Chris Zander Quoted on Tax-Efficient Investing by Barron’s Penta




Evercore Wealth Management Chief Wealth Advisory Officer Chris Zander was interviewed by Penta, the Barron’s publication for high net worth investors, on tax-efficient investment strategies.

The article focused on private placement policies that allow investors to place alternatives, such as hedge funds and credit arbitrage strategies, into potentially tax-advantageous life insurance wrappers. Frequent trading associated with these strategies can incur significant capital gains and other taxes, however.
“If you have a strategy that generates 8% to 12%, if you live in New York you may lose half of that to tax,” Zander said.
“Private placement products are very effective tools, but not for the faint of heart – they generally require significant investments,” he added.
To read the article on the Barron’s subscription site, visit
For further information on tax efficient investment strategies at Evercore Wealth Management, contact Chris Zander at