Questar Capital Partners
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Questar Capital Partners is an independent wealth management firm dedicated to helping ultra-high ne
06/18/2026
We're proud to share that Gerry Spitzer has been named to the 2026 AdvisorHub Advisors to Watch list, ranking #167 in the 250 Advisors to Watch - Over $1B category.
This recognition reflects Gerry's commitment to our clients, his strategic approach to wealth management, and the standard of excellence he brings to everything he does. Thank you to our clients for the trust you place in us every day. Congratulations, Gerry!
Check out the full 2026 list: https://www.advisorhub.com/advisors-to-watch-over-1b-2026/
*AdvisorHub 250 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in June 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out marketing materials. Individual experiences may vary.
06/16/2026
Meet the newest member of the Questar Capital Partners Team, Zach Bleeker.
Zach is a Senior Client Associate, where he supports the firm's advisors and clients across account administration, client service, and investment operations. He plays a key role in ensuring a seamless client experience, from onboarding and account maintenance to coordinating the operational details behind each client relationship.
Prior to joining Questar, Zach served as Lead Client Associate for Asset Management & Private Equity at Lumida Wealth. He previously worked in MSCI's Client Coverage group, supporting endowments, foundations, family offices, and other institutional investors, and began his career as a Wealth Management Analyst at Morgan Stanley. Zach holds a Bachelor's degree in Financial Technology from the New Jersey Institute of Technology.
We're excited to have Zach as a part of the team in delivering a word class experience to our clients.
06/11/2026
Beyond the Down Payment: Integrating Real Estate Support into Your Advanced Estate Plan
Helping with a first home should be viewed in the context of your total estate. When multiple children are involved, ensuring equitable (not necessarily equal) support is critical for family harmony. We help design a comprehensive plan that accounts for gifts made today against future inheritances, formalizing the transfer to avoid ambiguity and secure your legacy's intent. This requires a balanced view of both current and future giving.
For more information visit: questarcap.com
Overnight success is usually years in the making, or in this case, over a decade. Closing a major deal is rarely a quick transaction; it's a long game built on trust, persistence, and steady communication.
In this highlight, we hear a fascinating story about an investment banker who kept a massive, physical file documenting over 10 years of semi-regular conversations leading up to a closed deal. It perfectly illustrates why keeping potential partners engaged is so critical.
Business isn't always a smooth upward trajectory. When the "crummy times" hit and timelines get pushed off, maintaining those relationships and making sure your partners understand your business is what ultimately gets the deal across the finish line years down the road.
🎧 Listen to the full conversation on the Buyouts, Business, and Bourbon Podcast Here: https://youtu.be/sXW3rfGPc64?si=9GoJeD--e0AKXFyn
06/09/2026
Private Banking or Parental Lending? Structuring the Debt Component of a First Home
For many high net worth clients, the decision isn't just if to help, but how to help with the mortgage. We explore options from leveraging low-interest rate private banking relationships to formal intrafamily loans. The latter requires careful structuring—adhering to Applicable Federal Rates (AFR)—to ensure compliance and utilize the loan as a controlled way to transfer wealth over time, supporting your child while maintaining your overall financial strategy.
To learn more visit: questarcap.com
The "Sunday Scaries" hit differently when you're the one signing the checks. Behind the scenes of every growing business is the unglamorous reality of late-night mental math and cash flow anxiety.
In this clip, we dive into the real, raw side of entrepreneurship. It’s easy to focus on revenue and growth, but the reality often looks like laying in bed at 11:00 PM on a Sunday, calculating if there's enough cash in the bank for Monday's check runs, Thursday's payroll, and upcoming event honorariums.
Managing the heavy flow of money in and out of an entity is a massive responsibility. It’s a candid reminder that financial and cash management is the lifeblood of a business—and often the primary source of a founder's sleepless nights.
🎧 Listen to the full conversation on the Buyouts, Business, and Bourbon Podcast Here: https://youtu.be/sXW3rfGPc64?si=9GoJeD--e0AKXFyn
06/04/2026
The First Home: Leveraging the Gift Tax Exclusion for Generational Asset Transfer
Assisting an adult child with a down payment is a major life event and a sophisticated move in wealth management. Rather than a simple transfer, we structure the gift to maximize the annual gift tax exclusion for both parents, ensuring the money is delivered efficiently and minimizes any impact on your lifetime exclusion amount. We coordinate with lenders and your legal team to ensure a seamless and tax-smart transaction.
For more information visit: questarcap.com
Not everyone has access to the financial guidance they need to secure their future. In our latest conversation, we explore a powerful vision for giving back to the community by supporting those who are underserved.
Many individuals face pressing financial concerns but simply don't have the assets to hire a professional advisor, nor a financially astute network they can comfortably turn to for advice. We discuss a dream initiative: mobilizing experienced, older financial advisors to donate just an hour of their time to sit down with people who have nowhere else to turn.
By bridging this gap, experienced professionals can make a profound, positive impact on people's lives through accessible, judgment-free financial education.
🎧 Listen to the full conversation on the Buyouts, Business, and Bourbon Podcast Here: https://www.youtube.com/watch?v=6hRfJfE2QTc
06/02/2026
The High Net Worth Trap: Roth IRAs for Children Who Will Eventually Be Too Wealthy to Contribute
A key consideration for high net worth families is that your children may one day exceed the income limits for direct Roth contributions. Funding a Roth IRA now, while they are young and their earned income is low, secures them access to this powerful tax vehicle for life. This is a limited-time window to establish tax-free compounding that their future wealth would otherwise preclude. We integrate this time-sensitive move into your advanced legacy plan.
To learn more visit: questarcap.com
Selling your business is more than just a financial transaction; it's a massive shift in your identity. In this episode, we dive into the emotional reality of stepping away from the company you built from the ground up.
When you're the creator, the employer, and a pillar of your community, your business often becomes your primary source of purpose. Selling it—whether through a gradual transition or a sudden exit, can leave a sudden void. We discuss the importance of preparing for that emotional shift and actively finding new ways to cultivate meaning in your life once the title of "business owner" goes away.
Don't let the next chapter of your life catch you off guard.
🎧 Listen to the full conversation on the Buyouts, Business, and Bourbon Podcast Here: https://www.youtube.com/watch?v=6hRfJfE2QTc
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115 W Century Road, Suite 180
Paramus, NJ
07652