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This in-depth discussion between Christopher Zander and Justin Miller uncovers crucial steps of wealth planning surrounding a business sale. A major topic of discussion emphasizes the importance of early tax and estate planning, asset protection, and preparing both the wealth and the family for long-term success.
Justin is a Partner and the National Director of Wealth Planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning, and family governance issues. He additionally serves as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company.
Prior to joining Evercore in 2021, Justin was a national wealth strategist for 10 years at BNY Mellon. He previously was a managing director at Wells Fargo and began his career as a tax attorney at Sidley Austin.
Justin is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.
Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® designation and CERTIFIED FINANCIAL PLANNER™ certification and is a member of the State Bar of California.
Chris is the President and CEO of Evercore Wealth Management and Evercore Trust Company, N.A., responsible for the overall strategic direction and management of the firm in serving families, foundations, and endowments across the United States.
Chris joined Evercore in 2008 as a founding partner at Evercore Wealth Management and the Chief Wealth & Fiduciary Advisor. He was named President of Evercore Trust Company in 2017, President of Evercore Wealth Management in 2019, and CEO of both Evercore Wealth Management and Evercore Trust Company in 2020.
Chris previously headed the U.S. Trust Multi-Family Office, leading teams across the country in providing ultra high net worth clients and their families with investments, wealth planning and fiduciary services.
As CEO of Evercore Wealth Management and Evercore Trust Company, Chris continues to advise clients across the United States.
Chris received a B.A. in Political Science from Columbia University and an M.B.A. in Finance from Fordham University. He is an Advisory Board member of The UHNW Institute and the Northwell Health estate planning committee, and the former Chairman of the Executive Committee of the Trust Management Association.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
