Overview
Dates: May 18 - 20, 2022
Location: New Orleans, Louisiana
The Steering Committee welcomes 48 senior lawyers, trustees, private bankers and CPAs, within the age cohort of 40 to mid-50, who advise HNW & UHNW American families on estates, trusts and tax law.
Using candid, seminar-style discussions at this annual meeting, the group examines trends and developments in every jurisdiction across a multitude of disciplines. Participants are able to engage in meaningful dialogue about the most pressing issues facing their clients and build valuable networks of like-minded peers.
2022 Steering Committee
The Steering Committee, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Committee Co-Chairs
Committee Members
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Jeffrey F. Daly Managing Director Goldman, Sachs & Co. LLC Los Angeles, CA
Jeff is a member of the Goldman Sachs Family Office team within the Investment Management Division. He works with Private Wealth Management clients across the country, primarily those in the Western United States. Jeff joined Goldman Sachs in 2000 in the Houston office and transferred to Los Angeles in 2002. He was named managing director in 2004. Jeff’s experience includes developing and implementing innovative strategies to assist his clients in meeting their income tax, estate tax, and financial planning goals. He has written articles and delivered speeches addressing various issues impacting high net worth individual taxpayers and family groups. Prior to joining the firm, Jeff spent nine years with Arthur Andersen in Houston in the Private Client Services Group as a senior tax manager. Jeff previously served on the board of the Goldman Sachs Trust Company. He is past chairman of the Parish Council at St. Martin of Tours Church and is a current board member of Chrysalis, a nonprofit organization based in Los Angeles. Jeff earned a BS in Economics from the Wharton School of the University of Pennsylvania.
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Sarah MacLeod Shareholder Lane Powell PC Seattle, WA
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Justin T. Miller Partner and National Director of Wealth Planning Evercore Wealth Management San Francisco, CA
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Kathryn A. Muldoon Partner Quarles & Brady LLP Milwaukee, WI
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Mark R. Parthemer Managing Director Wealth Planning Strategies TIAA Palm Beach, FL
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Alyse N. Pelavin Managing Partner, Deputy Chair, Trusts and Estates Loeb & Loeb LLP Los Angeles, CA
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Douglas D. Robb Managing Director, Washington National Tax Estate, Gift & Trust Services Deloitte Tax LLP Houston, TX
Doug has more than 25 years of professional practice designing and implementing strategies that achieve the personal and charitable objectives of many of the firm’s most wealthy clients. He has extensive experience with high net-worth individuals, executives, and closely-held business owners.
Doug’s special areas of expertise include charitable trusts, generation-skipping tax, individual and fiduciary income tax, estate administrative and international estate planning. Doug has participated in the design and implementation of high-value estate planning ideas for numerous families. He also has assisted many
executives and business owners with financial and income tax planning.Professional Affiliations
Attorney – TexasEducation
Bachelor of Business Administration, Texas A&M University, May 1986
Doctor of Jurisprudence, South Texas College of Law, May 1989 -
Gordon P. Stone, III Partner Kozusko Harris Vetter Wareh Duncan LLP New York, NY
Forum Director
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Kate Ross Forum Director Cambridge Forums Toronto, ON [email protected] M: +1 437 971 6813
Kate has a background in social services where she treated youth with complex mental health and addictions issues. Her role involved developing detailed, treatment-focused program plans and seeing them through to completion. Kate brings many years of experience in the service industry to her role at Cambridge Forums. In her spare time, Kate enjoys good food and wine, all things true-crime related, and dance parties with her kids.
Built on genuine interactions and spontaneous connections, the Forum is a unique opportunity for practical discussions among preeminent leaders who advise HNW & UHNW American families on estates, trusts and tax law.
"The Forum was unlike any program that I have ever attended. I found it to be very beneficial. The open dialogue between participants kept everyone engaged. It felt much more like a conversation than a typical CLE."
Michael M. Gordon Director Gordon, Fournaris & Mammarella, P.A. Wilmington, DE"The Forum was excellent and exceeded my expectations. Terrific group of practitioners with high-level technical and practical experience and all willing to share their perspective."
Jeremy B. Crickard Partner Sullivan, McGibbons, Crickard & Associates, LLP San Diego, CA"The format of the Forum is so unique. It encourages participants to be open with their planning concerns and solicit real time advice and suggestions. It is a great opportunity to hear from peers, gain perspectives, understand issues and opportunities available in other states, and truly build relationships."
Cynthia D.M. Brown President Commonwealth Trust Company Wilmington, DE
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