Leaders List Selector
Best of the best directory of industry stars, rising talents & leading companies in private wealth management

Manage your profile

Let 38,000 visitors find you. With 172,000 page views, Citywealth enables UHNW clients and charities to review your services quickly.

Click to review the options

Upgrade profile options
close X
Search Lawyers

Joshua Rubenstein

Partner and National Chair, Private Wealth Department

Specialism: Lawyers Tax Contentious Trusts Estate Planning

Company: Katten Muchin Rosenman

Location: New York , USA

Three words that describe me: Private Wealth decathlete 

What do clients and peers say of Joshua Rubenstein: "Unequalled in high profile client advice. Perceptive, conciliatory and innovative in turning around difficult client matters to their clients longterm advantage."   

https://www.leaderslist.co.uk/lists/top-professionals/introduction-citywealths-top-100-trust-litigators-and-polymaths

Latest intelligence and articles from Katten Muchin Rosenman

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.

Read on

Citywealth rating

4.916665
Average: 4.9 (15 votes)
Fee Level:
4.666665
Average: 4.7 (15 votes)
Quality of Advice
5
Average: 5 (15 votes)
Communications Skills
5
Average: 5 (15 votes)
Interpersonal Skills
5
Average: 5 (15 votes)
Leave a star rating & review
X

Please make sure you fill in all the fields marked with an asterisk *

Peer review:

Josh is a global giant of international trust litigation and estate planning. He needs no introduction but for what it's worth I consider him to be the global leader in the field.

12 Feb 2021

Peer review:

He is the very best in Estate Planning.

Ellen S. Baker    Baker Aurora LLC   
14 Jan 2020

Peer review:

I consider Josh to be a premier advisor for international private client matters. He is highly regarded by ACTEC Fellows as a go -to counsellor. I would not hesitate to entrust my own affairs to Josh.

14 Jan 2020

Peer review:

Josh is consummate professional. He is comfortable dealing with the myriad of issues that a private wealth advisor must help a client negotiate. He is creative and is laser focused on the critical issues that need to be addressed as well as the risk/rewards of alternative approaches. The Josh that you talk to is the Josh you see on stage; there is no pretension. He is genuinely interest in assisting peers. He is self- assured but not pompous. He is a valued colleague who values working with others.

11 Apr 2019

Private client review:

I am a lawyer in the family office of a wealthy family. Twice I have asked Joshua to represent one of our family members in a complicated trust matter. In all instances his work product was excellent, the family members involved were very happy with the representation and the other professionals in this office found him not only highly professional but also easy to work with.

11 Apr 2019

Institutional client review:

Josh has given his time for the benefit of a significant number of not-for-profit organizations, large and not so large. The quality of his presentations is first rate plus.

11 Apr 2019

Private client review:

Josh Rubinstein is top of the hill and a credit to his profession

03 Apr 2019

Peer review:

Joshua’s knowledge of the law is staggering. But that is not all. He is able to relate that specific legal knowledge to the whole body of the Western cannon. He also has fabulous people skills. All in all, Joshua is an incredible lawyer.

Ephraim Rubenstein    Rubenstein Fine Arts   
01 Apr 2019

Private client review:

My experience with Josh and my clients has always been great. I would recommend Josh to any client!

Sandy Lesser    Oppenheimer & Co Inc   
01 Apr 2019

Peer review:

Josh is very knowledgeable and personable. He is always looking to be at the forefront of the latest strategies and information about changes that will impact his clients. He has a way of keep each client feeling like they are his most important client.

Ella Newman    PH Robb Legacy Alliance   
11 Mar 2019

Peer review:

JOSHUA IS A PREMIER INTERNATIONAL TRUSTS & ESTATES LAWYER. HE IS PEER RESPECTED AND APPRECIATED BY HIS CLIENTS. HIS GUIDANCE IS ALWAYS EXCELLENT AND IS BACKED BY SUBSTANCE.

Andrew Weinstein    Holland Knight   
08 Mar 2019

Peer review:

Superlative . A true expert in the private client field . His years of experience and his first rate knowledge make him the go to attorney in the US for all private client matters . At the very peak of the profession .

Andrew Young    Balmor Family Office Advisory , Dubai   
08 Mar 2019

Peer review:

Josh has been a source of calm perspective and prudent planning for our peripatetic family of artists. He keeps us focused on the important planning matters without sacrificing attention to detail, and his knowledge of the law and estate best practice is second to none.

06 Feb 2018

Peer review:

Joshua is one of the most brilliant, ethical and hard working Private Client Lawyers I have had the pleasure to work with. Maintenance of wealth is one of its strengths and an impecable legal practice.

Miguel Jáuregui-Rojas    Jáuregui y Del Valle, S.C.   
21 Nov 2017

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

next >
< back

profile (read)

reviews ()

case studies ()

average client size

contact details (view)

company profile

fixed fee offering

citywealth awards ()

commendations ()

In his widely respected practice, Joshua Rubenstein, national chair of the firm's Private Wealth practice, brings a variety of important services under one roof for high-net-worth individuals. He offers integrated planning, administration and litigation counseling for individuals, their estates and their businesses, all of it designed to preserve wealth over generations. His advice stretches as far as his clients' financial interests – locally, nationally and globally.

Joshua Rubenstein currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: No

Katten Muchin Rosenman

Charlotte
550 South Tryon Street
Suite 2900
Charlotte, North Carolina 28202-4213

p +1.704.444.2000
f +1.704.444.2050

Number of offices globally: 1-5

Katten Muchin Rosenman LLP, 575 Madison Avenue, New York, New York 10022-2585, USA

T: +1 212 940 7150

F: +1 212 940 7162

http://www.katten.com

Top 20 Men in Private Wealth Management 2020 Spring 2017 Top Star Rated: Top 50 editor's choice IWD 2019 Transatlantic Selection Citywealth's Top 100 trust litigators and polymaths Top 100 International Private Client Litigation Lawyers 2022

Peer review:

Josh is a global giant of international trust litigation and estate planning. He needs no introduction but for what it's worth I consider him to be the global leader in the field.

12 Feb 2021

Peer review:

He is the very best in Estate Planning.

Ellen S. Baker    Baker Aurora LLC   
14 Jan 2020

Peer review:

I consider Josh to be a premier advisor for international private client matters. He is highly regarded by ACTEC Fellows as a go -to counsellor. I would not hesitate to entrust my own affairs to Josh.

14 Jan 2020

Peer review:

Josh is consummate professional. He is comfortable dealing with the myriad of issues that a private wealth advisor must help a client negotiate. He is creative and is laser focused on the critical issues that need to be addressed as well as the risk/rewards of alternative approaches. The Josh that you talk to is the Josh you see on stage; there is no pretension. He is genuinely interest in assisting peers. He is self- assured but not pompous. He is a valued colleague who values working with others.

11 Apr 2019

Private client review:

I am a lawyer in the family office of a wealthy family. Twice I have asked Joshua to represent one of our family members in a complicated trust matter. In all instances his work product was excellent, the family members involved were very happy with the representation and the other professionals in this office found him not only highly professional but also easy to work with.

11 Apr 2019

Institutional client review:

Josh has given his time for the benefit of a significant number of not-for-profit organizations, large and not so large. The quality of his presentations is first rate plus.

11 Apr 2019

Private client review:

Josh Rubinstein is top of the hill and a credit to his profession

03 Apr 2019

Peer review:

Joshua’s knowledge of the law is staggering. But that is not all. He is able to relate that specific legal knowledge to the whole body of the Western cannon. He also has fabulous people skills. All in all, Joshua is an incredible lawyer.

Ephraim Rubenstein    Rubenstein Fine Arts   
01 Apr 2019

Private client review:

My experience with Josh and my clients has always been great. I would recommend Josh to any client!

Sandy Lesser    Oppenheimer & Co Inc   
01 Apr 2019

Peer review:

Josh is very knowledgeable and personable. He is always looking to be at the forefront of the latest strategies and information about changes that will impact his clients. He has a way of keep each client feeling like they are his most important client.

Ella Newman    PH Robb Legacy Alliance   
11 Mar 2019

Peer review:

JOSHUA IS A PREMIER INTERNATIONAL TRUSTS & ESTATES LAWYER. HE IS PEER RESPECTED AND APPRECIATED BY HIS CLIENTS. HIS GUIDANCE IS ALWAYS EXCELLENT AND IS BACKED BY SUBSTANCE.

Andrew Weinstein    Holland Knight   
08 Mar 2019

Peer review:

Superlative . A true expert in the private client field . His years of experience and his first rate knowledge make him the go to attorney in the US for all private client matters . At the very peak of the profession .

Andrew Young    Balmor Family Office Advisory , Dubai   
08 Mar 2019

Peer review:

Josh has been a source of calm perspective and prudent planning for our peripatetic family of artists. He keeps us focused on the important planning matters without sacrificing attention to detail, and his knowledge of the law and estate best practice is second to none.

06 Feb 2018

Peer review:

Joshua is one of the most brilliant, ethical and hard working Private Client Lawyers I have had the pleasure to work with. Maintenance of wealth is one of its strengths and an impecable legal practice.

Miguel Jáuregui-Rojas    Jáuregui y Del Valle, S.C.   
21 Nov 2017

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Joshua Rubenstein currently has no reviews

Joshua Rubenstein currently has no case studies