Expect More
From Wealth

Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line. We work with ultra-affluent families who refuse to settle on their capital, their relationships, their legacy, and themselves.

Prime Quadrant Graphic
260+
FAMILIES SERVED
$26B
ASSETS UNDER CONSULTATION*
120+
TEAM MEMBERS
25+
YEARS SERVING FAMILIES
A NEW MODEL OF WEALTH

The Arc of Capital Consciousness

There are seven distinct relationships ultra-affluent people can have with wealth, each with its own logic, characteristic blind spots, and pathway forward.  Prime Quadrant helps people recognize their current decision-making lens and what would be unlocked at another level.

Instinctive
1
CAPITAL AS SURVIVAL
Possessive
2
CAPITAL AS ACCUMULATION
Protective
3
CAPITAL AS SHIELD
Integrative
4
CAPITAL AS SYSTEM
Reflective
5
CAPITAL AS MIRROR
Generative
6
CAPITAL AS FORCE
Transcendent
7
CAPITAL AS FREEDOM

The Four-Quadrant Framework

Managing wealth well takes more than financial expertise. The person, family, and impact behind the capital all shape the definition of success. Our proprietary Four-Quadrant Framework is how we helps families expect more from all of it.

01
My Wealth
02
Myself
03
My Family
04
My Impact
My Wealth Chair outside building

My Wealth

Your wealth is complex and multi-faceted. To help drive it towards all, not just one, of your priorities, you will need someone who sees and manages the whole picture with deep expertise in every dimension and one integrated strategy connecting them all.

  • Outsourced Chief Investment Officer
  • Outsourced Chief Financial
    Officer
  • Tax, Trust & Estate Strategies
  • Legacy Asset Solutions
  • Discretionary Management
  • Direct Investments
  • Investment Solutions
Myself Person in a pool looking over the ocean

Myself

Helping individuals be aware of who they are beyond their wealth, and who they can become.

  • Wellness coaching
  • Conscious capital
  • Self-discovery & awareness
My Family A grandpa with his young grandchild

My Family

Helping families develop capable stewards, clear governance, and shared language for success, stress, and succession​.

  • family governance
  • relationship coaching
  • family office solutions
  • risinggen education & connection
  • family legacy retreats
My Impact A young girl planting a tree with her mother

My Impact

Ensuring that socially-conscious donating reflects lasting change that matters to you and your family.

  • Donor-Advised Funds
  • Impact investing
  • Community & Peer events
for families nearing or at $30M+ in investible assets

Whom We Serve

The families we serve expect wealth management that meets the weight of what they’ve built. We keep the practice small so it always does.

Ultra-High-Net-Worth Family Offices

Ultra-High-Net-Worth Family Offices

Your balance sheet has outpaced the models built to manage it. You need one partner with the full view.

A man in a suit working on his computer on a couch

Founders

You built something exceptional by seeing what others missed and refusing to accept ordinary. We manage wealth the same way.

An office chair in a bedroom

Entrepreneurs

Our culture was built by entrepreneurs who know what running a business demands. We bring institutional access without institutional pace.

vintage pictures in an old photobook

Heirs & Next-Gen

Your wealth came with a story. We help you decide what the next one looks like.

Prime Quadrant Team

Why Work With Prime Quadrant?

Only a handful of firms can level up families like yours. Here's how we stand apart from them.

  • Four-Quadrant Framework

    We manage the wealth, the person behind it, the family it shapes, and the impact it creates.

  • Independent

    Our compensation comes from our clients, primarily on a flat-fee basis. Nothing else shapes the advice we give.

  • Holistic

    We advise across the full gamut of family office needs, such as tax, investments, trusts and estates, governance, education, philanthropy, family dynamics, and sense of purpose.
  • Open Architecture

    We build nothing of our own, which leaves us free to source the best opportunities anywhere in the world. Our advice follows the opportunity, never the inventory.

Our Leadership

Our team shows up every day not just to grow wealth, but to help families thrive across generations and every dimension of life.

Mo Lidsky
Mo Lidsky
Chairman and Chief Executive Officer
Toronto
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Peter Fink
Peter Fink
Managing Consultant
Toronto
VIEW BIO
Alex Da Costa
Alex Da Costa
Chief Investment Strategist
Montréal
VIEW BIO
Roy Bernhard
Roy Bernhard
Chief Information Officer
Toronto
VIEW BIO
An event image with three participants on a couch
2026 RECAP

The Giving Games

The Giving Games brings together community change-makers, and well-known philanthropists to demonstrate charitable innovation, highlight opportunistic impact, and increase the joy of philanthropy.

Prime Quadrant Conference
NOVEMBER 5ᵀᴴ, 2026 • FOUR SEASONS HOTEL, TORONTO

The Prime Quadrant Conference.

The 14th Annual Prime Quadrant Conference returns to Toronto, bringing together world-class speakers as well as 400+ investors and family offices in support of mental health.

Our Perspective

Thinking from our team on the topics that shape wealth at this level.

INSIGHTS

What Is Enough? Wealth, Purpose, and the Future of Wealth Management

Perceptual Mistakes at the Top of the Curve
PODCAST

Prime Talks Ep. 61 - Mike Posner & Alli Schaper on Building a Life That's Successful and Alive

Connect with
Prime Quadrant

Wealth is personal. The conversation should be too. For families nearing or at $30M+ and a complex, multi-generational scope, we're here when you're ready to talk.

TORONTO
MONTREAL
VANCOUVER
NEW YORK
MIAMI
Connect with Prime Quadrant