Joshua Rubenstein, Partner and Global Chair of Private Wealth at Katten, discussed the growing complexity of litigation, ageing and mental capacity during the litigation and capacity panel at the Citywealth Forum 2026, highlighting the rise in lifetime disputes, the legal realities of diminished capacity and the increasing importance of communication and documentation within wealthy families.

As UK inheritance tax rules expand and US policy evolves, advisers are reassessing how internationally mobile families should approach wealth, residence and succession planning.

The Great Wealth Transfer: Strategies for Succession, Legacy and Wealth Generation As Americans enter the “Great Wealth Transfer,” with an estimated $84 trillion or more expected to pass to younger generations over the next two decades, family business owners face critical decisions regarding business succession and continuity. This advisory outlines […]

The Great Wealth Transfer: Strategies for Succession, Legacy and Wealth Generation As part of the “Great Wealth Transfer,” privately owned businesses with an aggregate value estimated at $10 trillion or more are expected to change hands. Many of these businesses will be sold to a third-party buyer. Early, thoughtful preparation […]

This week’s 60 seconds Citywealth Leaders List interview is dedicated to Joshua Rubenstein, Partner and National Chair at Katten Muchin Rosenman.

From Trump’s bonus depreciation to Canada’s abandoned luxury tax, policy is shaping private aviation.

Italy has attracted growing numbers of high-net-worth individuals and families relocating from abroad, including a significant and ongoing proportion from the United States.

Is politically charged art an asset or a liability for artists, collectors and institutions?

Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.

Recent events, from the death of Charlie Kirk, which leaves questions over foundation succession, to the investigations surrounding Mike Lynch’s fatal yacht accident, and the sudden passing of actor Matthew Perry, underline the unpredictable nature of loss.

A high-net-worth playbook for equine assets: costs, legal traps, tax angles and the rise of data-driven breeding. stubbs whistlejacket is a famous painting of a racehorse

The superyacht calendar reaches its peak with the Cannes and Monaco Yacht Shows, where the world’s leading shipyards, brokers, and owners converge.

Art has increasingly come to be seen not only as a source of personal enjoyment but as a meaningful component of financial and estate planning.

A word from Karen Jones, the founder of Citywealth. The beginnings through to now.

As the UK faces a potentially tax-heavy Autumn Budget and the US prepares for sweeping sunset changes to estate tax laws, top lawyers and accountants share which rules they praise, which they condemn, and what reforms could reshape private client work in 2025.

Passion investing has emerged as a captivating trend for wealthy individuals seeking to blend personal interests with financial portfolios.

What Is OBBBA and Why It Matters for Global Wealth.

The world is getting older and richer. There are now more than 800 million people aged over 65 globally, a figure expected to surpass 1.5 billion by 2050, according to the United Nations.

The Intersection of Art, Activism, and the Value of Protest. We hear that a court ruled that graffiti works were protected under the Visual Artists Rights Act of 1990 in New York and the developer was ordered to pay the maximum amount of statutory damages of $6.75 million.

A case that reignited debate on trust control and governance

Since our 2024 report on sanctions and Red Notices, the UK has taken a firmer line – and unwinding a designation has become harder.

Meet Joshua Rubenstein, Chair at Katten Muchin Rosenman, providing integrated wealth management services for high-net-worth individuals.

Joshua Rubenstein – Chair
Katten Muchin Rosenman 
Partner and National Chair

At Citywealth, we shine a spotlight on the exceptional individuals and firms driving innovation, excellence, and integrity in private wealth management and global client services.

How private equity is fuelling a sports industry revolution: from legacy clubs to women’s leagues.

Bermuda’s Vision: Stability meets smart regulation.

Partner & National Chair of Private Wealth at Katten Muchin Rosenman LLP, New York.

As collectible cars gain ground as serious investment-grade assets, ultra-high-net-worth individuals (UHNWIs) are increasingly turning to advanced wealth structures to manage and preserve their automotive portfolios.

Globally, family succession of ultra-high-net-worth (UHNW) estates is defined by challenges around inheritance planning, intergenerational trust, jurisdictional complexity, and wealth preservation.

For generations, the last will and testament has played a vital role in estate planning, offering a structured way for individuals to set out how their assets should be distributed after death.

From billionaire trust battles to contested marriages, private wealth litigation is soaring. Legal experts explain the forces driving this global trend and how families can protect themselves.

This week’s 60-second piece is dedicated to Ronni Davidowitz, a partner in Katten Muchin Rosenman’s private wealth department.

Quick insight series with Joshua Rubenstein, Partner, National Chair, Private Wealth at Katten Muchin Rosenman

Join the debate: In-person – 13th May – The Citywealth Forum

In an era of geopolitical shifts and economic uncertainty, high-net-worth individuals and professionals are reassessing their long-term residency plans. Immigration trends are evolving rapidly, with Dubai, Italy, Monaco and even the UK, appearing as key destinations.

Gary Ashford, Tax Partner who is a non-lawyer, at Harbottle with expertise in contentious tax and who has previously worked at HMRC. “Clearly, with the end of the Non-Dom system many of those Non-Dom’s are now looking for new ‘homes’. 

Freeports have been around since the 1800s, providing importers with a way to store goods and defer taxes. But in the world of high-value art, they have become more than just storage facilities

International Women’s Day is a focal point in the women’s rights movement.

John Collins III has joined Katten’s distinguished Private Wealth practice as a partner in the Dallas office.

Abu Dhabi’s transformation into a global financial powerhouse is emblematic of the Middle East’s broader economic renaissance. As Abu Dhabi Finance Week 2025 showcases the city’s financial and cultural influence, the strategic manoeuvres by Dubai, Riyadh, and Tel Aviv highlight a region poised for sustained growth.

The landscape of insurance for ultra-high-net-worth individuals and their luxury assets—ranging from yachts and private jets to expansive art collections and international real estate portfolios—is undergoing a seismic shift.

Trust law and regulation have seen substantial updates across jurisdictions as countries adapt to international tax standards, transparency mandates, and evolving demands from high-net-worth individuals. Below is a summary of recent key developments in several leading trust jurisdictions, highlighting regulatory, tax, and legislative changes that shape wealth structuring and management.

Joe Biden, the former US president at 81 years of age, was recently targeted by Donald Trump who raised concerns about his age, including his cognitive state, during and after the 2020 United States presidential election.

Whatever you think about Elon Musk and Donald Trump, they made a fair point in their recent YouTube missive.

Mike Lynch, a notable tech entrepreneur and co-founder of US data software company Autonomy Corporation, faced numerous legal and financial complexities in the final years of his life.

The agenda of this year’s Citywealth Forum was created with the unprecedented change the wealth management industry has been seeing in mind. Across a range of panels, our speakers and delegates came together to understand the unforeseen.

On 15 May, Citywealth celebrated its annual Magic Circle Awards alongside the best and brightest of the private wealth industry. Read on for notes from the night, the numbers from our work with Magic Breakfast, and interviews with some of the evening’s winners.

This week, Citywealth takes a deep dive into the complex world of litigation. We speak to litigators across multiple jurisdictions, ranging from trusts to family to commercial specialisms, to uncover the reasons behind the rise in litigation levels.  

The Citywealth Powerwomen Awards USA 2024 took place last night in New York City, at the Deutsche Bank Centre in the heart of Manhattan.

This week’s 60-second piece is dedicated to Kathryn von Matthiessen, Partner at Katten Muchin Rosenman.

With the ‘debt crisis’ and 2024 Presidential election commanding the news outlets’ attention, we asked experts working in the US market to help us to not only uncover the reality behind the big headlines, but reveal the things might not be hearing about when it comes to impacts on the wealth management market.

Citywealth hosted Forum to discuss the topic. In many ways, one could say, what else is there to add when this topic has been chewed over by many and over several years?

Citywealth puts under the spotlight some of the Powerwomen Awards 2023 shortlisted individuals who had a successful career progression.

A roundup of all the features published on Citywealthmag.com from April to June 2022 – from features around estate planning and the US art market, in-depth interviews to some of the winners of the Magic Circle Awards 2022 and Brand Management and Reputation Awards 2022 and much more.

Citywealth put under the spotlight the outstanding individuals who won a GOLD Award at the Magic Circle Awards 2022, learning more about their career journey and what it takes to be successful in what you do.

Citywealth is pleased to present the Top 100 International Private Client Litigation Lawyers, a top-rated list of the ‘need to know’ people in the litigation industry based on recommendations from clients and peers.

Citywealth speaks to Ronni Davidowitz, partner in the Private Wealth Department of Katten Muchin Rosenman, who represents clients for pre- and post-mortem gift and estate planning, estate and trust administration and estate and trust controversies.

With financial analysts trying to predict what 2022 will look like globally, Citywealth placed a magnifying glass on the United States, talking about its wealth trends.

But what does it mean to collaborate with Citywealth in the long run? Our dear Joshua Rubenstein, New York-based attorney, who has been with us for 15 years as a lead sponsor, agreed to share some of his thought regarding our long, fruitful collaboration

The International Academy of Estate and Trust Law, was established in 1975 and now has members in 41 countries.

Citywealth conducted a research programme over several months to create a Top trust litigator list fit for purpose. One of the key questions asked was: who has impressed you most during current or past litigations? Their answers have revealed a list of peer recommended litigators who have negotiated

Katten Muchin Rosenman announced today that Matthew Sperry is the newest member of the Trusts and Estates department at the firm.

With Christmas round the corner, Citywealth asked Joshua Rubenstein at Katten Muchin Rosenman, Richard Hart at Pinsent Masons and Fred Clark Boodle Hatfield to share with us their letter to Santa.

Joshua Rubenstein, national head of trusts and estates and national chair of private client services at Katten Muchin Rosenman says Brexit is having an impact on Europe.

Joshua Rubenstein, National Head of Trusts & Estates of Katten Muchin Rosenman, also talks about how US sport stars protect their image rights.

Joshua Rubenstein, national chair of the Private Client Services group at Katten Muchin Rosenman, comments on the US presidential candidates.

As well as co-leading Katten Muchin Rosenman’s New York office which is amongst the most renowned law firms in the USA for private client work, Rubenstein has received many accolades in his career. He has been named as a top 100 New York super lawyer and a top 100 US attorney

As well as co-leading Katten Muchin Rosenman’s New York office which is amongst the most renowned law firms in the USA for private client work, Rubenstein has received many accolades in his career. He has been named as a top 100 New York super lawyer and a top 100 US attorney by the Robb R