Christopher Tate

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Christopher F. Tate is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank in Chevy Chase, Maryland.   In this role, Chris focuses on multi-generational estate planning and advising business owners on pre-sale and business succession planning, as well as providing all clients with tax-minimization and retirement planning strategies, risk management, insurance and philanthropy. 

Chris also coordinates with each client’s team of advisors to oversee and implement aligned recommendations and conduct periodic reviews that can help clients monitor progress on their financial strategies and estate plans.

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2017, Chris was a senior fiduciary advisory specialist with Wells Fargo Private Bank.  Before that, Chris spent 15 years as an estate planning attorney for several national and D.C.‐area law firms, and with his own law firm in Middleburg, Virginia.  (In his role as a Wealth Strategies Advisor at the Private Bank, he does not practice law.)  Throughout his career, Chris has counseled clients on a wide range of matters including estate, gift and generation‐skipping transfer tax planning, dynasty trust planning, fiduciary issues, trust and estate administration, business succession planning, and charitable planning.
 
Chris earned a juris doctor from George Mason University School of Law, where he was editor-in-chief of the Law Review.  He also holds a masters degree from George Mason University International Institute and a bachelor’s degree from the University of Virginia.  A licensed attorney in Virginia and the District of Columbia, Chris is a member of the Trusts and Estates Section of the Virginia Bar and a member of the Washington, D.C. Estate Planning Council.

 

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.