News, Blogs, Case Studies
Explore insights and expert analysis from our team, covering topical subjects to educate and inform on the latest trends and developments in our industry.
News Articles
Alex Da Costa Assumes Key Leadership Role as Chief Investment Strategist at Prime Quadrant
TORONTO, OCTOBER 17th, 2024—Prime Quadrant, a premier global advisory and consulting firm for Ultra High Net Worth (UHNW) families, is thrilled to...
The 11th Annual Prime Quadrant Conference Supports Pediatric Care and Mental Health
TORONTO, NOVEMBER 3, 2023 – The 11th Annual Prime Quadrant Conference, a prominent event in the financial world, has once again demonstrated its...
Upcoming Conference in Toronto for Family Offices to Support Pediatric Mental Health
TORONTO, AUGUST 15, 2023 – An exciting event is set to take place on November 2, 2023, at the Carlu in the heart of downtown Toronto, as leading...
Prime Quadrant Named as One of the Best Workplaces in Canada
TORONTO, APRIL 13, 2023 – Prime Quadrant, a leading trusted advisor serving over 200 affluent families across North America, is pleased to announce...
Jaques Clariond Assumes Key Leadership Role as Head of Global Advisory and Senior Adviser at Prime Quadrant
TORONTO, JUNE 28, 2023 - Prime Quadrant, a leading global Ultra High Net Worth Family advisory and consulting firm, is pleased to announce the...
Blogs
Proroguing of Parliament: What Ultra-High Net Worth Families Should Know
Written by: Angela Smith On January 6, 2025, Prime Minister Justin Trudeau prorogued the Canadian Parliament, a procedural move that temporarily...
Daily Musings: How Personal Growth Transforms Business and Life
By: Mo Lidsky Exactly one year ago inspired by my friend Allen Lau, I embarked on a little experiment. I decided to pen a daily missive to my team...
Navigating Uncertainty: How Families Can Prepare for a New Paradigm for Canada-US Relations
Written by: Colin Deeks The dust had just begun to settle on the global reactions to Donald Trump’s cabinet picks when he dropped another bombshell...
Incentives
...excerpt from Mo Lidsky's latest book, Partners in Preservation In their book, Switch, Chip and Dan Heath tell the story that may have changed...
The Hero’s Journey of the Family Investor
Successful family investing is a journey full of ups and downs - a path remarkably well described by the classic “Hero’s Journey” story structure....
Prime Quadrant Access LPs – In Search of a Simpler Path
Those who know Prime Quadrant well will tell you that we are fans of broad and thoughtful diversification. In fact, this is core to the first pillar...
Case Studies
Case Study: Philanthropic Mission
After the sale of their family business, a multi-generational family created a vision to ensure their family legacy would live on in their...
Case Study: Family Office Infrastructure
A family experienced a significant liquidity event where a large operating business was sold. With the corporate infrastructure no longer available...
Case Study: Generational Differences
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...
Case Study: Stewardship of Capital
A multi-generational family sold their 50+ year family business, resulting in significant liquid capital. Ownership of the family holding company...
French 
English