja qa tee ruachulew” (Mother Earth Dances)
“Manuel Chavajay: Xojowi ja qa tee ruachulew” (Mother Earth Dances) is the first one-person institutional exhibition of the Tz’utujil Maya artist Manuel Chavajay (b. 1982, San Pedro La Laguna, Guatemala, where he lives).read
Citywealth Leaders List – Top-rated Lists
SLIDE-3
Citywealth Leaders List: Top 75 California Advisors and Managers 2026
California remains one of the world’s leading centres of private wealth creation, from the Gold Rush and Hollywood through Napa and Silicon Valley to today’s AI boom. In November 2026 voters will decide Proposition 40, a proposed one-off tax of up to 5% on residents with more than $1 billion in covered net assets (including business interests, securities and intellectual property, but generally excluding real property). The measure has exposed deep political splits: the state Democratic Party backs it while Governor Gavin Newsom opposes it, labour and healthcare groups are divided, and leading Silicon Valley figures have poured tens of millions into opposition campaigns.
Citywealth Leaders List: Top 20 LATAM Advisors and Managers 2026
Latin America remains one of the most complex regions for private wealth management, driven by economic volatility, tax reform and increasing regulatory scrutiny. Ultra-high-net-worth families are increasingly structuring assets across multiple jurisdictions, with cross-border tax planning, estate structuring and succession now standard practice.
Citywealth Leaders List: Top 30 USA Domestic Trust Jurisdiction Advisers 2026
For decades, the conversation around international wealth structuring centred on offshore financial centres. Increasingly, however, sophisticated US families are also looking within the United States, with states such as South Dakota, Delaware, Wyoming, Alaska and Nevada developing highly specialised trust legislation designed to attract long term private capital. Each jurisdiction has taken a slightly different approach.
Citywealth Leaders List: Top 25 Florida Advisors and Managers 2026
Florida has become an increasingly important centre for international private wealth, with Miami in particular serving families with connections across Latin America and the United States. Citywealth’s Top Florida liat identifies the advisers working at the centre of this market, where cross border estate planning, pre immigration structuring and multigenerational wealth transfer are increasingly accompanied by greater use of US domestic trusts.
Citywealth Leaders List: Top 25 Chicago Advisors and Managers 2026
Chicago has been creating wealth for more than a century. Built on industry, transport and trade, it remains one of America’s most important financial and commercial centres, combining established family fortunes with a growing generation of entrepreneurs, investors and business owners. Home to iconic names including the Pritzker, Crown, Wrigley, McCormick, Ryan and Mansueto families, the city has also become a centre for innovation, with major investment flowing into artificial intelligence, quantum computing and technology.View the list
Citywealth Leaders List: Top 20 Boston Advisors and Managers 2026
Boston punches far above its weight. While New York dominates global finance, Boston’s private wealth is forged in a different furnace: universities, hospitals, biotechnology, venture capital and a centuries-old tradition of philanthropy.
This is the city where Harvard, MIT, Massachusetts General Hospital and Dana-Farber continually exchange talent, research and capital. Where federal funding, endowments, VC and entrepreneurial exits reinforce one another in a uniquely circular economy.View the list
Citywealth Leaders List: Top 30 Monaco Advisors and Managers 2026
Monaco has long been associated with private wealth, but today’s appeal extends far beyond tax and geography. Speaking at the Citywealth Forum, Magali Jacquet‑Lagrèze, Member of AMAF (Monaco Association for Financial Activities), described a jurisdiction that combines political stability, internationalism and long-term thinking, attracting globally mobile entrepreneurs and families seeking a secure base for future generations.View the list
Citywealth Leaders List: Top 75 Trustees and IFC Family Office 2026
Citywealth Top 75 Trustees and IFC Family Office List 2026: Trustees are taking on a broader strategic role as wealthy families navigate geopolitical uncertainty, tax reform, regulatory change and intergenerational wealth transfer. Key trends include greater cross-border wealth planning, rising compliance costs, increasing beneficiary litigation, growing demand for governance and succession planning, digital assets entering trust structures, cyber security concerns, outsourced family office services and renewed interest in offshore jurisdictions.View the list
Subscribe to our FREE weekly e-news update
Citywealth Weekly is a mid-week roundup of topical news from the wealth management and private wealth sector, expert opinion and lifestyle reviews, delivered straight into our readers’ inboxes. New subscribers will be included in a monthly prize draw for a chance to win a bottle of champagne.
