It’s the Planning STUPID!
Is your advisor envisioning new paths to amplify generational stability? You can’t swing a dead cat without hitting a wealth advisor.
TAYLOR RANKER II
VIRTUAL FAMILY OFFICE LEADER
Exposing the Myths and Lies of the Wealth Management Industry
If you’re a wealthy business owner or high net worth individual, this book is your wake-up call. For too long, the wealth management industry has failed to deliver comprehensive, coordinated services that successful entrepreneurs and their families truly need.
Listen to a sample of the audiobook!
Learn About Questmont
Taylor Ranker Leads Questmont’s Innovative Virtual Family Office
Does it seem like everyone has their hand out and wealth managers are eager to claim a share of what you’ve worked so hard to build? You can do better. Questmont understands the journey of building a business, selling a business, securing your future, and powering a legacy, because we have.
Our approach disrupts the industry norm by putting your values and what you care about most at the forefront of everything we do. Questmont is a virtual family office that sculpts a plan for enduring legacy and safeguards what truly matters to you.