Financial research and analysis — UK Private Wealth Magazine Insights

Editor's Selection

UK–US Cross-Border Private Wealth Advisers

Practitioners advising families and individuals with connections to both the United Kingdom and the United States on tax, structuring and succession.

30 practitioners, listed alphabetically by surname (AZ). This is a selection, not a ranking: there is no order of merit, score or league table.

Gary Ashford

Head of Tax

Belluzzo International Partners

Christopher Beauchamp

Director, US/UK Tax

Neptune Tax

Cynthia Brittain

International Tax Partner

Holland & Knight

Jonathan Burt

Partner

Charles Russell Speechlys

Alicea Castellanos

CEO & Founder

Global Taxes LLC

Gary Donald

Wealth Manager

LGT Wealth Management

Trevor Egan

Partner US/UK Tax

Buzzacott

Alex Eichhorn

Managing Partner

Tanager Wealth Management

Jonathan Gold

Wealth Manager, Director

W1M

Gerard F. Joyce Jr.

Senior Counsel

Perkins Coie

Kara Koerner

Private Wealth Services Attorney

Holland & Knight

Michael Lewis

Partner

EY

Josh Matthews

Co-founder and Managing Partner

MASECO Private Wealth

Kathryn von Matthiessen

Partner

Katten Muchin Rosenman

Jennifer Jordan McCall

Co-leader of the Litigation, High Net Worth

Pillsbury

Mike McGregor

US/UK Financial Planner

Cross Border Financial Planning

Paul Nixon

CEO

LGT Wealth Management US

Matthew Pannell

Partner, US/UK Private Client Tax

Grant Thornton

Robin Rathmell

Founding Partner

RATHMELL SHORT LLP

Paul Rausch

Partner

JS Bongiovanni Company (JSBC)

Joshua S. Rubenstein

Partner and National Chair, Private Wealth Department

Katten Muchin Rosenman

Dina Kapur Sanna

Partner

Day Pitney

James Sellon

Co-Founder, Managing Partner, Senior Wealth Manager

MASECO Private Wealth

Nimesh Shah

CEO

Blick Rothenberg

Glenn Snow

US/UK Tax Director, Private Client Group

USTAXFS

Amy Staehr

Partner

Long Reimer Winegar, Jackson

Jim Stidham

Partner, US/UK Private Client

Blick Rothenberg

Philip Teague

Executive Director

Cross Border Financial Planning

Lucy Townsend

Partner, US/UK Cross Border Tax, Private Client Tax

EY

Diana Zeydel

Global Chair, Private Wealth Services

Greenberg Traurig

Discovery

Private Wealth Experts

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Related Adviser Index categories

Editor's Selections recognise individuals. Firms are researched separately in the organisation-level Adviser Index.

How this selection was made

Practitioners are reviewed and approved individually by the editorial team. Entries are alphabetical, unranked, reviewed each publication cycle and cannot be purchased. Read the methodology.