Overview
Dates: May 17 - 19, 2023
Location: Scottsdale, Arizona
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.
2023 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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Michael M. Gordon Director Gordon, Fournaris & Mammarella, P.A. Wilmington, DE
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Kathryn A. Muldoon Partner Quarles & Brady LLP Milwaukee, WI
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Mark R. Parthemer Chief Wealth Strategist and Florida Regional Director Glenmede Trust Company Palm Beach, FL
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.
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Alyse N. Pelavin Managing Partner, Deputy Chair, Trusts and Estates Loeb & Loeb LLP Los Angeles, CA
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Michaelle D. Rafferty Shareholder Maupin, Cox & LeGoy Reno, NV
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Michael Schlect Private Wealth Tax Leader for the Western United States Deloitte San Francisco, CA
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David A. Stein Partner Withers Bergman LLP New Haven, CT
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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 perhaps the best non-client professional experience I have ever had."
Stephen T. Dyer Section Chair – Private Clients Baker Botts LLP Houston, TX"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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