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Wealth Management
That Serves Only Your Family
Families come to Prime Quadrant when their wealth has outgrown a patchwork of advisors and they are ready for a fundamentally different approach.
My Wealth
Families need more than an investment manager. They 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
A dedicated investment partner who brings institutional quality portfolio management, asset allocation expertise, and rigorous investment research to your family's wealth without the cost of building an in-house investment team. From manager selection and due diligence to risk monitoring and long-term capital growth strategies, the OCIO ensures your investments are working as hard as possible toward your family's goals. Clients can choose to be actively involved in every decision or delegate investment management to Prime Quadrant.
Investment Solutions
Our Investment Solutions relationship structure gives families the opportunity to participate in our well-curated flow of global investment opportunities in all asset classes, at the same time and on the same terms (often preferred), as our Investment Advisory clients. This includes opportunities in both “evergreen” strategies and private capital and is meant to complement and enhance the deal flow that families may have themselves. While the relationship is streamlined with lighter-touch reporting and a more flexible meeting cadence, we work to develop proactive relationships and understand clients’ broader portfolio context, to increase the relevance of our suggestions.
Outsourced Chief Financial
Officer
A dedicated financial partner who provides high-level financial management and strategic advisory services on a fractional basis to streamline decision-making, enhance wealth planning, and provide a 360-degree view of your family’s financial situation.
Estate, Trust & Tax Strategy
Most families have excellent accountants, lawyers, and trustees, but no single advisor who connects all the recommendations into one cohesive, values-aligned plan. That is what this service provides. We assign a Strategic Family Advisor who understands the family deeply and orchestrates all professionals to deliver clarity, coordination, and confidence.
Legacy Asset Solutions
Inherited assets often come with unresolved decisions and little visibility into what they're worth or what to do next. We bring structure, transparency, and strategic purpose to the holdings your family has built across generations.
Prime Quadrant Partners
Prime Quadrant Partners curates and facilitates direct and co-investment opportunities to deploy private capital through our rich network of relationships across multiple asset classes. This offering is by invitation only, for families where direct deal private capital investing is a natural fit.
The Specialists Behind Your Strategy
Every family has a Senior Consultant and team working in coordination with specialists across every dimension of their wealth.
Alex Da Costa is the Chief Investment Strategist at Prime Quadrant.
Alex has 25+ years of experience in the financial industry, with a particular focus on alternative investments. Prior to re-joining Prime Quadrant in 2024, he held the position of Senior Vice President at PIMCO, a leading investment manager. From 2019-2022, he served as Head of Investments at Prime Quadrant.
Earlier in his career, Alex held key leadership roles at Pavilion Advisory Group (later acquired by Mercer), and ABN AMRO Asset Management, where he specialized in hedge fund advisory and portfolio management. He also co-founded SilverStreet Capital, playing a crucial role in developing the business, including research and portfolio management.
Alex holds an MSc in Finance from the ICMA Centre, University of Reading, and a bachelor’s degree in civil engineering from the University of Southampton.
Peter has over 30 years of business development and relationship management experience, working with institutional and family office investors. He has been increasingly involved with alternative investments for a number of years.
Prior to Prime Quadrant, Peter had worked at Kensington Capital in Toronto, and previously for two alternatives investment managers in the U.S. Before that he had been in senior roles with Russell Investments and Citigroup, both in Canada and the U.S.
Peter has a B. Comm. (Economics) from the University of Toronto and an M.B.A. from Columbia University. He is a member of the Investment Committee of the Holland-Bloorview Hospital and was a former member of the Investment Committee of the Jewish Federation of Greater Toronto.
Jaques Clariond is Head of Global Advisory & Senior Adviser at Prime Quadrant. He serves as a trusted adviser to US family office clients in addition to providing leadership across the broader consulting and adviser teams.
Jaques has extensive experience working with family offices, most recently with his private investment office, Baudpont Asset Management, which invests across venture capital, private equity, and real estate. He has also held senior roles with Brookfield Asset Management, Vanguard, and UBS, where he developed investment solutions for family office clients across a variety of traditional and alternative investment asset classes. Jaques also serves on the Investment Committee for Blue Ivy Ventures, a venture capital fund focused on investing in disruptive businesses backed and funded by Yale University alumni. Jaques serves as Chair of Tiger21 Greenwich, the premier global peer membership organization for ultra-high-net-worth entrepreneurs, investors and executives.
Jaques earned a B.A. in Economics and Political Science from Bowdoin College and an MBA in Asset Management from the School of Management at Yale University. He is a graduate of Choate Rosemary Hall, a CFA Charterholder, and a member of the CFA Society of New York. Jaques also serves as an officer of the Choate Rosemary Hall Alumni Association Executive Council where he is Chair of the 1890 Society.
Case Studies
Every family's story is different, but the challenges are often familiar. See how we help families find clarity, alignment, and purpose in their wealth.
Connect with
Prime Quadrant
Wealth is personal. The conversation should be too. For families nearing or at $30M+ and a complex, multi-generational scope, we're here when you're ready to talk.
