Joshua Rubenstein, national chair of the firm's Private Wealth practice, has been selected by Citywealth Leadership as one of New York's elite wealth management professionals.
In a city with the highest number of billionaires in the world, it stands to reason that some of the top wealth management and private client professionals are located there as well. For Josh, private wealth law is in his DNA, as a fourth generation trusts and estates attorney. Today, he has continued to follow the trend towards advising clients with global investment opportunities. "The most important lesson I learned on my career path is that giving advice to people the age of your parents, which to them is a role reversal, is hard enough on a good day; it is impossible if you don't listen before you advise."
Read "New York Wealth Management Professionals" in its entirety.
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Partner and National Chair, Private Wealth Department+1.212.940.7150
New York
