We pull together resources and experts from diverse locations and coordinate their actions on behalf of our clients. This allows us to make the numerous advantages of the single-family office available to a wider array of the affluent.
The “magic” is that everything is customized to each individual’s lifestyle and financial goals. Therefore, driven families who don’t (yet) have billions in the bank can have their own personalized, virtual versions of the traditional, single-family office.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Service, LLC, (Kestra AS) an affiliate of Kestra IS. Questmont Strategic Wealth Advisors, Inc., 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.