The Quackenbush GroupHeadquartered in Newport Beach, California, we are a wealth management team that works with a select number of highly successful individuals and families. The financial issues we address are as varied as the families we serve. We begin our engagements by gaining a deep understanding of the priorities, concerns, and aspirations of our client families. And we never lose sight of that foundation, engaging in regular discussions as families and financial conditions change. We develop long-term relationships with clients, becoming deeply ingrained in their lives and the lives of those they care about. In all of our efforts, we look to provide clients with sophisticated, robust, and thoughtful strategies that significant wealth requires. We are firmly grounded in client goals, and more telling, results. At the same time, we recognize that wealth is defined by more than balance sheets and reports, encompassing the people and outcomes that clients deem most important.
Adept in Managing Significant WealthThe clients we serve have complex needs. Many of them have experienced a critical inflection point in their financial lives: they have sold a business, taken a business public, attained a new level of professional success, or undergone a family transition. We help these clients navigate key junctures in their wealth, designing and implementing customized strategies that reflect their distinctive needs. We realize that significant wealth requires anticipation, coordination, and relentless follow through; we make it our business to provide all three. We purposely limit the number of our engagements so that we can provide the nuanced outreach and prompt attention that clients require. Each member of our team serves clients with a dedication that underscores their importance.
Offering Refined CapabilitiesOur team operates within Merrill Private Wealth Management, an elite division within the Firm that caters to the demands of significant wealth. As a Private Wealth Management team, we provide access to resources and opportunities that are specially designated for PWM clients, such as institutional-caliber research, educational opportunities, and client events. Moreover, we integrate the offerings of designated specialists who offer in-depth advice and guidance. Our leader, Shirley Quackenbush, has more than three decades of experience in financial services. Her network of relationships from within Merrill , enables us to expedite answers, leverage capabilities, and enhance the client experience.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Focused on Client OutcomesOur team uses a detailed wealth management process that we have honed over many years. Because we exclusively serve affluent clients, we are intimately familiar with the issues they encounter: personal, professional, and philanthropic. We orient our actions toward client goals, constantly pushing ourselves to advance client interests. If an issue is important to clients, it is important to us. We invite families to meet with us to discuss their needs and our capabilities in greater detail.
Encompassing Multiple DisciplinesSound investment management is important to the clients we serve. But it is not their only priority. We help clients streamline their wealth across multiple contexts. We believe that wealth management should not occur in a vacuum; we help unify tactics and strategy across multiple goals. Specifically, we work with clients in the following key areas:
Traditional and alternative investments*
Trust and estate planning services
Credit and lending through Bank of America, N.A.
Access to family office services and lifestyle services
Specialized asset financing: aircraft, yacht, art
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.