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We Guide &

Empower You

Every Step of the Way

Are you ready to elevate your journey beyond a life of aggravation and headache? We precisely align your dreams with your resources, empowering you and your family to enjoy a life well-lived.
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.

Learn More

Are you ready to elevate your journey beyond a life of aggravation and headaches?

Speak with an Expert