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Partner, Chief Wealth & Fiduciary Officer
Specialism: Financial Advisory & UHNW Services Family Wealth Advisory
Company: Evercore Wealth Management
Location: New York, USA
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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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Average client size: £5 million - £25 million
Fixed fee offering: No
Number of offices globally: More than 5
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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.