Achieve a Legacy with our Chief Family Officers

Protect what you’ve built and live the life you’ve always imagined

Secure Your Legacy

Achieve Financial & Lifestyle Goals

Retiring from your business is a difficult choice; with Quest, you can rest assured that the future of your business will continue to be in great hands. Some of our clients prefer to move onto a simpler life, while others continue to invest in private businesses. Whatever your future vision entails, Quest has the know-how to help you make it happen.

Our services include a strategic plan for business continuation and internal succession, protecting the retention of key employees and setting your business on a path for continued growth for years to come.

With Quest, your business will gain access to:

A talented team of experts with diverse backgrounds that include 200+ years of experience.

Significant industry expertise, including but not limited to: Manufacturing, Construction, Distribution & Retail, Professional Services, Technology, Transportation, Industrial Services and Real Estate.

Exclusive data analytics and research tools related to your business and industry.

Our investor database that includes thousands of Private Equity, Family Office, and high-net-worth groups.

Family, income, and estate tax expertise.

Ideal Candidates

Is Quest’s Legacy package right for you?

Our Legacy package is designed to meet the needs of retiring business owners seeking to preserve the future of their company while protecting the financial interests of their family for generations to come. Whether you wish to sell your business or keep it in the family, Quest can provide the support you need to move confidently and excitedly into the next phase of life.

Results, Guaranteed

Partner with Quest and secure decades of business experience and expertise in every facet of business succession. Our team routinely deliver outcomes that result in 10x the cost of our fee, and our unique philosophy on business transition puts your lifestyle goals and personal needs at the forefront of our recommendation process.

Yes, we will help you realize your goals – but perhaps more importantly, we’ll do it in such a way that prepares you to do what you truly want during your next chapter of life.


Quest’s Legacy package is designed to make your decision to transition both fruitful and exciting. Our team helps you protect all that you have built by preserving the future of your company and your finances, all while setting you up with the life you have always dreamed of.

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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.