Cambridge Forum on Private Wealth Law 2024 | Cambridge Forums Inc. | 15 May 2024 | TBA, Atlanta, Georgia
Venue
TBA
TBA, Atlanta, Georgia
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| Event Date | Wed May 15 EDT - Fri May 17 EDT (7 months ago) |
| Location |
TBA
Atlanta, Georgia |
| Region | Americas |
Details
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.
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.
Speakers
2024 Speakers
COMMITTEE CO-CHAIRS:
Sarah MacLeod
Lane Powell PC, Seattle, WA
Justin Miller
Evercore, San Francisco, CA
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 Trust Company, Palm Beach, FL
Michaelle D. Rafferty
Maupin, Cox & LeGoy Attorneys at Law, Reno, NV
Mike Schlect
Deloitte Tax LLP, Seattle, WA
David A. Stein
Withersworldwide, San Francisco, CA, New York, NY & New Haven, CT
Laura A. Zwicker
Greenberg Glusker Fields Claman & Machtinger LLP, Los Angeles, CA