Empowering Families
For The Future

Advice you trust. Peace of mind you deserve.

We are Prime Quadrant

Our mission is to empower families for the future. We educate and empower you to be an extraordinary steward of capital.

We began with the belief that ultra-affluent families and family offices should have access to institutional-quality options—offering aligned interests, a diversity of opportunities, exceptional planning and predictable outcomes.

Purposeful

We focus on helping families achieve their highest priorities and empowering them to make better decisions.

Authentic

We are always aligned, transparent and squarely in the client’s corner. Our integrity and independence are our most valued asset.

Tenacious

We are relentless learners who prize excellence, always seeking to set a higher standard for ourselves and our industry.

Humble

We value those around us, recognizing that nothing meaningful can be achieved without our collective efforts.

Our Values

Learn More

We are Prime Quadrant

Our mission is to empower families for the future. We educate and empower you to be an extraordinary steward of capital.

Our Values

Purposeful

We focus on helping families achieve their highest priorities and empowering them to make better decisions.

Authentic

We are always aligned, transparent and squarely in the client’s corner. Our integrity and independence are our most valued asset.

Tenacious

We are relentless learners who prize excellence, always seeking to set a higher standard for ourselves and our industry.

Humble

We value those around us, recognizing that nothing meaningful can be achieved without our collective efforts.

Learn More

Prime Quadrant At A Glance

Years of Combined Relevant Experience

Ultra-Affluent Families

Assets Under Consultation ⁽¹⁾ in CAD

Families Empowered Through Education

Team Members, and Growing

Years Serving Families

⁽¹⁾ This figure represents Assets Under Consultation ™ (AUC) as of 9/30/2024 for Prime Quadrant, which is a different standard of measurement than discretionary Assets Under Management (AUM). We believe AUC fairly represents our comprehensive service model. We provide strategic consulting solutions across our client families’ entire universe of assets, regardless of the nature of those assets, how they were sourced or where they are custodied.