Matthew Vandenack

Matt Vandenack is a Managing Director in the Strategic Wealth Advisory Group at Merrill Private Wealth Management of Bank of America. For over thirty years, Matt has advised business owners and ultra-high net-worth families on a wide range of estate and business planning topics, including multigenerational gift and estate tax planning, business succession and exit strategies, executive compensation, and philanthropy. Leveraging deep technical expertise and a broad practical perspective, Matt helps clients identify issues, clarify goals and integrate business, tax, and investment considerations to develop pragmatic planning solutions for complex estate and business transitions.

After a brief stint as a legislative intern in Washington D.C. for a United States Congressman, Matt began his career practicing with a boutique law firm narrowly specializing in estate, income, and business tax planning for closely held business owners in the telecommunications, agriculture, and medical sectors. During his career, Matt served business owners and ultra-high net-worth families at several firms in a variety of roles including Lehman Brothers (Senior Vice President, Wealth Strategist), Credit Suisse (Director, Life Finance Group), and Principal Life Insurance (Assistant Director, Advanced Markets).