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Christopher Zander

President & CEO

Specialism: Financial Advisory & UHNW Services Family Wealth Advisory

Company: Evercore Wealth Management

Location: New York, USA

New York’s wealthy start planning early in election year

Many New Yorkers are still digesting the impact of a change made as part of President Trump’s reforms in 2017.

Chris Zander, CEO of Evercore Wealth Management, says: “The New York tax environment is challenging, especially since the elimination of all but $10,000 in state and local tax deductions. All of our clients are focused on tax efficiency, in their wealth planning and portfolio construction, and a number of our clients are considering a change in domicile, notably to Florida.”

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Citywealth rating

4
Average: 4 (2 votes)
Fee Level:
4
Average: 4 (2 votes)
Quality of Advice
4
Average: 4 (2 votes)
Communications Skills
4
Average: 4 (2 votes)
Interpersonal Skills
4
Average: 4 (2 votes)
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Peer review:

Chris is a real pro and a straight shooter - he has a great deal of experience in the HNW and UHNW markets and works hard for his clients. Five stars.

Aline Sullivan    Lexicon Associates   
13 Sep 2018

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2017 

Christopher Zander currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: No

Evercore Wealth Management

Number of offices globally: More than 5

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Peer review:

Chris is a real pro and a straight shooter - he has a great deal of experience in the HNW and UHNW markets and works hard for his clients. Five stars.

Aline Sullivan    Lexicon Associates   
13 Sep 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Christopher Zander currently has no reviews

Advising on pre and post-transaction planning - for example acting for a serial venture investor evaluating a late-stage start-up. He knew that his current financial position was sufficient to meet his long-term lifestyle objectives and was looking for opportunities to transfer wealth to his heirs. Upon identifying the next promising investment opportunity, he directed 50% of the initial $2 million investment in the start-up to a grantor- retained annuity trust, or GRAT, for three years, which he believed was a reasonable time frame for the firm to realize its potential.

The company went public through an initial public offering, or IPO, and substantially increased in value during that time. At the termination of the GRAT, $15 million in stock was successfully distributed to three grantor trusts for his adult children, free of gift tax.