Christopher Tate

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Christopher F. Tate is a Senior Vice President and Senior Wealth Strategist at Bank of America Private Bank. In this role, Chris helps clients pursue their individual goals in financial and estate planning, wealth transfer, intergenerational planning, tax-minimization strategies, risk management, and philanthropy. Chris coordinates with his clients’ team of advisors and conducts periodic reviews to help clients monitor progress on their financial 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. Prior to that, Chris was an estate planning attorney for 15 years for several national and DC‐area law firms, and with his own law firm in Middleburg, Virginia. 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 his Juris Doctor from George Mason University School of Law, his Master of Arts from George Mason University International Institute, and his Bachelor of Arts from the University of Virginia. Chris is a licensed attorney in Virginia and in the District of Columbia. He is a member of the Trusts and Estates Section of the Virginia Bar, and he is a member of the Washington, DC Estate Planning Council.

Chris does not provide legal or tax advice in his role at Bank of America Private Bank.

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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.