Trusts and Estates

• Estate Planning
  This stability gave the Ansaris the freedom to focus on their legacy. “We want to give something back to humanity,” says Rafat. To do so, they gave a significant gift to the University of Notre Dame to create the Rafat and Zoreen Ansari Institute for Global Engagement with Religion. The goal is to study the similarities and roles of religions and their impact on the public sphere around the world. After discussing the situation with their Private Wealth Advisor and their children, they knew they could move ahead with confidence. “We’re not billionaires,” says Rafat. “Some of this money would have been our children’s money. But they realize this institute is a legacy for us.” “All of this is what we wanted,” Rafat continues. “We’ve gained in our financial strength. We’ve established estate planning for our children. We’ve established the program at Notre Dame.” Zoreen agrees. “We feel taken care of, as a whole.”
• Trusts
  A charitable trust may enable you to address important wealth transfer and philanthropic giving goals simultaneously. Private Bank has experience with a broad range of charitable alternatives from charitable trusts to donor advised funds and services for private foundations.

Finance Law

• Tax Law
  The Tax Services team offers tax compliance for personal, trust, gift and private foundations; provides comprehensive tax planning and performs various administrative tax functions.