Questmont Virtual Family Office, LLC

Questmont Virtual Family Office, LLC provides financial planning, consulting, outsourced family office and discretionary investment management services to a mix of clients that includes individuals (both non-high-net-worth and high-net-worth), trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm also offers retirement plan consulting and, where applicable, serves as a fiduciary under ERISA for plan sponsors.

Questmont constructs customized portfolios by allocating assets among independent investment managers, ETFs, mutual funds and, when appropriate, privately placed securities, privately placed life insurance (PPLI) and other alternative investments, and it conducts ongoing due diligence and monitoring of those independent managers. The firm offers both fixed, project-based planning/consulting arrangements and asset-based (percentage-of-AUM) advisory fees, manages accounts on a discretionary basis subject to client-imposed limits, and can select and oversee other advisers on a client’s behalf.

Notably, Questmont combines individual wealth-management and family office services with institutional offerings—such as pension consulting and portfolio management for plan sponsors—and explicitly works with charitable organization clients, a mix that is uncommon for firms of its type. The brochure also discloses that Questmont is transitioning part of its advisory business to another registered adviser (Integrated Wealth Concepts, LLC), that this dual registration creates a potential conflict of interest, and that the firm does not act as a private fund adviser.