For Advisors Who Want To Expand Their Platform

When your clients are asking for more than your current platform can offer, Prime Quadrant can help.  Whether it involves providing access to private markets, direct investments, or other differentiated solutions, we offer what most advisory practices cannot.

You manage the relationship. We'll take care of the infrastructure.

book a discovery call
WHAT WE OFFER

Prime Quadrant Advisor Solutions (PQAS)

We give your practice the institutional depth that
families of significant means have come to expect, without you having to build it.

What We’ve Built

Decades of institutional infrastructure refined for affluent families. A curated manager access, governance, philanthropy, and consolidated reporting.

What’s Changed

Clients have moved past product-led management. They want advice that coordinates all their financial needs and broader planning under one strategy.

How We Help

PQAS extends your solution set without extending your overhead. Institutional depth comes in behind you, never in front of your relationship.
OUR MODEL

Advisor Services

Financial Solutions

You gain access to institutional investments your clients typically wouldn't have access to otherwise. But always through you and only you.

  • Institutional-quality access to all asset classes and strategies
  • Tax- and jurisdiction-compliant feeder structures
  • Access to direct and co-investment opportunities
  • Legacy asset review and secondary liquidity solutions

Why Work With
Prime Quadrant? 

Expand and enhance what you can offer your clients. We’ll introduce them to a wider world of solutions not available to most advisors.

  • Gain Access 

    Working with Prime Quadrant grants you access to resources an opportunities oftentimes unavailable through conventional channels.

  • Retain Your Relationships 

    Your relationship with your client stays yours. We just enhance the offerings that you’re able to offer them.

  • Deeper Insights 

    Get the chance to expand your horizons, learn, and thoroughly vet opportunities before deployment.

Book a Discovery Call

What Advisors Often Ask Before Reaching Out 

Connect with
Prime Quadrant

Wealth is personal. The conversation should be too. For ultra-affluent families with a complex, multi-generational scope, we're here when you're ready to talk.

REQUEST A CONVERSATION
  • TORONTO
  • MONTREAL
  • VANCOUVER
  • NEW YORK
  • MIAMI