A Family Office Partner for Families Who Expect More

Prime Quadrant is the independent partner for families whose wealth has outgrown conventional advice. We primarily work on a retainer basis with families who expect more from wealth, and want to level up what it can do for them.  

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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 relationships families develop with significant wealth. Prime Quadrant helps families recognize where they stand and move with intention toward what comes next.

INSTINCTIVE
1
POSSESSIVE
2
PROTECTIVE
3
INTEGRATIVE
4
REFLECTIVE
5
GENERATIVE
6
TRANSCENDENT
7
EXPLORE THE FRAMEWORK
for ultra-affluent families*

Whom We Serve

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

*Ultra-affluent families are typically those with over $30m of investible assets and/or substantial non-investible assets.

Ultra-High-Net-Worth Family Offices

Ultra-Affluent Family Offices

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

Founders

Founders

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

Entrepreneurs

Entrepreneurs

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

Frame 14

RisingGen

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

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 help 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
  • Estate, Trust & Tax Strategy
  • Legacy Asset Solutions
  • Direct Investments
  • Investment Solutions
EXPLORE MY WEALTH
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
EXPLORE MYSELF
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
EXPLORE MY FAMILY
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
EXPLORE My Impact

Our Values

We elevate wealth beyond the balance sheet, aligning it with the relationships, purpose, and aspirations that define families who expect more.

P
Purposeful

We focus on helping families achieve their highest priorities and empower them to make better decisions.

A
Authentic

Always aligned, transparent, and squarely in the client's corner. Our integrity and independence are our most valued assets.

T
Tenacious

Relentless learners who prize excellence, always seeking to set a higher standard for ourselves and our industry.

H
Humble

We value those around us, recognizing that nothing meaningful can be achieved without our collective efforts.

001 PQ 2024

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.

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What Families Often Ask Before Reaching Out

Who does Prime Quadrant work with?

Our clients usually have $30M+ in total family assets, but that isn't a hard rule. What matters more is complexity, multi-generational scope, and whether integrated service across investments, governance, wellbeing, and impact would add real, meaningful value.

How is a multi-family office different from a private bank?

Banks push proprietary products. Generic RIAs usually manage a portfolio and nothing else. We're fully independent, product-agnostic, and serve across all Four Quadrants of your family's wealth. One team, one plan.

Do you serve families outside Canada?

Yes. We serve families across North America. Our team includes cross-border specialists for U.S. and international tax, estate, and investment structures.

How many families like mine do you serve?

We work with ultra-high-net-worth families across Canada and the U.S., capped intentionally at 300. Most have $30M+ in assets and share the same core challenges: multigenerational wealth, business interests, philanthropic ambitions, and the need for coordination across advisors, jurisdictions, and generations.

Why does Prime Quadrant cap the number of families it works with?

The depth we commit to requires real time. We get to know every family deeply, respond quickly, and bring the full team to each relationship. We won't compromise on that.

Do you have examples of how you've helped families?

The work looks different for every family. Some come to us mid-liquidity event and need to move quickly. Others come with a generation about to inherit and nowhere near ready. Some need philanthropic infrastructure they can actually build a legacy on. Others need someone to coordinate the advisors and jurisdictions that have quietly multiplied over the years.

Who will I work with, and what are their qualifications?

We have a dedicated team of specialists across disciplines, including investing, tax, estate planning, wellness, relational health, liquidity, family governance, and philanthropy. You'll have a primary point of contact, with the full bench available based on your needs. Our team has trust & estate practitioners, former operators of major financial institutions, and members with designations including CFA, MBA, MSc, CIM, ASA, CTM, CAIA, and FEA.

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.

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