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Joshua Rubenstein Comments on the State of the Private Client Industry

Firm News | January 14, 2016

National head of the firm's Trusts and Estates practice, Joshua Rubenstein was quoted by Citywealth on family businesses and the private client industry. Josh stated, "I believe that the private client and wealth management industries worldwide are going to continue to see dramatic changes in several areas, such as rising tax rates and concerted tax enforcement efforts among countries. We will also see rapidly evolving social views of marriage, gender equality and family structure, as well as concerns for personal and physical security and protection of assets." He also noted some of the major challenges facing the industry, including "how, and even whether, to attempt to keep family enterprises intact." ("Family Businesses Will Review Exit Strategies," January 14, 2016)

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