In today’s issue: American Summer at Citywealth: Why New York remains the gateway to global wealth. Citywealth Leaders List: Top 30 Transatlantic Select: Advisors and Managers 2026. Citywealth Leaders List, 60 seconds interview: David Livitt, Blick Rothenberg, Joshua Rubenstein, Katten, Gretchen Beall Schumann, Schumann LLC, Francesca Boschini, Deutsche Bank, Ronni Davidowitz, Katten, Jonathan Gold, W1M and Patricia Angus, Angus Advisory Group LLC. Coming soon: Art in Focus, Hank Willis Thomas. Broadway Barks, the beloved, star-studded dog and cat adoption. Lynda Benglis Inspires Dior’s 2026 Haute Couture Collection. Citywealth Leaders List and Membership Spotlight. |
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American Summer at Citywealth: Why New York remains the gateway to global wealth |
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From Wall Street and artificial intelligence to cross-border wealth planning, New York continues to play a defining role in the international private wealth industry. Despite competition from lower tax states, advisers say the city remains the principal gateway for global families, entrepreneurs and businesses entering the US market.
Predictions of New York’s decline have become a familiar narrative in recent years. Rising taxes, increasing living costs and the migration of some wealthy residents to states such as Florida and Texas have prompted questions about whether the city remains America’s leading wealth centre. Read more → |
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Citywealth Leaders List:Top 30 Transatlantic Select: Advisors and Managers 2026 |
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| For US citizens abroad, the position is unusual. The United States taxes its citizens on their worldwide income regardless of where they live, meaning Americans resident in the UK must still meet extensive US reporting and tax obligations. At the same time, the UK system brings its own complexities, from the treatment of overseas income and gains to inheritance tax exposure and the evolving rules affecting internationally mobile residents. Read more → |
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Citywealth Leaders List, 60 seconds interview:David Livitt, Blick Rothenberg |
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| I’m a Partner at Blick Rothenberg, specialising in UK-US cross-border tax and global mobility, advising entrepreneurial businesses, multinational organisations, and internationally mobile individuals on the tax challenges of operating across borders. My role is far broader than helping clients comply with tax rules. Read more → |
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Citywealth Leaders List, 60 seconds interview:Joshua Rubenstein, Katten |
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| As Global Chair of Katten’s Private Wealth practice, I lead a team of nearly 50 high-performing attorneys focused on serving our clients by protecting the wealth and interests of ultra-high-net-worth individuals and family offices worldwide. Read more → |
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Citywealth Leaders List, 60 seconds interview:Gretchen Beall Schumann, Schumann LLC |
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| I am the founding partner of a boutique family law firm, Schumann LLC, in New York City. One of my recent and most rewarding successes arose in a case where I represented a parent whose children were abducted to a jurisdiction that is not a treaty partner under the Hague Convention on the Civil Aspects of International Child Abduction. Read more → |
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Citywealth Leaders List, 60 seconds interview:Francesca Boschini, Deutsche Bank |
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| I serve as the Head of International Wealth Planning and Head of Insurance Solutions for the U.S. Private Bank at Deutsche Bank, based in New York. Since joining the bank more than ten years ago, I have led the U.S. cross-border and international wealth planning practice as well as our insurance planning solutions platform. Read more → |
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Citywealth Leaders List, 60 seconds interview:Ronni Davidowitz, Katten |
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| I am a partner in the Private Wealth Department of Katten Muchin Rosenman and head its New York Private Wealth group. My practice is quite diversified as I represent clients for pre- and post-mortem gift and estate planning, estate and trust administration and estate and trust controversies. Read more → |
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Citywealth Leaders List, 60 seconds interview:Jonathan Gold, W1M |
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| I work with US connected families in the organisation and management of their global wealth. This includes Americans living in the UK as well as both Brits and Americans living in the US. Our client relationships incorporate financial planning, investment management and global reporting so there are lots of client contact points. Read more → |
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Citywealth Leaders List, 60 seconds interview:Patricia Angus, Angus Advisory Group LLC |
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| If only there were a typical day! Every day is different. Perhaps reviewing client documents, facilitating family meetings, brainstorming family/ family office future plans, writing an article. And traveling to speak or meet with clients and/ or other advisors. Read more → |
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| Coming soon: Art in Focus, Hank Willis Thomas
Rockefeller Center and Art Production Fund, presents a series of public art pop-ups. Read more → |
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| New York City: Broadway Cares/Equity Fights AIDS
Broadway Barks, the beloved, star-studded dog and cat adoption event. Read more → |
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| Lynda Benglis Inspires Dior’s 2026 Haute Couture Collection
Dior’s haute couture F/W 26/27 collection. Work of American Lynda Benglis. Read more → |
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Citywealth Leaders List spotlightThe Citywealth Leaders List is a user rating directory of the leading individuals in international private client and wealth management. The Leaders List hosts our Top Lists – independent curations of the best professionals in their fields. See below a spotlight on a few of the stellar individuals that make up our directory. |
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| Joshua Rubenstein, Partner & National Chair, Private Wealth, Katten. View his profile here. |
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| Alicea Castellanos, CEO & Founder, Global Taxes LLC. View her profile here.
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| Michael Lewis, Partner, EY. View his profile here. |
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Citywealth Membership spotlight |
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| David James Wealth provides bespoke financial planning for successful people and their families by blending high quality investment strategies with intelligent and effective tax planning. |
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Citywealth MembershipJoining Citywealth is more than a membership, it’s a strategic investment in your professional future. Apply today to unlock a world of opportunity, influence, and insight.
Citywealth membership programme is designed for individuals and firms who seek to elevate their presence, expand their networks, and stay ahead in the dynamic landscape of wealth management. Enjoy invitations to private events, exclusive networking opportunities, and curated gatherings with industry leaders.
Get early access to editorial new releases and curated sessions with wealth management and private client experts.
Membership Benefits 1. Premium networking opportunities Engage with top-tier professionals through invitation-only events, roundtables, and forums. Build meaningful relationships that drive business growth and collaboration. 2. Enhanced visibility Feature in our award-winning editorial content, interviews, and top lists. Members benefit from increased exposure across our digital and print channels, reaching a global audience. 3. Exclusive insights Receive priority access to market intelligence, trend reports, and thought leadership pieces that inform strategic decision-making. 4. Professional recognition Be part of our prestigious awards programmes and rankings, including the Leaders List and Future Leaders initiatives, which celebrate excellence and innovation in the industry. 5. Digital tools & resources Utilise our online platform to connect with peers, showcase expertise, and access member-only content designed to support your professional journey.
Read more. Click here.
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