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Stop stressing over every financial decision. Let us handle the heavy lifting while you stay informed with the latest strategies and expert insights. Our blogs can give you the knowledge to understand the big picture, while we focus on building, protecting, and growing your wealth with precision.

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How To Watch Out For The Circle Of Vultures
How To Watch Out For The Circle Of VulturesNews

How To Watch Out For The Circle Of Vultures

As a successful business owner you do, in fact, have a target on your back. As your wealth and visibility grow so does that target. If you are in this…
Presidential Election and Long-term Investing
Presidential Election and Long-term InvestingNews

Presidential Election and Long-term Investing

One of the most harmful, yet pervasive, myths investors face is the belief that the outcome of the next presidential election is critically important to the stock market. Every presidential…
How To Navigate The Pounce
How To Navigate The PounceNews

How To Navigate The Pounce

The mission of this article is to alarm, and arm, you so that you are better informed, proactive and ask more insightful questions. Even I fall victim to the pounce…
New Year, Same Resolution
New Year, Same ResolutionNews

New Year, Same Resolution

At Questmont Virtual Family Office, we’ve decided to stick with one of our standard New Year’s Resolutions: to save our friends and clients more in taxes than ever before by discovering…
Captive Insurance Companies
Captive Insurance CompaniesNews

Captive Insurance Companies

Imagine being able to have control over your insurance costs and claims.  What if you could not only reduce your insurance expenses but have better management of risk, and act…
S Corporation Shareholder Compensation. Stay in Compliance and be Prepared for an Exit
S Corporation Shareholder Compensation. Stay in Compliance and be Prepared for an ExitNews

S Corporation Shareholder Compensation. Stay in Compliance and be Prepared for an Exit

Tax law states that S Corporation shareholders providing services to the business must receive reasonable compensation for the services provided.  The IRS places the burden of proof on the taxpayer…
What to Look for When Selecting a Virtual Family Office: 5 Key Considerations
What to Look for When Selecting a Virtual Family Office: 5 Key ConsiderationsNews

What to Look for When Selecting a Virtual Family Office: 5 Key Considerations

As wealth management becomes increasingly complex, many high-net-worth individuals and families are turning to Virtual Family Offices (VFOs) for comprehensive financial oversight. A Virtual Family Office integrates services such as…
Questmont Virtual Family Office Launches New Website
Questmont Virtual Family Office Launches New WebsiteNews

Questmont Virtual Family Office Launches New Website

Questmont Virtual Family Office is excited to announce the launch of its brand-new website, a milestone in our ongoing commitment to providing high-quality, personalized wealth management services. The new platform…
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TAMPA, FL 33607
(813) 212-1701

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Questmont Virtual Family Office is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

Questmont Virtual Family Office, Kestra IS and Kestra AS do not offer tax or legal advice. This information is not intended as tax or legal advice.Please consult legal or tax professionals for specific information regarding your individual situation.