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.
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.”
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
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.