ws logo Tuesday, 21 July 2026

Akerman hires former Citi executive to expand family office practice

5 min read

Law firm Akerman appointed former Citi Private Bank executive Adam von Poblitz as partner and chair of its family office practice on 15 July 2026, strengthening its advisory capabilities for ultra-high-net-worth (UHNW) families with increasingly complex cross-border wealth planning needs.

Based in Miami, Adam is a nationally recognised authority on domestic and international wealth planning and a trusted advisor to some of the world’s most sophisticated families and family offices. He brings nearly three decades of experience counseling UHNW individuals, multigenerational families, private trust companies, and charitable organisations on the complex legal, tax, governance, and succession issues that accompany substantial wealth. His arrival further strengthens Akerman’s ability to serve clients with increasingly global assets, family members and business interests.

Before joining Akerman, Adam spent nearly two decades at Citi Private Bank, culminating in his role as global head of wealth advisory for the global family office group. There he advised leading families and family office executives on the structures that govern significant wealth across generations and jurisdictions, and led teams developing wealth planning strategies for U.S. and international clients at the intersection of tax, trust, governance, succession, and cross-border regulation. During his tenure at Citi, he also served as global head of cross-border wealth planning, head of Citi Trust North America, and head of estate planning.

The appointment comes as family offices multiply worldwide and the largest intergenerational transfer of wealth in history gets underway, trends that are driving demand for coordinated legal, tax, and governance counsel in California, New York, and, more recently, in South Florida, which has emerged as a leading hub for family offices and private capital.

“Adam is a premier adviser in the family office space, with an extraordinary track record guiding families through the preservation, governance, and transfer of significant assets across generations and borders,” said David Blum, Tax Practice Group chair. “Our clients face increasingly complex domestic and international tax, investment, succession and governance challenges. Adam’s experience advising family offices and globally connected families significantly enhances our ability to serve private clients whose needs extend well beyond traditional estate planning.”

Over his career, Adam has advised families with substantial operating businesses, investment portfolios, private trust structures, philanthropic enterprises and international holdings. He is particularly well known for helping families align legal and tax planning with broader objectives relating to stewardship, legacy, family continuity, and long-term wealth preservation.

Adam also offers distinctive experience advising collectors, fiduciaries, and institutions on the planning, succession, and tax considerations associated with significant art collections. His formal training in fine and decorative arts, combined with extensive trusts and estates experience, allows him to provide strategic counsel on the stewardship and transfer of valuable cultural assets.

Adam focuses his practice on estate, gift, and generation-skipping transfer tax planning; income tax planning; cross-border and international estate planning for U.S.-connected clients; trust and estate administration; business succession planning; premarital planning; and philanthropic and charitable planning.

“Today’s wealthy families face challenges that are more international, interconnected, and multigenerational than ever before,” said Adam. “Family members are more mobile, assets are more global, and generational transitions are arriving faster than ever. Akerman’s platform allows me to help families and family offices meet those challenges comprehensively, across planning, governance, succession, and philanthropy, in the United States and around the world.”

Before moving in-house, Adam practiced trusts and estates law at prominent New York law firms, where his work encompassed sophisticated estate planning, estate administration, probate and fiduciary litigation, and art law.

A sought-after speaker on wealth planning topics, Adam regularly presents at industry conferences and professional forums in the United States and internationally. 

Akerman has long advised private clients, family offices, family-owned enterprises, fiduciaries, and closely held investment vehicles on the sophisticated legal and business issues that accompany multigenerational wealth. Drawing on the firm’s nationally recognised capabilities across tax, trusts and estates, corporate, real estate, finance, litigation, international, executive compensation, and regulatory matters, the family office practice provides coordinated, relationship-driven counsel that helps families navigate complex decisions involving governance, succession, investment structures, and cross-border planning while supporting the long-term stewardship of their businesses, assets and legacies.

Re-disseminated by Wealth and Society



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