Contact
28+
Years of
Experience
Christopher Tate
team page

Christopher F. Tate

J.D.

Partner, Wealth Strategist

Washington, D.C.

Christopher Tate linkedin page

202.571.5785

Responsibility

After many years of practicing law, Chris brings to his Fidelis clients his in-depth, practical experience in wealth planning, advanced estate planning, and cash-flow planning.  Chris works with clients to create tax-efficient strategies for the transfer of wealth between generations, income replacement plans for clients in transition, and wealth plans that consider the varied and often complex needs of each family member.

Prior
Positions

  • 6 years at Bank of America Private Bank (and U.S. Trust) as a Wealth Strategies Advisor
  • 6 years at Wells Fargo Private Bank as a Fiduciary Advisory Specialist
  • 15 years advising clients on basic estate planning, advanced estate and gift tax planning, generation-skipping transfer tax planning and estate administration in the practice of law

Credentials

  • J.D., George Mason University School of Law
  • M.A., International Transactions, George Mason University
  • B.A., French Language, University of Virginia

Personal
Profile

Chris grew up in Middleburg, VA. He currently resides in Cabin John, MD, with his wife Kathy, their son, four dogs, and their cat. Chris also has two daughters, one residing in Washington, D.C., and the other in Dana Point, CA. Chris enjoys running along the C&O Canal and traveling.

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