To everyone trying to buy me or QFS:
I’M NOT F****** LEAVING.
Over the last year I’ve had multiple offers from larger firms and PE-backed aggregators to:
- Buy QFS
- Hire me and bolt my clients onto their platform
- “Help me scale” by plugging into their machine
A couple I’m about to start working with asked me when I plan to sell.
My answer: I don’t.
The whole point of building an independent firm was to get away from the conflicts and bureaucracy that come with mega‑firms and roll‑ups.
If that’s what you want, they’re easy to find.
A fun example: one of the largest aggregators out there (>$75B AUM) has a senior investment professional who gets a 50% discount on their already competitive fees to work with one of their advisors… and even he reached out to explore working with me directly.
If that’s not a sign of where incentives point in that model, I don’t know what is.
When I asked one recent suitor what would happen to my clients if I joined them, the answer was basically:
“Our model is really built for much larger households.”
Which is exactly why I said no.
My entire mission is bringing $100M+ multifamily‑office sophistication to families with $5M–$25M, not just the ultra‑ultra‑wealthy.
That mission doesn’t fit inside someone else’s machine.
So to my clients and the people who’ve been following my work:
I’m not leaving.
We’re just getting started.
QFS to the moon. 🚀