Christina M. Baltz

Partner | New York


Secretary Sunshine Paculor

Christina is a partner in the private client and tax team.

She advises global families and their family offices on technically sound strategies to achieve their wealth planning, tax, and governance objectives across generations and jurisdictions. She works with US and international individuals, family offices, and trustees on tax, estate planning, family and corporate governance, and related legal matters. She also advises financial institutions on trust, compliance, and wealth planning solutions for private clients.

Christina has extensive experience in wealth management and structuring, having led teams at JP Morgan and UBS. She previously practiced as a corporate and estate planning attorney at Cravath, Swaine & Moore and as a partner at Cadwalader, Wickersham & Taft. Her background across leading law firms and financial institutions gives her a broad perspective, enabling her to design and implement effective, practical solutions that meet clients’ complex, evolving needs.

Headshot of Christina M. Baltz

Me in a minute

I love working with individuals around the world and listening to the stories of their lives

What I love most about my work is being helpful to my clients. I studied English literature at college, and before attending law school I worked in advertising and at a fashion magazine. I chose those professions because I like to write. Living in Manhattan being a top priority at the time (as it continues to be today) and writing and analysis being activities I enjoy, I determined that practicing law would be a good fit and a profession in which I could succeed and be happy.

Talks

  • 'Will AI Transform or Replace the Estate Planning Industry?,' Financial Advisor IQ, Trust & Will Summit, Guiding Generations: The Future of Estate Planning - October 23, 2025, speaker
  • 'Multi-Jurisdictional Family Offices and Private Investors,' The US-Mexico Chamber of Commerce: Wealth Management Roundtable - October 17, 2024, speaker

  • 'US Pre-Immigration Planning for Founders of Privately Held Businesses: Tricks, Tips & Traps to Avoid,' STEP New York event - June 5, 2024, speaker

  • 'Checklist 2020: Cross border estate planning in an election year,' Withersworldwide webinar - October 14, 2020, co-presenter

  • 'Withers talks: families and family office | Ep 5 - Asset protection for children including trusts and prenups,' Withersworldwide podcast - September 24, 2020, speaker

  • 'Succession Planning Through Co-Ownership,' International Wealth Advisors Forum 2.0 (Tourrettes, France) - May 16, 2019

  • 'How Does US Tax Reform Impact investments Abroad? FATCA and CRS,' ABA International Conference (Mexico City) - November 8, 2018

  • 'Tax Reform and the Family Office,' Withersworldwide New York - June 7, 2018

  • 'Investment and Tax Strategies for Family Offices and Private Investors in an Age of International Uncertainty,' Private Asset Management and EisnerAmper - June 14, 2017

  • 'LatAm Trust Webinar,' Amicorp Academy - May 24, 2017

  • 'US Immigration for the Ultra High Net Worth Families: What's Hot, What's Not', Expert Webcast - May 2016

  • 'Legal Parameters - Surviving in a Landscape of Heightened Regulation, Disclosure and Compliance', New York Business Group Global Private Wealth Forum, New York - April 12-13, 2016

  • 'Trusts for Multinational Families: Navigating the Tangled Tax and Regulatory Compliance Web', Delaware Bankers Association 10th Annual Delaware Trust Conference, Wilmington - 26-27 October 2015

  • 'Women in Wealth Management', Markets Group Private Wealth Latin America & The Caribbean Forum 2015, Miami - 20-22 October 2015

  • '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 - 19-20 November 2014

  • '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 - 23-24 October 2014

  • '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 Caribbean Forum 2013, Miami 24-25 - October 2013

  • 'Growing Wealth in Latin America', Latin Markets Latin America Family Office Forum, São Paulo, 14-15 June 2012

  • 'Delaware as a Jurisdiction For International Planning: Past, Present and Future', Delaware Bankers Association 5th Annual Delaware Trust Conference, Wilmington - November/December 2010

  • '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 - 15-17 November 2010

Admissions

  • State of New York, 1991

  • Registered Foreign Lawyer in the UK, 2016


Education

  • Barnard College, Columbia University, B.A.

  • Tulane Law School, magna cum laude, Order of the Coif, J.D.

  • Articles Editor Tulane Law Review

  • New York University , LL.M. (Taxation)


Languages

  • English

Memberships

  • Vice Chair of the International Private Client Committee of the American Bar Association International Law Section

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


Key dates

  • Year joined: 2016
  • Year became partner: 2016