Managing Director, Wealth Strategist at Merrill Private Wealth Management
📍 Greater Chicago Area, United States
Matt Vandenack is a Managing Director and Wealth Strategist at Merrill Private Wealth Management with over thirty years of experience. He specializes in advising ultra-high-net-worth families on complex estate, tax, and business succession planning, holding a Doctor of Law from the University of Georgia School of Law.
He has a strong family connection to the legal profession, having previously practiced at his familys specialized law firm. Matt has also publicly celebrated the professional achievements of his sister, who is a prominent figure in the estate planning field, highlighting the importance of family in his life.
Unique fact: Matt began his career practicing law at a family firm that narrowly specialized in tax and estate planning for farmers, ranchers, and medical practices.
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Experience
19 Years
Current Role
Managing Director, Wealth Strategist
Job Level
Mid-senior
Location
Greater Chicago Area, United States
Personality Overview
How Matt shows up
Requires Proof
Curious But Skeptical
Friendly But Slow
They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions
Priorities
Topics Matt cares about
Multigenerational Wealth
His entire career is focused on advising ultra-high-net-worth families on complex multigenerational gift, estate, and tax planning strategies.
Business Exit Strategies
He has deep expertise in advising business owners on succession planning, pre-transaction structuring, and developing effective exit strategies.
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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