Christina M. Baltz

Partner

  • Education: Barnard College, Columbia University, B.A. • Tulane Law School, magna cum laude, Order of the Coif, J.D. • New York University , LL.M. (Taxation)
  • Admitted: State of NY, 1991 • Registered Foreign Lawyer in the UK, 2016
  • Year joined: 2016
  • Year became partner: 2016

Overview

Christina works with global families to develop and implement innovative and technically accurate planning strategies that address clients’ wealth planning, corporate and family governance, charitable planning and family office needs and objectives, across generations and borders. More specifically, she has advised domestic and international individuals, family offices, business owners and charitable organizations on tax, estate planning, governance and other legal issues, and has advised financial institutions on trust and compliance issues and estate planning products for private clients.  

Christina has substantial experience in wealth management and structuring, having headed teams at UBS and JP Morgan, as well as working as an estate planning attorney at Cravath, Swaine & Moore and as a partner in that practice at Cadwalader, Wickersham & Taft. Her experience working at leading law firms and financial institutions has informed her wide-ranging perspective on clients' requirements and the most effective ways in which to create and implement tailored solutions for them.

Publications and speaking engagements

  • Panelist, "Investment and Tax Strategies for Family Offices and Private Investors in an Age of International Uncertainty," Private Asset Management and EisnerAmper,  June 14, 2017.
  • Co-presenter, "LatAm Trust Webinar," Amicorp Academy, May 24, 2017.
  • Speaker,"How the Industry Can Improve Its Service Delivery to Women Investors," High Net Worth and Family Wealth Conference, Philadelphia, PA, December 1, 2016.
  • Panelist, " Getting It,"  Withers Bergman Women & Wealth Forum, New York, NY, November 14, 2016.
  • Panelist, "Legal Parameters - Surviving in a Landscape of Regulation, Disclosure and Compliance," New York Business Group Global Private Wealth Forum, Miami, FL,  November 3-4, 2016.
  • Panelist, "US Immigration for the Ultra High Net Worth Families: What's Hot, What's Not," Expert Webcast, May 2016. Click here to listen.
  • Panelist, Legal Parameters – Surviving in a Landscape of Heightened Regulation, Disclosure and Compliance, New York Business Group Global Private Wealth Forum, New York, NY,  April 12-13, 2016.
  • Panelist, Trusts for Multinational Families: Navigating the Tangled Tax and Regulatory Compliance Web, Delaware Bankers Association 10th Annual Delaware Trust Conference, Wilmington, DE, October 26-27, 2015.
  • Panelist, "Women in Wealth Management," Markets Group Private Wealth Latin America & The Caribbean Forum 2015, Miami, FL, October 20-22, 2015.
  • Facilitator for two Roundtables, "Succession planning: how to fulfill the complex and differing needs of multi-generation family members," and "Empowering your trustee: institutional trustees vs. family members and ensuring positive relationships," Terrapinn Private Banking Latin America & Americas Family Office Forum 2014, Miami, FL, November 19-20, 2014.
  • Panelist, "Succession Planning: Sustaining Wealth through Generations in Latin America; Transitions are a difficult path for families -- how can the next generations overcome the traps of this process?," Latin Markets Private Wealth Latin America & The Caribbean Forum 2014, Miami, FL, October 23-24, 2014.
  • Panelist, "Wealth Planning: Tax, Trust & Estate Structures – How do Private Wealth Management firms from across the region ensure that wealth is preserved for future generations?," Latin Markets Private Wealth Latin America & The Carribbean Forum 2013, Miami, FL, October 24-25, 2013.
  • Panelist, "Growing Wealth in Latin America," Latin Markets Latin America Family Office Forum, São Paulo, June 14-15, 2012.
  • Panelist, "Delaware as a Jurisdiction For International Planning: Past, Present and Future," Delaware Bankers Association 5th Annual Delaware Trust Conference, Wilmington, DE, November 30-December 1, 2010.
  • Panelist, "Estate Planning for the Latin American HNWI: Mega-trends in global estate planning and taxes; Ensuring that wealth is passed effectively with minimal tax paid; Choosing the best people to manage your estate and ensure G2 and G3 members will continue the family legacy," Terrapinn Private Banking Latin America & Americas Family Office Forum 2010, Miami, FL, November 15-17, 2010.

Highlights

  • Top 30% shortlist for the Cityweatlh Power Women Awards 2016
  • Citywealth Top 100 Wealth Advisors & Managers List – North America 2005

 

Memberships

  • Planned Giving Advisory Committee of The Museum of Modern Art in New York

On a personal note

Christina adores Venice in winter and Paris any day of the year.

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