As UK inheritance tax rules expand and US policy evolves, advisers are reassessing how internationally mobile families should approach wealth, residence and succession planning.
Read moreJoshua Rubenstein is a leading New York-based UHNW estate planning attorney with more than three decades of experience advising wealthy individuals, families, and family offices on complex succession and tax matters. Recognised globally as one of the foremost experts in private client law, he works with entrepreneurs, international families, and trustees to create robust estate and trust structures that preserve wealth across generations.
His practice focuses on cross-border estate planning, U.S. and international taxation, charitable giving, and dispute resolution involving trusts and estates. Joshua is particularly known for handling high-profile cases that involve multi-jurisdictional assets, sophisticated tax strategies, and sensitive family dynamics. He provides pragmatic yet innovative solutions tailored to ultra-high-net-worth (UHNW) clients whose needs extend beyond standard estate planning.
In addition to his advisory work, Joshua is a frequent speaker at global conferences and has published extensively on trust and estate topics. He has been quoted in leading financial and legal publications and regularly contributes thought leadership on emerging issues such as global mobility, family governance, and the evolving role of philanthropy in wealth management. His reputation for clarity, discretion, and technical expertise has earned him recognition in multiple international rankings and awards.
Joshua’s clients include prominent families, multinational business owners, private investors, and family offices seeking sophisticated strategies to safeguard and transition wealth. His ability to navigate the interplay of tax, law, and family considerations sets him apart as a trusted advisor in this specialist field.
Whether addressing complex U.S. estate tax issues, advising on charitable foundations, or structuring international trusts, Joshua brings both deep technical knowledge and a practical understanding of family dynamics. Based in New York, he continues to be a sought-after authority for UHNW clients and their advisors worldwide.
Read Joshua Rubenstein speaker thoughts at the Citywealth Forum
New York‘s wealthy start planning early in election year: New York‘s private wealth industry is flourishing as overseas billionaires continue to relocate to the city and domestic clients start looking at their structures in anticipation of the Presidential election in November.
Citywealth recognises Joshua S. Rubenstein as a leading authority in private wealth and estate planning law. With decades of experience advising ultra-high-net-worth families, he is known for precision, pragmatism and trust. As Partner and National Chair of Katten’s Private Wealth Department in New York, Joshua unites planning, administration and litigation under one practice. His global outlook, calm leadership and technical expertise continue to set the benchmark for international estate and trust law.
Citywealth recognises Joshua S. Rubenstein as one of the world’s leading authorities in private wealth and estate planning law. Based in New York, and with decades of experience advising ultra-high-net-worth families, he is known for his precision, pragmatism and trust. As Partner and National Chair of Katten’s Private Wealth Department, Joshua unites planning, administration and litigation under one practice. His global outlook, calm leadership and technical expertise continue to set the benchmark for international estate and trust law.
As UK inheritance tax rules expand and US policy evolves, advisers are reassessing how internationally mobile families should approach wealth, residence and succession planning.
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This week’s 60 seconds Citywealth Leaders List interview is dedicated to Joshua Rubenstein, Partner and National Chair at Katten Muchin Rosenman.
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From Trump’s bonus depreciation to Canada’s abandoned luxury tax, policy is shaping private aviation.
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Cayman update: As Cayman consolidates its role as a global centre for private wealth, family offices are navigating a changing landscape shaped by governance reform, ESG realism and the cautious integration of digital assets.
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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.
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Is politically charged art an asset or a liability for artists, collectors and institutions?
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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.
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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.
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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.
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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.
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A case that reignited debate on trust control and governance
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Meet Joshua Rubenstein, Chair at Katten Muchin Rosenman, providing integrated wealth management services for high-net-worth individuals.
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Partner & National Chair of Private Wealth at Katten Muchin Rosenman LLP, New York.
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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.
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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.
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