This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Forum Overview
Dates: April 30 - May 2, 2025
Location: Charleston, SC
The Steering Committee welcomes a select group of up to 48 preeminent fiduciary litigators from across the United States. Each participant specializes in assisting HNW and UHNW clients in resolving disputes relating to their estates. This Forum provides an opportunity to explore common concerns, exchange ideas and resolve challenges faced on behalf of these clients.
Using candid, seminar-style discussion, the group identifies trends and developments in their varied jurisdictions for meaningful dialogue on the most interesting and provocative issues of the day.
2025 Steering Committee
Committee Chair
Committee Members
Forum Directors
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 helping HNW and UHNW clients resolve disputes relating to their estates.
SPONSORING THIS FORUM
The Steering Committee would like to thank the following sponsor for their support of the Cambridge Forum on Private Wealth Litigation.
Please click the logo below to learn more about our Sponsor.
For more information please contact:
Jennifer Karrels Menzie
President, Chief Operating Officer, and Corporate Counsel
Thank you to our Sponsor
We are pleased to announce that Cumberland Trust will once again be hosting participants for a special Reception and Dinner on Thursday, May 1, 2025 at 6:30 p.m. We would like to thank Cumberland Trust for their continued support of the Cambridge Forum on Private Wealth Litigation.
Cumberland Trust is an independent trust company experienced in guiding the wealth transfer process to help families protect their legacies. Founded in 2001, we provide high-touch trust and estate administration tailored to our clients’ unique needs. We’re not your typical trustee; we’re an administration-only trustee, and that’s what makes us exceptional.
With Cumberland Trust, our clients have the freedom to work with their chosen financial advisor, estate planning attorney, accountant, and other advisors. This means they are in control to keep their team of trusted advisors in place. As trustee, we round out the client’s team of experts. Because we are singularly focused on premier trust and estate administration, we are able to support clients with complex assets and intricate family dynamics.
Cumberland Trust has redefined trust and estate administration. As a trusted partner in navigating the complexities of family wealth, we have surpassed $8 billion in assets under administration with ten offices serving clients nationwide. For more information, visit cumberlandtrust.com.
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