Dates: May 15 - 17, 2024
Location: Atlanta, Georgia
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.
The Steering Committee, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Mr. Parthemer is a Managing Director for TIAA, responsible for working with ultra high net worth clients and their advisors to develop practical and efficient wealth transfer and holistic financial plans. He joined TIAA, a Fortune 100 financial services firm, in 2021, after serving for 17 years as Senior Fiduciary Counsel at Bessemer Trust. Prior to that, he was in private law practice in Pennsylvania and Florida, finishing as a Trust and Estate partner with Duane Morris LLP. He also spent several years at PricewaterhouseCoopers and was involved in private businesses.
Mr. Parthemer is a nationally recognized speaker and frequently published author. He is an ACTEC Fellow, serving on the Program, Digital Assets and Estate and Trust committees, and is in leadership of the Real Property Trust and Estate Section of the American Bar Association, the Florida Bankers Association (Board Member; Past Chair Legislation Committee) and the Florida and Pennsylvania Bar Associations. He is an Associate Editor and Columnist for the Journal of Financial Service Professionals, member of Synergy Summit (Past President), the Palm Beach County Estate Planning Council (Board Member), and the Palm Beach Tax Institute. He was awarded the 2014 Article of the Year from the American Bar Association’s Probate & Property magazine and named the Florida Bankers Association 2015-2016 Banker of the Year.
He frequently is faculty for the University of Miami’s prestigious Heckerling Institute, was an Adjunct Professor, Widener University School of Law, and guest lectures at the Dickinson School of Law and the LLM programs at the University of Miami School of Law and the University of Florida Levin College of Law. He has been quoted in the Wall Street Journal, Barron’s, NY Times and MONEY Magazine, and has been honored by Best Lawyers in America with their Lifetime Achievement Award.
He earned a J.D. from The Dickinson School of Law, B.A. and B.S. degrees in philosophy and government from Franklin and Marshall College, conferred status of an Accredited Estate Planner, and completed MBA Phase I curriculum.
Brenna joins Cambridge Forums with 20 years of experience in events, fundraising, and development. She has spent most of her career in the music industry, working for the Canadian Academy of Recording Arts & Sciences, overseeing the planning of high-profile events like the JUNO awards. Most recently, she launched a successful national advocacy campaign for the live music sector resulting in significant relief funding from the federal government. Her early career involved raising funds and executing events for non-profit organizations and foundations, including the University of Toronto and the Ireland Fund of Canada. Brenna looks forward to her role as Forum Director to blend her experience and passion for bringing people together and fostering meaningful connections. She is a mother of two, a fitness enthusiast, and is best known for her sense of humour.
Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders who advise HNW & UHNW American families on estates, trusts and tax law.
"The Forum is a fantastic, discussion-based opportunity to consider important substantive issues and best practices across multiple jurisdictions. It is invaluable and very fun."Stephen T. Dyer Section Chair - Private Clients Baker Botts LLP Houston, TX
"The opportunity to hear from other individuals working in the private wealth space in an open discussion is something I have not experienced at any other conference. This feels more like a study group, but with the highest caliber professionals from across the country. It's the best of both worlds: high quality continuing legal education with the opportunity to ask questions and participate in the dialogue."Michael L. Van Cise Partner Arnall Golden Gregory LLP Atlanta, GA
"Collaborating with colleagues around the nation has been invaluable to my practice and continues to be the reason I come back every year."Michaelle D. Rafferty Shareholder Maupin, Cox & LeGoy Reno, NV