Family Office Services

When the family assets and family have grown, it’s time to consider someone on the outside to help manage business affairs.

Family Office Consulting

Most of our family-owned businesses don’t articulate their advisors and internal support team as “their family office” and haven’t engaged in creating their family office. With Quest’s Legacy package, we provide family office services aimed at developing processes and improving internal systems to identify the value of privately held family holdings on a timely basis. Our services include strategic decision-making, value creation, liquidity considerations, family planning, support for family meetings, estate and trust management, optimization, income tax optimization, etc.

Key indicators that might lend consideration of a formalized family office approach include but are not limited to the following:

The family's wealth and investment in entrepreneurial businesses and real estate continue to grow

The collective organization continues to expand employment

The family continues to get more significant, with the following generations being more mature and multiplying

Ownership, work, and wealth distribution considerations need more structure

Estate and income tax mitigation extends beyond one generation

Ideal Candidates

Is Quest’s family office service right for you?

Our goal at Quest is to serve the high net worth family’s wealth platform focused on privately held business and real estate interests on their “Road to the family office.”

Results, Guaranteed

Our Legacy package customers typically have family assets and significant family net worth in ownership of operating companies and real estate with a family net worth of up to $500M

Wealth Management Family Office

As part of our Legacy family office service – Quest’s family office planning advisors partner with your estate planning counsel, financial wealth advisory firms, and your CPA firm, where applicable, among other family office advisors you might have as part of your team. Quest anticipates a lifetime return on your investment as part of our service.

It’s never too early to begin working with a strategic business advisor

Wherever you are in your business life cycle, discover how Quest can help you reach your goals and prepare for what’s next.