TORONTO, OCTOBER 17th, 2024—Prime Quadrant, a premier global advisory and consulting firm for Ultra High Net Worth (UHNW) families, is thrilled to announce the appointment of Alex Da Costa as Chief Investment Strategist. Alex’s return to Prime Quadrant heralds a new...
After the sale of their family business, a multi-generational family created a vision to ensure their family legacy would live on in their community. Initially, the family established a private family foundation with a portion of their capital from the sale. Following...
A family experienced a significant liquidity event where a large operating business was sold. With the corporate infrastructure no longer available to them, the family turned to Prime Quadrant for advice on developing the framework necessary for a family office. With...
A family with a strong patriarch and adult children came to Prime Quadrant for help. The children were not interested in running the business, were not prepared to manage the substantial wealth they were due to inherit and are very socially conscious. There was some...
A multi-generational family sold their 50+ year family business, resulting in significant liquid capital. Ownership of the family holding company was shared between generations and it would be necessary to generate income to address the lifestyle needs of the family...
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