Families
Advisors
- Advisors Overview
- Book a Discovery Call
Our Perspective
- Insights
- Podcast
- Books
About
- Our Story
- Our Team
- Foundation
- Conference
- Careers

Client Login GET IN TOUCH

Our Perspective
Insights

Insights

Original thinking on capital, family governance, philanthropy, and intergenerational wealth, from a multi-family office that has worked with families since 2010.

Stay Informed

Thoughtful updates on markets, planning, and family wealth.

This is a search field with an auto-suggest feature attached.

There are no suggestions because the search field is empty.

CATEGORIES

All
INVESTING
MY FAMILY
MY IMPACT
MY WEALTH
MYSELF
OUR PERSPECTIVE
QUARTERLY MARKET OUTLOOK
WHITE PAPERS

Prime Quadrant Market Outlook Q3 2026

Featured

Prime Quadrant Market Outlook Q3 2026

Sticks and stones may break my bones, but words (and memes) can never harm me.

By Alex Da Costa · Sep 2026 · 7 min read

The Soft-Landing Problem: Raising Children Who Can Fail (and then Succeed)

The Soft-Landing Problem: Raising Children Who Can Fail (and then Succeed)

We can open doors for our children, but we cannot walk through those doors on their behalf. The...

Mo Lidsky · Sep 2026 · 1 min read

Prime Quadrant Market Outlook Q3 2026

Prime Quadrant Market Outlook Q3 2026

Sticks and stones may break my bones, but words (and memes) can never harm me.

Alex Da Costa · Sep 2026 · 7 min read

The Relationship Paradox: How Success Can Make Staying Connected Harder

The Relationship Paradox: How Success Can Make Staying Connected Harder

Picture a founder on the night of a closing dinner. The deal has taken eighteen months. Across...

Jolene Watkin · Sep 2026 · 6 min read

The More Technology We Add, the More Human the Consultant Relationship Will Become

The More Technology We Add, the More Human the Consultant Relationship Will Become

Imagine sitting down with your consultant and not having to begin with the usual recap. No reminder...

Roy Bernhard · Sep 2026 · 6 min read

When The Pieces Fit Together: Coordinating Estate, Trust, and Tax Planning for Ultra-Affluent Families

When The Pieces Fit Together: Coordinating Estate, Trust, and Tax Planning for Ultra-Affluent Families

Every advisor is excellent, every recommendation sound, and yet something still feels unsettled....

Dov Wolman · Sep 2026 · 1 min read

Central Family Advisors joins with Prime Quadrant, Expanding Multi-Family Office Presence in New York

Central Family Advisors joins with Prime Quadrant, Expanding Multi-Family Office Presence in New York

Partnership brings Marcelo Mendoza and the Central Family Advisors team into Prime Quadrant US,...

Prime Quadrant · Sep 2026 · 2 min read

What exactly is a family office? And other questions ultra-affluent families often ask

What exactly is a family office? And other questions ultra-affluent families often ask

For many families, the decision to explore a family office has little to do with a specific net...

Nancy Marshall · Aug 2026 · 4 min read

From Survival to Freedom: Navigating The Arc of Capital Consciousness

From Survival to Freedom: Navigating The Arc of Capital Consciousness

The framework that follows emerged from nearly twenty years working with ultra-affluent families...

Mo Lidsky · Jul 2026 · 1 min read

Prime Quadrant Partners Co-Invests in the 407 ETR Alongside Institutional Investors

Prime Quadrant Partners Co-Invests in the 407 ETR Alongside Institutional Investors

We are delighted to share that Prime Quadrant Partners is a co-investor in the 407 ETR alongside...

Prime Quadrant · Jul 2026 · 1 min read

1 2 3 4

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

Connect with Prime Quadrant

Stay Informed

Thoughtful updates on markets, planning, and family wealth.

An independent multi-family office serving families and the advisors who work with them.

^1. For many of our clients, we provide consulting services for all of their assets and therefore use the Assets Under Consultation metric of measurement. This term is different from the more traditional Assets Under Management metric of measurement.

FAMILIES
- Overview
- My Wealth
- Myself
- My Family
- My Impact
ADVISORS
PERSPECTIVE
- Insights
- Podcast
- Books
ABOUT
- Our Story
- Our Team
- Foundation
- Conference
- Careers

© 2026 Prime Quadrant. All rights reserved.

Form CRS
Legal & Compliance
Privacy Policy
Terms of Use