Cambridge Forum on Private Wealth Law

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.
 

Yeonah Park is a seasoned professional with extensive experience in managing international events for one of the largest professional services of accounting and consulting firms. With a bachelor’s degree in Commerce from the Toronto Metropolitan University, she has honed her skills in event management and thrives in dynamic environments. Yeonah is a CMP Certified Meeting Professional, demonstrating her commitment to excellence in the field.

Yeonah brings her passion for learning and dedication to excellence, poised to make significant contributions to the team’s success. Outside of the office, she enjoys road cycling, travelling, and spending quality time with family and friends.
 

Charlyne holds a Bachelor’s Degree in Communications from Wilfrid Laurier University and a Diploma in Event Marketing from George Brown College. Over the years, she has successfully planned and executed a wide range of corporate and social events, gaining expertise in creating memorable and seamless experiences. Charlyne is passionate about fostering meaningful connections and making a lasting impact through her work. As a Forum & Event Coordinator, she brings this passion to life by curating engaging events that inspire and connect people.

Outside of work, Charlyne enjoys staying active by taking fitness classes, indulging in great food, and cherishing time with family and friends. She is always on the lookout for new experiences to enrich both her professional and personal life, continuously striving for growth and creativity.