Terms and Conditions

Effective Date: December 4, 2024

Welcome to Questmont Virtual Family Office (“Questmont,” “we,” “us,” or “our”). By accessing or using our website, https://questmont.com, and any associated services (collectively, the “Services”), you agree to comply with and be bound by these Terms and Conditions (“Terms”). If you do not agree with these Terms, please do not use our Services.

1. Services Provided

Questmont offers comprehensive wealth management services, including but not limited to:

• Exit and transition planning

• Asset protection strategies

• Tax mitigation and planning

• Estate planning

• Charitable giving strategies

• Business coaching and consulting

• Mergers and acquisitions advisory

• Tax and valuation services

These services are designed to assist high-net-worth individuals and families in managing and preserving their wealth. Please note that while we provide financial guidance, we do not offer tax or legal advice. For specific tax or legal matters, we recommend consulting with qualified professionals.

2. Client Responsibilities

As a client, you agree to:

• Provide accurate and complete information necessary for the provision of our Services.

• Promptly notify us of any changes to your financial situation or personal information.

• Use our Services in compliance with all applicable laws and regulations.

• Refrain from using our website for any unlawful or prohibited activities.

3. Confidentiality and Data Protection

We are committed to protecting your privacy and the confidentiality of your information. Any personal or financial data you provide will be handled in accordance with our Privacy Policy. Please review our Privacy Policy to understand how we collect, use, and protect your information.

4. Intellectual Property

All content on our website, including text, graphics, logos, images, and software, is the property of Questmont or its content suppliers and is protected by copyright and other intellectual property laws. You may not use, reproduce, or distribute any content from our website without prior written permission from Questmont.

5. Limitation of Liability

To the fullest extent permitted by law, Questmont shall not be liable for any indirect, incidental, special, or consequential damages arising out of or in connection with your use of our Services. Our total liability to you for any claim shall not exceed the amount you have paid to us for the specific service giving rise to the claim.

6. Dispute Resolution

Any disputes arising from these Terms or your use of our Services shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall be conducted in Tampa, Florida, and judgment on the award rendered by the arbitrator may be entered in any court having jurisdiction thereof.

7. Modifications to Terms

We reserve the right to update or modify these Terms at any time. Any changes will be posted on this page with an updated effective date. Your continued use of our Services after such changes constitutes your acceptance of the new Terms.

8. Contact Information

If you have any questions or concerns regarding these Terms, please contact us at:

Questmont Virtual Family Office
4300 W. Cypress Street, Suite 350
Tampa, FL 33607
Phone: (813) 212-1701
Email: info@questmont.com