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What to Look for When Selecting a Virtual Family Office: 5 Key Considerations News

What to Look for When Selecting a Virtual Family Office: 5 Key Considerations

As wealth management becomes increasingly complex, many high-net-worth individuals and families are turning to Virtual Family Offices (VFOs) for comprehensive financial oversight. A Virtual Family Office integrates services such as investment management, estate planning, tax optimization, and philanthropic advice into…
September 19, 2024
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4300 W. CYPRESS STREET
SUITE 350
TAMPA, FL 33607
(813) 212-1701

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Questmont Virtual Family Office is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

Questmont Virtual Family Office, Kestra IS and Kestra AS do not offer tax or legal advice. This information is not intended as tax or legal advice.Please consult legal or tax professionals for specific information regarding your individual situation.