Forum on

Private Wealth Law

May 18 - 20, 2022 New Orleans, Louisiana
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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 Members

  • 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.

  • Sarah MacLeod Shareholder Lane Powell PC Seattle, WA
  • Justin T. Miller Partner and National Director of Wealth Planning Evercore Wealth Management San Francisco, CA
  • Kathryn A. Muldoon Partner Quarles & Brady LLP Milwaukee, WI
  • Mark R. Parthemer Managing Director Wealth Planning Strategies TIAA 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.

  • Alyse N. Pelavin Managing Partner, Deputy Chair, Trusts and Estates Loeb & Loeb LLP Los Angeles, CA
  • 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 – Texas


    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

  • 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.

CONNECT. ENGAGE. EXCEL. This is a different event. Unlike any you've attended.

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.

Sponsoring This Forum

The Steering Committee would like to thank the following sponsors for their support of the Forum on Private Wealth Law.

Please click the logo below to learn more about our Sponsor.

Learn More


Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Kate Ross

Forum Director


+1 437 971 6813


[email protected]Email Kate

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The Forum on Private Wealth Law is scheduled to take place from May 18 – 20, 2022, at the Windsor Court Hotel in New Orleans, Louisiana. Please see our COVID-19 Precautions page for details on our commitment to safety.

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