Citywealth unveils Top 30 Transatlantic Select 2026
Citywealth has launched its inaugural Top 30 Transatlantic Select: Advisors and Managers 2026, recognising leading professionals advising US-UK clients across law, tax and wealth management.
Published alongside the Citywealth Forum 2026 in New York, the list reflects rising demand for cross-border expertise as more families and entrepreneurs operate internationally. The forum brings together industry leaders to discuss global wealth trends, investment strategy and governance, underscoring the growing complexity of transatlantic private wealth.
A new benchmark for transatlantic private wealth
Citywealth is pleased to announce the publication of the Top 30 Transatlantic Select: Advisors and Managers 2026. The list recognises a group of professionals who have demonstrated consistent excellence in private client work across law, tax, accountancy and investment management. Each individual named has made a distinctive contribution to the field and is widely regarded for technical skill, integrity and service to clients.
Rising demand for cross-border expertise
The number of Americans choosing to live and work in the United Kingdom has grown steadily in recent years, with London in particular continuing to attract entrepreneurs, financiers and internationally mobile families seeking a base in Europe. That movement has been matched by rising demand for advisers able to navigate the legal, tax and investment consequences of life across the Atlantic.
Navigating the complexity of US-UK taxation and structuring
For US citizens abroad, the position remains unusually complex. The United States taxes its citizens on worldwide income regardless of residence, while the UK brings its own regime governing income, gains, succession and residence. The result is a sophisticated advisory market in which lawyers, tax specialists and wealth managers must coordinate planning across two systems that do not naturally align.
The advisers shaping global private wealth
The professionals featured in the inaugural Top 30 Transatlantic Select are working at the centre of that market. Their work spans estate planning, trusts, dual tax compliance, governance, cross border investments and long term family wealth strategy. As transatlantic mobility continues to shape the private wealth landscape, their expertise is becoming ever more important to globally minded families.
Citywealth Forum USA: New York spotlight on international wealth
The publication also coincides with Citywealth Forum 2026 USA, taking place on 18 March in New York at Deutsche Bank Wealth Management, One Columbus Circle. Hosted by Emmy and Peabody Award winning journalist Jan Hopkins, the afternoon brings together leading speakers to discuss trusts and investment strategy, Latin American wealth trends, the stewardship of major art collections, and the future of women’s sport as an investment class. The agenda underlines the breadth of issues now shaping international private wealth, from fiduciary modernisation and private placement life insurance to governance, cultural assets, reputation and new forms of capital.
Together, the forum and the list reflect the same underlying theme. Private wealth advice is no longer confined to one jurisdiction or one discipline. Families want joined up counsel that can deal with tax exposure, asset structuring, succession, investment complexity and reputation, often across several countries at once. The Top 30 recognises the advisers and managers who are helping define that standard.
Greg Swenson announced as keynote speaker for Citywealth Forum, London 12th May
Greg Swenson, founder of Brigg Macadam and a recognised authority on US markets and politics, will play a key role in the Citywealth Forum in London as keynote speaker. With decades of experience across Wall Street and international investment, he brings a transatlantic perspective that reflects the very themes underpinning the Top 30 list. As Chairman of Republicans Overseas UK and a frequent commentator on US economic and political developments, Swenson offers insight into how policy, elections and geopolitical shifts influence global markets and investor behaviour. His involvement reinforces the forum’s focus on connecting financial expertise with real-world political and economic dynamics shaping international wealth.
Geopolitics, conflict and the transatlantic lens
At a time of heightened global uncertainty, including escalating tensions in the Middle East and the prospect of wider conflict involving Iran, the intersection of geopolitics and markets has become increasingly important for private wealth. These developments underline the importance of informed, real-time insight into how global events translate into market risk, policy response and investor behaviour. Swenson’s transatlantic perspective reflects Citywealth’s core strength in bringing together US and UK issues, offering delegates a clear understanding of how political developments on both sides of the Atlantic shape strategy, structure and long-term wealth planning.
Some highlighted advisors and managers on the inaugural list
Gerard F. Joyce Jr, Perkins Coie, Senior Counsel at Perkins Coie and advises high wealth US and international families on estate planning, governance, family office structures and cross border wealth transfers. Experience in sophisticated estate planning and trust administration for families with extraordinary wealth. trusted adviser on governance, family office design and cross border wealth transfer for globally connected families. Joshua Rubenstein, Katten Muchin Rosenman a partner and global chair of Katten’s Private Wealth practice, known for integrated planning, administration and litigation counsel for high net worth clients and families. In a recent Citywealth article he pointed to asset protection as an increasingly important client concern in uncertain times. Jonathan Gold, W1M an Executive Director within W1M’s US Wealth business, advises high and ultra high net worth individuals and trusts on integrated wealth management. Gold’s broader messaging stresses the complexity of managing wealth across borders, especially around tax, residency and planning. Josh Matthews, MASECO isco founder and managing partner and previously built Citibank’s US expat offering in London before launching MASECO in 2008. He is an expert for high and ultra high net worth American and international families across financial planning, investment management, estate planning and charitable giving. James Sellon, MASECO is co founder and managing partner, with roots in international private wealth, dating back to the early US expat market in London. He has build one of the first specialist businesses for this client group and is a long standing specialist in advising US expat and internationally mobile families on cross border wealth planning. Paul Nixon, LGT Wealth Management US, CEO of LGT Wealth Management US has led the establishment and growth of the business since 2012. LGT says he was one of the main proponents behind building the US offering after regulatory changes made the market more specialised. LGT Wealth Management US are a Founding Partner of the NFL’s Jacksonville Jaguars since 2017. Under Nixon, the partnership focuses on community outreach, grassroots American football, and joint philanthropic initiatives, including the Gridiron Grant and Reward Rows, supporting youth development in the UK. Trevor Egan, Buzzacott a partner at Buzzacott and a recognised authority on the US UK tax treaty, advising on residence, remittance planning, pensions, FATCA, dual nationality issues and late filer matters. A go to voice on how UK Budget changes affect US expats in Britain. Helping US expats and dual nationals handle the sharp edges of both tax systems.Kathryn von Matthiessen, Katten Muchin Rosenmana Katten partner who advises ultra high net worth clients on income and transfer tax optimisation, estate and business succession planning, and a wide range of cross border issues. Her broad international private client background, , including pre residency planning for those moving to the US. Diana Zeydel, Greenberg Traurig, Globalchair of Greenberg Traurig’s Private Wealth Services practice and focuses on estate and tax planning, wealth transfer and business succession for high net worth individuals and families. Market leading private wealth lawyer with deep authority in succession and multigenerational planning. Alicea Castellanos is the CEO and founder of Global Taxes LLC in New York she provides US tax advisory and compliance services to high net worth families and their advisers. Her focus includes non US trusts, estates and foundations with a US connection, foreign investment in US real estate, pre immigration planning, expatriation, foreign gifts and inheritances, offshore disclosures and foreign companies doing business in the US.
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