Prior to founding the firm, the principals of Quintile practiced in different areas of expertise, and oftentimes, they worked together as part of a loosely affiliated team serving common clients. As a group, they have been serving the ultra-affluent marketplace on average for over twenty years. Throughout their careers, each of them believed there was a better way to help affluent families manage their financial affairs, and this belief culminated in the formation of Quintile Wealth Management.
Kenneth J. Anderson
Ken has over twenty-five years of experience advising ultra-affluent families. Prior to co-founding Quintile Wealth Management, Ken was a Client Service Director in myCFO's Family Office Services group. Before that, Ken was a tax partner of Arthur Andersen, LLP. During his 20 years at Arthur Andersen, Ken established the Family Wealth Planning and Personal Financial Planning practices in the firm's Southern California offices. In addition, he was a founding board member of AAFA, Arthur Andersen Financial Advisors, a wholly-owned Registered Investment Advisor, and served on the firm's national Compensation Planning Specialty Team as well as the Family Wealth and Private Client Services Specialty Team. Ken is both an attorney and a CPA and holds a BSBA in Accounting and Economics as well as a Juris Doctor degree from Valparaiso University. He was a founding member of the Advisory Board of the University of Southern California Family Business Program, is listed in Who's Who in America and Who's Who in the West and continues to sit on several boards, including Step Up On Second, Idyllwild Arts Academy, the Boy Scouts of America Western Council and the National Council for Valparaiso University School of Law.
Robert
J. Francais
Rob has over seventeen years of experience advising ultra-affluent families. Prior to co-founding Quintile Wealth Management, Rob was Managing Director of myCFO's Los Angeles office as well as a Client Service Director in myCFO's Family Office Services group. Before that, Rob was a tax partner with Deloitte & Touche LLP in their Los Angeles office and head of their Technology Industry Practice for the Southwest Region. During his eleven years at Deloitte & Touche, Rob focused on serving the planning needs of family-owned businesses and their owners, and specialized in advising families on how best to manage these highly appreciated illiquid assets in the context of their personal wealth and taxation. During his tenure, Rob advised many families on the complex issues related to events such as succession of the business, mergers, acquisitions, and initial public offerings, and helped many of them successfully transition to managing their wealth. Rob is a California CPA, and holds a BS in Economics and Finance, with an emphasis in business administration, from the University of California, Los Angeles. He is a member of the UCLA Economics Council, frequently speaks at industry conferences and the Anderson Graduate School of Management, and has participated in teaching on various subjects at the University of Southern California.
Marc S. Primiani
Marc has over twenty-five years of experience as a tax and estate planning attorney. Prior to co-founding Quintile Wealth Management, Marc was a Client Service Director in myCFO's Estate and Trust Services group, and was in charge of the Estate Planning Services group in Southern California. Before that, Marc was a co-founder and the Managing Partner of Cohen, Primiani & Foster, a boutique tax planning law firm in Los Angeles with a particular focus on complex high net worth individuals and families. Marc has developed and frequently lectured on multi-generational strategies that integrate the disciplines of tax, estate, asset protection and investment strategies to further family goals, wealth transfer and higher after-tax returns on assets. Most recently, Marc participated in a panel discussion of family office structures and strategies at the Milken Institute's 2005 Global Conference in Los Angeles. Marc is an attorney with an advanced tax degree from New York University and a member of the California Bar Association.
Robert M. Wagman
Bob has over twenty-five years of experience serving ultra-affluent families. Prior to co-founding Quintile Wealth Management, Bob opened the Los Angeles office of myCFO where he was a Managing Director, responsible for aspects of the firm's Family Office Services group. Before joining myCFO, Bob spent eleven years as a partner with PricewaterhouseCoopers, LLP, advising clients in Los Angeles, and serving as National Director of the firm's Investment Advisory Services practice. Prior to being a partner with PricewaterhouseCoopers, Bob was Vice President at Bank of America where he provided comprehensive financial advisory services to business owners and senior executives of leading California companies. Bob is a frequent speaker at industry conferences, including the American Bar Association, California State CPA Society, and the University of Southern California Tax Institute. Bob is an attorney and member of the American and California Bar associations. He is also a past Chairman and member of the California State CPA Society's Personal Financial Planning Committee.
