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 started with the belief that ultra-affluent families and family offices deserved better: Better alignment of interests, better diversity of opportunities, better planning, and better 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
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 started with the belief that ultra-affluent families and family offices deserved better: Better alignment of interests, better diversity of opportunities, better planning, and better outcomes.
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.
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.
Recent Blogs
Navigating Uncertainty: How Families Can Prepare for a New Paradigm for Canada-US Relations
Incentives
The Hero’s Journey of the Family Investor
Prime Quadrant Access LPs – In Search of a Simpler Path
Family Dynamics – It’s More Important Than You Think
Inflation or Deflation – Why It Matters So Much
Three Crisis Strategies to Avoid
Should Families Invest in Hedge Funds?
ESG and Investing – No Longer a Choice
Best Practices in your Family Office Macrocosm™
Our Investment Principles
When Do We Tell The Kids How Much We Have?
Managing Private Fund Allocations
Your Family’s Most Important Goals
2021 – A Dickens Of A Year
Incorporating Tax in your Investment Planning
Auditing Your Family Office Macrocosm™
Is Your Family Office Secure from the Cyberworld?
Governance and the Family Enterprise
Why China Matters So Much To Your Portfolio
What to Make of SPACs?
Family Investing as a Hero’s Journey: What Would Rocky Do?
Monkey Predictions
CRM 2: Suitable, But Not Sufficient
Deferred Maintenance
Conflicts of Interest
Thank You, 2020: Lessons I May Not Have Learned Without You
Analyzing Real Estate Trends in a post-COVID World
Have You Thought About Your Exit Strategy?
Here to Stay: Why Private Equity Continues to Grow
Never, Hasn’t, Can’t and Won’t
Taking your Family to the Next Level
Building Wealth with Mutual Trust
Checklist Due Diligence
Funding Today, Fiscal Deficit Tomorrow
Being 100% Right on the Trend and 100% Wrong on the Execution
Family Cohesiveness: Learnings From The Pandemic
Howard Marks’ Memos
How Liquid Should We Be?
How Do I Know I’m Making the “Best” Decisions?
Fighting Complacency
Introduction to Rebalancing
Choosing Great Investments
Algorithms, Robo-Advisors and Investment Automation
Inadequate Diversification
Having a Carpenter Instead of a General Contractor
Home Bias Investing
Reactionary Investing vs. Strategic Investing
Failing to plan, planning to fail
My Barista’s Inspiration for the Year Ahead
The Brilliance of Avoiding Stupidity
The Five-Point Path to Generational Wealth Transfer – Part I
Investor Biases: Frame Dependence
Are You Clueless About The Financial Investment Fees You Pay?
The Real Truth About Financial Fees
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