Private Wealth Law

Forum Overview

Dates: May 6 - 8, 2026

Location: Denver, CO

The Steering Committee welcomes 48 senior lawyers, trustees, private bankers and CPAs, 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.

2026 Steering Committee

This elite group, 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

Jeffay Chang is a Senior Trust and Estate Specialist for Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Before joining our firm, Jeffay spent six years as Senior Vice President and National Team Lead Trust Advisor at City National Bank. He served as Executive Vice President and Trust Strategist at The Goldman Sachs Trust Company for the 12 years before that and held earlier positions at UBS Financial Services and United States Trust Company of New York.

Jeffay received his JD from Fordham University School of Law and his bachelor’s from Brandeis University (cum laude). He is a former board member of the Estate Planning Council of New York, and a member of STEP (formerly known as the Society of Tax and Estate Practitioners). Jeffay serves as vice chair of the board of The Picture House, was a board member of the Pelham Art Center and is the former board chair of the Chinese Language School of Connecticut.

Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, you should always consult with an independent legal and/or tax advisor regarding your individual circumstances.

Jeffay is based in our New York office.

Forum Director

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.

"The Forum is a fantastic, discussion-based opportunity to consider important substantive issues and best practices across multiple jurisdictions. It is invaluable and very fun."