Cambridge Forum on

Private Wealth Law

May 15 - 17, 2024 Atlanta, Georgia
Received an invitation or already a member of the Forum? Login to view further details.
Forum

Overview

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.

2024 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

  • Jeffay Chang Capital Group Private Client Services New York, NY
  • Michael M. Gordon Gordon, Fournaris & Mammarella, P.A. Wilmington, DE
  • Shaheen I. Imami Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Chattanooga, TN
  • Mark R. Parthemer Glenmede 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.

  • Michaelle D. Rafferty Maupin, Cox & LeGoy Attorneys at Law Reno, NV
  • Mike Schlect Deloitte Tax LLP San Francisco, CA
  • David A. Stein Withers Bergman LLP New Haven, CT
  • Laura A. Zwicker Greenberg Glusker LLP Los Angeles, CA

Forum Director

  • Brenna Knought Forum Director Cambridge Forums Toronto, ON [email protected] M: +1 437 216 3124

    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.

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

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.

STILL UNSURE?

Learn why people return year after year

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

Brenna Knought

Forum Director

Telephone

+1 437 216 3124

Email

[email protected]Email Brenna

Video Overlay
Account Login Log in to view your upcoming forums, download materials, update your personal information and more.
Reset Password Enter the email address associated with your account, and we’ll email you a link to reset your password.
Password Reset Email Sent An email has been sent to . Follow the directions in the email to reset your password.
Set Your Password to Log in An email has been sent to . Follow the directions in the email to set your password and log in.
Two-Factor Authentication A message with a verification code has been sent to your device. Please enter the code to continue.
Two-Factor Authentication An email with a verification code has been sent to you. Please enter the code to continue.

Terms of Use

The Site is for your personal use only. As a condition of your use of the Site, you agree:

 

  1. To keep your registration and contact information up to date at all times;
  2. To keep your password for the Site and any Communities confidential and not to share any such password with any person or entity;
  3. Not to use the Site for any purpose that is unlawful under applicable law, or prohibited by these Terms of Use;
  4. Not to defame or disparage any person or entity, or make comments of an obscene, derogatory or offensive manner or otherwise use the Site or its Content in a way that brings us or any third party into disrepute, or causes us to be liable to any third party;
  5. Not to reverse engineer, decompile, copy, modify, distribute, transmit, license, sublicense, display, revise, perform, transfer, sell or otherwise make available to any third party or otherwise publish, deep-link, create derivative works from, or exploit in any way the Site or its Content except as permitted by us under these Terms of Use, the Communities Terms of Use or any Rules;
  6. Not to use the Site to distribute viruses or malware or other harmful software or HTML code or other similar material;
  7. Not to represent or suggest that we endorse any other business, product or service unless we have separately agreed to do so in writing; and,
  8. That you are solely responsible for all costs and expenses you may incur in relation to your use of the Site and shall be solely responsible for keeping your password and other account details confidential.

 

We reserve the right to terminate, prevent or suspend your access to the Site if you do not comply with any part of these Terms of Use, the Communities Terms of Use, any Rule or any applicable law.

 

Please review the Website Terms of Use for details on Ownership, Use and Intellectual Property Rights, Trade-marks, Software, Submitting Information to the Site, Communication with Us or Other Users, Accuracy of information and availability of the Site, Hyperlinks and Third-Party Sites, Warranties, Limitation of Liability, and Cookies.

 

By clicking “I Agree”, you agree to be bound by these Terms of Use and the other terms, conditions, and documents referred to in them. If you do not agree with or accept any of these Terms and Conditions, you should cease using the Site immediately. If you have any questions about the Site or these Terms of Use, please contact [email protected].