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. Citywealth Quick Insight Series on Digital Assets Trends: Matteo Dante Perruccio, 3iQ. Citywealth Quick Insight Series on Tax Trends: Richard Pott, Buzzacott. Citywealth Quick Insight Series on Miami and the LatAm Market: Mariano Marco, JTC Group. Citywealth Forum 2027 USA: Agenda. Citywealth Forum USA 2026: Debating modern private wealth and private clients, Francesca Boschini, Director and Head of International Wealth Planning, Deutsche Bank Wealth Management and Nina Heindel Baumbach, Senior Manager, Tax Services, RSM US. With Strong Support, It Can’t Wait Campaign Exceeds $8M Goal. Photo book: America Through the Lens of Robert Frank. Citywealth Leaders List and Membership Spotlight. |
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American Summer at Citywealth: Miami and Latin American Wealth, From Jet-Set Playground to Planning Base |
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For decades, rich families from Brazil, Mexico, Colombia, Venezuela, Argentina and across the wider region have bought homes, kept accounts, educated children and spent holidays in South Florida. It offered proximity, language, climate, private schools, luxury property and a social scene that made business and lifestyle hard to separate. Read more → |
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The Road to the Citywealth Leaders List Top 1000 |
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| 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? In private wealth, trust has always mattered. What has changed is how people look for evidence of it. Read more → |
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Citywealth Leaders List Released:Top 25 Florida Advisors and Managers 2026 |
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| 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 → |
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Citywealth Leaders List:Top 30 USA Domestic Trust Jurisdiction Advisers 2026 |
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| South Dakota, Delaware, Wyoming, Alaska and Nevada have each taken a different approach. Delaware remains the legal heavyweight, supported by its specialist Court of Chancery and an extensive body of trust law. South Dakota has become closely associated with perpetual dynasty trusts, directed trusts and flexible fiduciary governance. Read more → |
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Citywealth Leaders List:Top 20 LATAM Advisors and Managers 2026 |
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| 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. Read more → |
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Making Money From the Moon |
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| 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. Read more → |
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Citywealth Leaders List, 60 seconds interview:Olivia Taylor, Tanager Wealth Management |
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| No two days look exactly the same, which is one of the things I enjoy most about the role. I usually start by checking my inbox and priorities for the day, then move between client communications, event planning and digital marketing activity. A lot of my focus is on making sure everything feels consistent and relevant for our clients across both the US and UK. Read more → |
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Citywealth Leaders List, 60 seconds interview:Hannah Roynon-Jones, Alex Picot Trust |
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| No two days look exactly the same, which is one of the things I enjoy most about the role. I usually start by checking my inbox and priorities for the day, then move between client communications, event planning and digital marketing activity. A lot of my focus is on making sure everything feels consistent and relevant for our clients across both the US and UK. Read more → |
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Citywealth Leaders List, 60 seconds interview:Olavo Guimaraes, Hawksford |
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| I am Business Development Manager for Latin America at Hawksford, focused on developing relationships across Brazil and the wider LATAM region. My role is to work closely with clients, families, entrepreneurs, investors and advisers, understanding what they want to achieve and connecting them with practical, compliant solutions across Hawksford’s international network. Read more → |
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Citywealth Leaders List, 60 seconds interview:Parker F. Taylor, Katten |
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| I am a partner at Katten Muchin Rosenmann practicing Private Wealth Law in New York City and Miami. I advise individuals and families on all aspects of estate planning, estate administration and estate litigation matters. My role focuses on helping clients develop comprehensive plans that address the management and preservation of their assets in the most tax efficient way. 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:Kim Kamin, Gresham Partners LLC, Chicago |
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| Gresham Partners is an independent boutique wealth management firm that for almost 30 years has been serving ultra-high-net-worth families, (primarily US-based,) as their multi-family office. We now have a team of more than 80 professionals supporting approximately 130 families and managing more than US$13 billion on their behalf. Read more → |
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Citywealth Quick Insight Series on Digital Assets Trends:Matteo Dante Perruccio, 3iQ |
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| Digital assets have moved from a niche allocation to a recognized component of institutional portfolios. Since 3iQ became Canada’s first regulated digital asset investment fund manager in 2017, we’ve watched private wealth clients shift from opportunistic exposure to structured, long-term allocation. Macro headlines can move sentiment in the short term, but the bigger driver today is regulatory clarity. Read more → |
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Citywealth Quick Insight Series on Tax Trends:Richard Pott, Buzzacott |
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| The global tax climate is becoming more competitive than ever, particularly following recent changes we have seen in the UK – most notably the abolition of the domicile regime, which has prompted some individuals to leave the UK. Read more → |
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Citywealth Quick Insight Series on Miami and the LatAm Market:Mariano Marco, JTC Group |
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| Clients in Miami and across LatAm are rarely focused on just one issue in isolation. The strongest themes we are seeing are political uncertainty, succession planning, asset protection and tax transparency. For many internationally mobile families, political and regulatory change in their home jurisdictions is accelerating decision-making around where assets are held, how ownership is structured and who has control. Read more → |
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Citywealth Forum 2027 USA: Agenda |
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| 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. Read more → |
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Citywealth Forum USA 2026:Debating modern private wealth and private clients |
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| 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. Read more → |
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Citywealth Forum USA 2026: Francesca Boschini, Director and Head of International Wealth Planning, Deutsche Bank Wealth Management |
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| Francesca Boschini contributed a private banking and insurance planning perspective, drawing on more than 25 years’ experience advising international families on cross border wealth structuring. The discussion focused largely on Mexico and Brazil, the region’s largest economies, where tax reform, transparency, and cross border structuring are reshaping how families manage wealth. Read more → |
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Citywealth Forum USA 2026: Nina Heindel Baumbach, Senior Manager, Tax Services, RSM US |
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| Nina Heindel Baumbach brought a tax perspective to the discussion, with particular focus on Brazil and the practical realities of cross border planning. Her remarks reinforced the shift outlined by other speakers, but in more direct terms: the scope for complex structuring has narrowed, and planning now operates within clearer limits. Read more → |
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| “Manuel Chavajay: Xojowi ja qa tee ruachulew” (Mother Earth Dances)
First person institutional exhibition of the Tz’utujil Maya artist . Read more → |
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| With Strong Support, It Can’t Wait Campaign Exceeds $8M Goal
Lowcountry Land Trust announce the completion of the It Can’t Wait Campaign. Read more → |
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| Photo book: America Through the Lens of Robert Frank
On the 100th anniversary of the birth of influential photographer. 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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| Peter Goddard, Founder, IMG Trust. View his profile here. |
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| David Lambotte, Founder, Virdaris. View his profile here.
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| Alfred Ip, Founding Partner, Hugill & Ip. View his profile here. |
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Citywealth Membership spotlight |
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| JTC delivers expert fund, corporate, and private client solutions, built on a culture of ownership, accountability and excellence. |
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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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