Citywealth Leaders List: Top 25 Florida Advisors and Managers 2026

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.
For international families, there is growing interest in bringing wealth structures onshore and using domestic dynasty trusts and directed trusts in established US trust jurisdictions, including Delaware, South Dakota, Nevada and Wyoming. Political and economic uncertainty in parts of Latin America is adding to that momentum, while changing tax and reporting requirements and the treatment of digital assets are creating further complexity. The Top list reflects a community of advisers helping families navigate this shift towards US based structures while managing wealth across generations and borders.

Read the Florida article here

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Ana M. Nuñez
Senior Managing Director, Private Client Advisory
Northern Trust Corporation
Andrew Schultz
Managing Director Private Wealth Management, Senior Portfolio Management Director, Private Wealth Advisor
Morgan Stanley
Andy Morgan
CEO
Affinity Group
Barry A. Nelson
Trusts & Estates Attorney Florida | Asset Protection & Estate Planning
Nelson & Nelson
Catherine Lapadula
Managing Director/Market Executive
UBS Wealth Management
Cathy Alexander
Private Client Relationship Manager
TD Wealth
Delia Espinosa-Narus
Senior Vice President–Wealth Management
UBS Wealth Management
Ernesto Argüello
Banker
J.P. Morgan Private Bank
Flavio Hojda
Senior Executive Managing Director - Head of Private Banking Miami
Safra National Bank
Francesca Boschini
Head of International Wealth Planning - DB Wealth Management Americas
Deutsche Bank
James A. Osteen
Principal, Estate & Trust
Kaufman Rossin
Jennifer Wioncek
Partner
Bilzin Sumberg
Julie Neitzel
Partner
WE Family Offices
Kathleen Braica
Principal
Baker Tilly
Lisette Cooper
Vice Chair
Fiduciary Trust International
Maria Tyler
Regional Director
Bessemer Trust
Maria Pia Buchi
Deputy CCO
Ascentium Group
Maria Elena Lagomasino
CEO and Managing Partner
WE Family Offices
Randy Macpherson
Office Managing Director
Andersen
Richard M. Goldstein
Chair, Tax & Private Wealth
Bilzin Sumberg
Ross Saia
Partner
Evercore Wealth Management
Sarah Jacobson
Partner
Day Pitney
Shelly Wald Harris
Partner
Shutts & Bowen
Stewart Kasner
International Tax Attorney for Non-US Families, Partner
Holland & Knight
Tomas Alonso
Managing Director, Head of Commercial- Americas
ZEDRA