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:
– How Questmont brings coordination, creativity, and deep care to ultra-high-net-worth families
– The philosophy behind Dead Cats & Wealth Advisors (and yes, the origin of the title)
– Why Taylor sees himself as the “maestro,” not the technician—and how that has shaped his leadership
– What it means to truly “design for safety” in a business setting
– The value of discovery, trust, and restraint in designing his own firm’s space
– Why every business—no matter the size—can benefit from intentional design
– A transparent conversation on imposter syndrome, legacy, and doing one thing well
Connect with Taylor ::
- LinkedIn Taylor : https://www.linkedin.com/in/taylor-ranker-ii-71415814
- Taylor's Book : https://taylorkranker.com
- Instagram : https://www.instagram.com/questmontvfo
- Website : https://questmont.com
Connect with KY ::
👊🏼LinkedIn : https://www.linkedin.com/in/kristinayorkofficial/
📐Design : https://www.createandcompany.com
🎙️Podcast : https://createaplace.net
📺 YouTube : https://www.youtube.com/@CREATEAPLACE
🎧Apple : https://podcasts.apple.com/us/podcast/create-a-place/id1779942208
🎧Spotify : https://open.spotify.com/show/7fIVCgnR433sniYRvrRwNZ?si=b77e418c27524bc4
🎧Podbean : https://createaplace.podbean.com
