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Recorded inside his newly designed Tampa office [by CREATE+CO], this episode features Taylor Ranker—founder of Questmont Virtual Family Office and author of Dead Cats & Wealth Advisors. Kristina and Taylor dive into what it means to create a place that fosters trust, intimacy, and long-term legacy—not just for clients, but for teams and communities.
Taylor shares the evolution of Questmont’s boutique family-office model, his unfiltered critique of traditional wealth management, and how thoughtful design (and leadership) play a critical role in client experience. The conversation also explores the power of planning, behavioral investment counseling, and the impact of creating a space that puts people at ease during some of life’s most personal conversations.
Inside the episode:
Connect with Taylor ::
Connect with KY ::
By Kristina York5
55 ratings
Recorded inside his newly designed Tampa office [by CREATE+CO], this episode features Taylor Ranker—founder of Questmont Virtual Family Office and author of Dead Cats & Wealth Advisors. Kristina and Taylor dive into what it means to create a place that fosters trust, intimacy, and long-term legacy—not just for clients, but for teams and communities.
Taylor shares the evolution of Questmont’s boutique family-office model, his unfiltered critique of traditional wealth management, and how thoughtful design (and leadership) play a critical role in client experience. The conversation also explores the power of planning, behavioral investment counseling, and the impact of creating a space that puts people at ease during some of life’s most personal conversations.
Inside the episode:
Connect with Taylor ::
Connect with KY ::