Family Office

Family office consulting


The Quest Organization has provided confidential advisement and unparalleled services to Family Offices for over 30 years.

Because we understand the unique family office and environment, we act can as trusted advisors. We can also assist with company operation and investments through our affiliated entities, Quest Forums, LLC, Quest Transitions, Inc. and Questemps Inc.

We have recently joined The Family Office Networks, which is dedicated to bringing family offices together throughout the world by leveraging technology, personal introductions, events and news.

This platform allows family offices to comfortably share unique deal flow, capital preservation strategies, philanthropic strategies, alpha generating alternative investments and best-in-class service providers.

Our holistic and highly confidential approach includes meeting with families to review:

  • Current infrastructure

  • Compensation practices

  • Labor law compliance

  • Human capital needs

  • Succession planning

  • Exit strategies


Schedule a consultation with our family business experts.

Request an Appointment