Katten Partner and Global Chair of the Private Wealth Practice, Joshua S. Rubenstein was recently featured in a Citywealth Leaders List Q&A.
The discussion covered Joshua's perspectives on his leadership role, trends he's observing among clients, the attributes of effective leadership and highlights of his career.
Regarding client concerns, Joshua noted a shift in focus toward asset protection amid uncertain times. "Increasingly, I am fielding requests from US-based clients on how to protect themselves, their families and their assets from unpredictable, capricious government behavior, whether that be to move assets, to create non-US structures, and/or to move themselves."
Joshua also emphasized the importance of flexibility and thorough documentation in today's planning environment. "Structures need to be more flexible than ever, and must include clearly defined mechanisms for making changes and spell out the process for doing so in advance. I also stress strong record-keeping and documentation, so that if decisions are ever reviewed, they can be understood in the context in which they were made."
When asked about leadership, Joshua highlighted listening as a critical skill. "Being a good listener builds trust and strengthens culture because it allows people to feel genuinely heard without interruption. Listening doesn't mean you have to agree with what is being said, but it shows you respect the other person and their perspective."
"Citywealth Leaders List, 60 second interview – Joshua Rubenstein, Katten," Citywealth, February 25, 2026