We have teamed up with?Rebuilding Together Tampa Bay to provide assistance to those impacted by Hurricane Helene and Milton that destroyed our local communities. You can use the QR Code to join our efforts as we have made a pledge to match each donation up to $10,000. Together, we can make a difference! A big thank you to our digital partner Bake More Pies for this video and additional efforts for this cause. #Community #TampaBay #HurricaneHelene #HurricaneMilton #HurricaneRelief #Donations
关于我们
Questmont is a virtual family office that specializes in transitioning exiting business owners.
- 网站
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https://questmontvfo.com
Questmont Virtual Family Office的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Headquartered in Tampa, FL
- 类型
- 私人持股
- 创立
- 2013
- 领域
- Asset Preservation、Tax Planning、Estate Planning和Total Wealth Reporting
地点
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主要
US,Headquartered in Tampa, FL
Questmont Virtual Family Office员工
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David L. Maaskant, CPA, CVA, MBA
Family Financial Director at Questmont Virtual Family Office
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Taylor Ranker II
Founder and CEO of Questmont Virtual Family Office
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Sonya Ranker, CFP?, CDFA?
Certified Financial Planner(TM)& Certified Divorce Financial Analyst Professional at Questmont Virtual Family Office
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Joe Tison
Optimizing financial lives as a Family Financial Director | Outdoorsman | Finance MBA
动态
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Tune into WFTS-TV ABC Morning Blend tomorrow, 12/12/24 between 10 AM and 11 AM EST to catch our CEO Taylor Ranker II sharing his expert tips from his new book Dead Cats and Wealth Advisors. ??
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Questmont Virtual Family Office转发了
Honoring the brave men and women who have served our country on this Veterans Day. Thank you for your sacrifice and dedication. ???? #VeteransDay #ThankYouVeterans #ThankYouForYourService
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Be sure to tune in today between 12 noon and 1 pm EST to Fox 13 as Taylor Ranker II gives insight and education on the myths, lies and omissions of the Wealth Management Industry.
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Questmont Virtual Family Office转发了
Tune in to FOX13 Tampa Bay today between 12 noon and 1 pm EST to learn more about my new book ???????? ???????? ?????? ???????????? ????????????????. ???? Thank you Linda Hurtado for the opportunity to share my book and help your viewers with education and insight. #Fox13TampaBay #Deadcatsandwealthadvisors #author Questmont Virtual Family Office Sonya Ranker, CFP?, CDFA?
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Today at noon, Taylor Ranker II will be live on Fox 13 Tampa Bay talking about his new book Dead Cats and Wealth Advisors! This book exposes the myths, lies and omissions of the Wealth Management industry so be sure to tune in at noon.
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From our CEO & Personal CFO Taylor Ranker II In the 30+ years of working with ultra high-net-worth individuals and CEOs, I have seen a recurring pattern— for too long, the wealth management industry has failed to deliver the comprehensive, coordinated services that successful entrepreneurs and their families truly need. This is one of the many reasons I wrote Dead Cats and Wealth Advisors. My goal? To Disrupt this industry. By arming you with the knowledge and confidence to take control of your wealth in an industry that has for too long, then prioritize with its own interest over those of the clients that claims to serve. In this short video, I share the personal reasons behind the book and what readers can expect. ?? Watch the video below to learn more, and stay tuned for the official release on 11/12/24. ?? Book can be purchase on Amazon: https://a.co/d/e1FJoA9 #WealthManagement #HighNetWorth #FinancialFreedom #CEO #ceocounciltampabay #TBBW #DeadCatandWealthAdvisors #BookLaunch Sonya Ranker, CFP?, CDFA? ?? Kinard Robinson
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BORA Highlight: "What drives you in your work?" Mike Mills Jr. describes his enjoyment for the psychological aspects of his job. As Corporate Attorney at Holland & Knight LLP, Mike practices in the areas of corporate law, securities, mergers and acquisitions (M&A) and corporate governance. His experience in M&A extends to transactions involving public and private companies, as well as matters involving applicable international and regulatory issues. His full interview is available now on YouTube: https://lnkd.in/eFVuyR39 #CorporateAttorney #Mergers #Acquisitions #BusinessOwners #BORA #BusinessAlliance #VirtualFasmilyOffice #PublicCompany #PrivateCompany #InternationalBusiness #Wealth #WealthManagement
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Our President Sonya Ranker, CFP?, CDFA? has always found value in uplifting others and educating women through her journey. This Friday she will be a speaker at The KNOW Women's Focu$ed conference. Sonya will be joined by many other successful women to connect and be a catalyst for expansion, connection, and up-leveling. You can find her on the "Make that Money Honey: Seven Streams to Financial Freedom" panel in the afternoon session. #BusinessOwner #WomenInFinance #PanelSpeaker #VirtualFamilyOffice #GirlBoss #Tampa #Finance #Connection #WealthManagement #SuccessfulWomen
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BORA Highlight: "What drives you in your work?" Vincent Cordo, Jr. describes his excitement for client growth as a motivator for enjoying his work. As Chief Revenue and Legal Project Management Officer at Holland & Knight LLP Vincent oversees business development, legal project management, and pricing and data analytics - assisting attorneys across the firm to strengthen and grow client relationships. He previously served as central legal operations officer and global sourcing officer at Shell. While there, he led a legal project that resulted in Shell being the first IOC to win the ACC Value Champion Award. The value that he brings to BORA is irreplaceable! #BusinessDevelopment #ProjectManagement #LegalProjectManagement #ClientGrowth #Strategic #BusinessTransformation #Evaluation #FamilyOffice #BORA #DataAnalytics