Top 30 Transatlantic Select: Advisors and Managers 2026

Citywealth is pleased to announce the publication of the Top 30 Transatlantic Select: Advisors and Managers 2026. The list recognises a group of professionals who have demonstrated consistent excellence in private client work across law, tax, accountancy and investment management. Each individual named has made a distinctive contribution to their field and is widely regarded for their technical skill, integrity and service to clients.

The number of Americans choosing to live and work in the United Kingdom has grown steadily in recent years. London in particular continues to attract entrepreneurs, financiers and internationally mobile families seeking a base in Europe. With that movement has come a parallel rise in demand for advisers able to navigate the legal, tax and investment implications of life across the Atlantic.

For US citizens abroad the position is unusual. The United States taxes its citizens on their worldwide income regardless of where they live, meaning Americans resident in the UK must still meet extensive US reporting and tax obligations. At the same time, the UK system brings its own complexities, from the treatment of overseas income and gains to inheritance tax exposure and the evolving rules affecting internationally mobile residents.

As a result, a specialist advisory market has emerged. Lawyers, tax advisers and wealth managers have built practices dedicated to the needs of clients whose lives and assets span both jurisdictions. Their work often involves coordinating cross-border estate planning, navigating dual tax systems, structuring trusts and investments that comply with both regimes, and supporting families whose financial affairs are increasingly international.

The inaugural Top 30 Transatlantic Select: Advisors and Managers recognises professionals working at the centre of this niche. As transatlantic mobility continues to shape the private wealth landscape, advisers with a deep understanding of both the US and UK systems are becoming an essential part of the support network for globally minded families.

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Alex Eichhorn
Managing Partner
Tanager Wealth Management
Alicea Castellanos
CEO & Founder
Global Taxes LLC
Amy Staehr
Partner
Long Reimer Winegar, Jackson
Andrew Aldridge
Tax Director, US Attorney
USTAXFS
Christopher Beauchamp
Director, US/UK Tax
Neptune Tax
Cynthia Brittain
International Tax Partner
Holland & Knight
Diana Zeydel
Global Chair, Private Wealth Services
Greenberg Traurig
Dina Kapur Sanna
Partner
Day Pitney
Gary Ashford
International Tax Partner
Harbottle & Lewis
Gary Donald
Wealth Manager
LGT Wealth Management
Gerard F. Joyce Jr.
Senior Counsel
Perkins Coie
James Sellon
Co-Founder, Managing Partner, Senior Wealth Manager
MASECO Private Wealth
Jennifer Jordan McCall
Co-leader of the Litigation, High Net Worth
Pillsbury
Jim Stidham
Partner, US/UK Private Client
Blick Rothenberg
Private: Jonathan Burt
Partner
Charles Russell Speechlys
Jonathan Gold
Executive Director
W1M
Josh Matthews
Co-founder and Managing Partner
MASECO Private Wealth
Joshua S. Rubenstein
Partner and National Chair, Private Wealth Department
Katten Muchin Rosenman
Kara Koerner
Private Wealth Services Attorney
Holland & Knight
Kathryn von Matthiessen
Partner
Katten Muchin Rosenman
Lucy Townsend
Partner, US/UK Cross Border Tax, Private Client Tax
EY
Matthew Pannell
Partner, US/UK Private Client Tax
Grant Thornton
Michael Lewis
Partner
EY
Mike McGregor
US/UK Financial Planner
Cross Border Financial Planning
Nimesh Shah
CEO
Blick Rothenberg
Paul Nixon
CEO
LGT Wealth Management US
Paul Rausch
Partner
JS Bongiovanni Company (JSBC)
Philip Teague
Executive Director
Cross Border Financial Planning
Private: Robin Rathmell
Founding Partner
RATHMELL SHORT LLP
Trevor Egan
Partner US/UK Tax
Buzzacott