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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.
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About The Speaker
Partner, National Director of Wealth Planning
San Francisco
Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director of Evercore Trust Company. He advises individuals and multi-generational families on sophisticated estate, taxation, trust, and wealth planning strategies, working collaboratively with clients, accountants, attorneys, and other advisors. Justin began his career as a tax attorney at Sidley Austin and has more than 25 years of wealth planning experience.
Recognized for his contributions to the field, Justin is a Fellow of the American College of Trust and Estate Counsel (ACTEC), a Life Fellow of the American Bar Foundation, and an adjunct professor at Golden Gate University. He is a frequent speaker at leading industry conferences, has authored articles on estate and tax planning, and has been quoted by the media.
Justin has served in leadership roles with the American Bar Association, ACTEC, the California Lawyers Association, and the San Francisco Estate Planning Council. His contributions to the profession have been recognized with the V. Judson Klein Award from the California Tax Bar, the Outstanding Conference Speaker Award from the California Society of CPAs, and induction into the Estate Planning Hall of Fame® by the National Association of Estate Planners & Councils.
Justin earned a B.A. with honors from the University of California, Berkeley, and both a J.D. and an LL.M. in Taxation from New York University School of Law. He is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Estate Planner® (Distinguished), and a member of the State Bar of California.
President & CEO
New York
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 Northwell Health Cardiovascular Institute, the Northwell Health estate planning committee, the UHNW Institute and the former Chairman of the Executive Committee of the Trust Management Association.
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