Anita Sarafa

Managing Director Midwest Wealth Advisor Team Lead

Chicago, IL

Biography

Anita Sarafa is a Managing Director and Midwest Wealth Advisor Team Lead in the Chicago office of J.P. Morgan Private Bank. Anita oversees a team of Wealth Advisors across the Midwest. She works with clients on their comprehensive estate planning needs and goals, including alternatives for tax-efficiently holding, managing and transferring their wealth to family members and charities. Anita is also a resource on family office formation, family governance issues, next generation education, and family meetings.

Anita speaks and writes nationally on topics related to sophisticated estate planning techniques, multi-state estate planning, charitable giving and tax planning, and has been featured in The New York Times, Dow Jones, Business Week, The Wall Street Journal, Barron’s, The Chicago Tribune, CLTV and other local and national media.

While she currently does not practice law or give legal advice at J.P. Morgan, Anita is admitted to practice in Illinois as an attorney and a fellow of the prestigious American College of Trust and Estate Counsel (ACTEC). She is past president of the Chicago Estate Planning Council, a 650 member professional organization, a planned giving advisory board member to the Ravinia Festival, a Garden Heritage Society Ambassador for the Chicago Botanic Garden, a member of the Legacy Partners of the Ann & Robert H. Lurie Children’s Hospital of Chicago and a member of the WTTW and WFMT Planned Giving Advisory Committee. She is also the past president and treasurer of the Auxiliary Board of Northwestern Memorial Hospital.

Prior to joining J.P. Morgan Private Bank in 2000, Anita was a partner with the Chicago-based law firm of Winston & Strawn and a member of both its Trust and Estates and Corporate Departments. Anita earned her B.A. in Political Science from the University of Michigan and her J. D. from Boston University School of Law. She resides in Glencoe, Illinois, with her family and enjoys spending time at their home in Santa Fe, New Mexico.

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