Citywealth is a leading wealth management magazine connecting UHNW families and private client advisors through our Leaders Directory, awards, sustainability insights and membership community.
Citywealth Leaders List: Top 20 Citywealth Powerwomen New York 2026
America’s wealthiest families are rarely connected to one state alone. Michael Dell, John and Laura Arnold, Fernando De Leon and the Bass family have all built their principal fortunes or businesses in Texas while retaining investments, family offices, philanthropy, property or cultural interests in New York.
Citywealth Leaders List: Top 50 Texas Wealth Advisors and Managers 2026
Texas is attracting wealthy families, entrepreneurs and companies, drawn by its lack of state income tax, relatively low living costs and strong business environment. Oil and gas remain important sources of wealth, particularly in Houston, but the state’s economy has become much more diverse. Private equity, property, technology, healthcare, aerospace, manufacturing and energy infrastructure now contribute to a broader wealth market.
Dolly Parton, a life of music, enterprise and giving
Dolly Parton, who died on 25 August 2026 aged 80, will be remembered as one of America’s most distinctive entertainers, as well as a successful businesswoman and major philanthropist.
The Texas billionaires with deep ties to New York
As we have found in New York, Chicago and California, America’s billionaires are rarely tied to a single place. They may move their primary residence or establish a new base in Texas while maintaining homes, businesses, family offices and professional networks in the places where their fortunes were first built.
Latest Private Wealth Features
Oil has shaped private wealth in Texas for generations. But advisers say the state’s wealth is becoming more diverse and more international, bringing new questions around cross-border estates, succession and family governance.Read more
Meet Citywealth’s Top 75 California wealth advisors, private-client lawyers, investment managers and family-office specialists for 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). Read more
California Dreaming: Wealth at Scale: 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.Read more
The solar eclipse economy spans eclipse glasses, hotels, tourism, cruises and specialist travel. The 2026 solar eclipse has again shown how a few minutes of darkness can generate millions in spending and create lucrative opportunities for businesses positioned in the path of totality.Read more
Events & Awards
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.
Citywealth Forum 2027 USA: Agenda
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.
Awards, Forum & Club News
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
Voting closes 4th September 2026.Read more
Deadline for submissions 9th October 2026.Read more
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
Citywealth Weekly: 26th August 2026
In today’s issue: American Summer at Citywealth: Oil, money and migration: how Texas wealth is changing. The Texas billionaires with deep ties to New York. Dolly Parton: a life of music, enterprise and giving. Citywealth Leaders List Released: Top 50 Texas Wealth Advisors and Managers 2026 and Top 20 Citywealth Powerwomen New York 2026.
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.
Citywealth Weekly: 12th August 2026
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 Weekly: 5th August 2026
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.
Explore the Citywealth Leaders List to find top private wealth advisors, trustees and lawyers serving UHNW families and family offices worldwide.
Leaders List Interviews and Insights
Citywealth Leaders List, 60 seconds interview – Andy Moore CPA, CLA – Clifton Larson Allen LLP
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Andy Moore CPA, Principal at CLA – Clifton Larson Allen LLP. Andy has more than 25 years of experience providing tax services to ultra high net worth individuals, family offices, corporate executives, and owner-operated businesses. He has a BBA and Masters in Accounting from Abilene Christian University.
Citywealth Leaders List, 60 seconds interview – Anthony Villis, First Wealth
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Anthony Villis is Managing Director and Co-Founder of First Wealth, a UK financial planning firm he co-founded in 2009.
Citywealth Leaders List, 60 seconds interview – Perveen Hill, Withers – London
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Perveen Hill, Partner at Withers, London.
Citywealth Leaders List, 60 seconds interview – Abbie West-Kelsey, Kingsley Napley
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Abbie West-Kelsey, Tax Manager at Kingsley Napley. Her work spans UK personal tax, tax compliance and long‑term wealth planning. She built her career at leading accountancy firms Blick Rothenberg and BDO, advising individuals and trusts on a wide range of tax issues.
Citywealth Quick Insight Series
This week’s Citywealth Quick Insight Series on Digital Assets Trends is dedicated to Roland Jones, Chief Executive and Managing Director of The Axebridge Group, Barbados.Read more
This week’s Citywealth Quick Insight Series on Digital Assets Trends is dedicated to Juan Francisco Pardini, Managing Partner, Pardini & Asociados, Panama.Read more
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
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 Sustainability Insights highlight sustainable investing, philanthropy and climate leadership in private wealth management.
Sustainability in Wealth Management — Insights & Experts
40 Years of Impact: Ella C. McFadden’s Lasting Gift to Tarrant County
Ella C. McFadden was a devoted philanthropist whose generosity continues to make an impact on lives across Tarrant County.
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.
With Strong Support, It Can’t Wait Campaign Exceeds $8M Goal
Lowcountry Land Trust is proud to announce the successful completion of the It Can’t Wait Campaign.
Broughton Sanctuary Launches Flagship Women’s Gathering
First ‘Sanctuary of She’ blends transformational retreat with immersive festival.
Luxury Lifestyle and Art News
Season three of the Dallas-favorite social series promises expanded access to art and partnerships with the city’s leading culture and entertainment institutions. read
Founded in 2012, Untitled Art is a leading contemporary art fair taking place annually on the sands of Miami Beach and in downtown Houston. Guided by a mission to support the wider art ecosystem, Untitled Art offers an inclusive platform for discovering contemporary art that prioritizes collaboration within each aspect of the fair. read
The Kosovar artist to receive a $100,000 prize for his contribution to the field of sculpture.read
Retired NASA astronaut, engineer & NFL football player. Thursday, 10th September. Doors open at 5:30 p.m. Event begins at 6:15 p.m.read
Citywealth Leaders List – Top-rated Lists
Citywealth Leaders List: Top 20 Citywealth Powerwomen New York 2026
America’s wealthiest families are rarely connected to one state alone. Michael Dell, John and Laura Arnold, Fernando De Leon and the Bass family have all built their principal fortunes or businesses in Texas while retaining investments, family offices, philanthropy, property or cultural interests in New York.
Citywealth Leaders List: Top 50 Texas Wealth Advisors and Managers 2026
Texas is attracting wealthy families, entrepreneurs and companies, drawn by its lack of state income tax, relatively low living costs and strong business environment. Oil and gas remain important sources of wealth, particularly in Houston, but the state’s economy has become much more diverse. Private equity, property, technology, healthcare, aerospace, manufacturing and energy infrastructure now contribute to a broader wealth market.
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.
Latest Top Recommended Lists
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.View the list
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.View the list
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
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
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