Citywealth's new Transatlantic Select list maps the US–UK advice corridor

Citywealth has published its Top 30 Transatlantic Select: Advisors and Managers 2026, a new addition to its Leaders List series that names professionals who advise clients whose lives and money straddle the United States and the United Kingdom. The list featured in the publication’s weekly briefing on 22 July.

The selection covers law, tax, accountancy and investment management. Citywealth says those named have shown “consistent excellence in private client work” and are recognised for technical skill, integrity and service to clients. Among them are David Livitt of Blick Rothenberg, Joshua Rubenstein and Ronni Davidowitz of Katten, Gretchen Beall Schumann of Schumann LLC, Francesca Boschini of Deutsche Bank, Jonathan Gold of W1M and Patricia Angus of Angus Advisory Group.

Why a transatlantic list now

The work these advisers do has grown into a specialism of its own: cross-border estate planning, dual tax compliance, and trust structuring that has to satisfy two regimes at once. Citywealth frames the list as a response to rising demand as more families and entrepreneurs operate across both jurisdictions.

The UK’s move from a domicile-based to a residence-based tax system on 6 April 2025 has given the corridor fresh urgency. Non-domiciled families and their advisers have reopened arrangements that had stood for years, and some have weighed whether to move altogether. Pressure runs the other way too: US citizens carry filing obligations wherever in the world they live, so a family with an American member, or an American buying into London, needs advice that answers to both tax authorities rather than one.

What the list signals

Citywealth compiles its Leaders Lists through nomination and editorial review rather than paid entry. For a family choosing an adviser, that distinction is the point. A ranking that cannot be bought works better as a shortlist than one that can.

The names on a list like this also tend to recur across the independent directories, from Chambers and the Legal 500 to Spear’s. An adviser recognised by several unrelated sources is a stronger signal than one carried by a single title, because the sources are checking each other without meaning to.

For families with a foot in each market, the harder problem is rarely finding a competent lawyer or a capable wealth manager in isolation. It is finding advisers who work together across the two systems without leaving gaps between them. A list drawn specifically around that corridor is a useful starting map, so long as the reader treats it as a shortlist to test rather than a verdict to accept.