Our Specialty:
Virtual Family Office
Questmont is a virtual family office that sculpts a plan for enduring legacy and safeguards what truly matters to you. From guiding generational financial stability to ensuring your pet’s well-being after you’re gone, we’re here for you and your family.
VFO SERVICES
Why VFO?
Planning around goals & lifestyle
Leadership for clients with complex financial needs
Documented Wealth Management Process
Team of experts that serves as the family’s personal CFO
Liquidity & Exit Planning for Business Owners
We provide a sturdy bridge to the future as you prepare to sell the business you’ve worked so hard to build.
We advise business owners and partners through liquidity planning, pre-sale planning, exit strategies, tax strategies, capital gains strategies, estate planning, and succession planning. We are a bespoke team of experts here to ensure that you have the best vetted team from CFA to Investment Banker to M&A Attorney.
For Business Owners
We’re honored to
Guide & Empower You
They were there to walk me through the entire process. I am so grateful for that.
Julie M.
Shine a Light on Your Wealth Advisors
If you’re a wealthy business owner or high net worth individual, this book is your wake-up call. For too long, the wealth management industry has failed to deliver comprehensive, coordinated services that successful entrepreneurs and their families truly need.
Are you ready to elevate your journey beyond a life of aggravation and headaches?
Speak with an Expert
