Christopher F. Tate, J.D., joined Fidelis Capital in September 2023, bringing with him more than 27 years of experience. As Partner and Wealth Strategist, Chris specializes in wealth planning, advanced estate planning and cash-flow planning, delivering comprehensive strategies to Fidelis Capital’s ultra-high-net-worth families and institutions. His focus lies in creating tax-efficient wealth transfer solutions spanning generations, income replacement plans for clients undergoing transitions and wealth strategies tailored to the unique and intricate needs of each family member.
His professional journey includes roles as Wealth Strategies Advisor at Bank of America Private Bank (and U.S. Trust) for six years and Fiduciary Advisory Specialist at Wells Fargo Private Bank for an additional six years. Prior to that, he dedicated 15 years to practicing law and advising clients on diverse legal aspects, including advanced estate and gift tax planning, generation-skipping transfer tax planning and estate administration.
Chris holds a Juris Doctor from George Mason University School of Law, a Master of Arts in International Transactions from George Mason University and a Bachelor of Arts in French Language from the University of Virginia. His multidisciplinary background uniquely positions him to provide Fidelis Capital clients with a holistic approach to navigating the complexities of wealth management and estate planning.
Phone: 202-571-5807 | Website: www.fideliscapital.com
LinkedIn: www.linkedin.com/company/fidelis-capital-partners-llc
