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

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Our Perspective
Quarterly Market Outlook

Prime Quadrant Market Outlook: Q2 2026

Quarterly Market Outlook

Prime Quadrant Market Outlook: Q2 2026

Forget the Moon, we’re going to Mars (apparently)

By Alex Da Costa · Jun 2026 · 7 min read

Is a Discretionary Mandate Right for Our Family?

Our Perspective

Is a Discretionary Mandate Right for Our Family?

Families have many questions when considering a discretionary mandate. Here, we have captured eight...

Mo Lidsky · Jun 2026 · 4 min read

Prime Quadrant Market Outlook: Q2 2026

Quarterly Market Outlook

Prime Quadrant Market Outlook: Q2 2026

Forget the Moon, we’re going to Mars (apparently)

Alex Da Costa · Jun 2026 · 7 min read

The Third Education: Preparing the Next Generation to Steward Wealth

Our Perspective

The Third Education: Preparing the Next Generation to Steward Wealth

A few years ago, one of Canada's most affluent individuals said something to me that I haven't been...

Mo Lidsky · Jun 2026 · 3 min read

When Should You Talk to Your Children About Family Wealth?

Our Perspective

When Should You Talk to Your Children About Family Wealth?

One of the questions we hear most often from ultra-affluent families is, “When should we tell our...

Angela Smith · May 2026 · 5 min read

White Paper: Financing Liquidity Without Liquidation

Our Perspective

White Paper: Financing Liquidity Without Liquidation

How Ultra-high-net-worth Families Think about Capital, Control, and Optionality Imagine a family...

Prime Quadrant · Mar 2026 · 2 min read

Prime Quadrant Market Outlook: Q1 2026

Quarterly Market Outlook

Prime Quadrant Market Outlook: Q1 2026

"The Signal is the truth. The noise is what distracts us from the truth." - Nate Silver What a time...

Alex Da Costa · Mar 2026 · 4 min read

The Future of Finance is Feminine

Our Perspective

The Future of Finance is Feminine

By 2030, women are projected to control more than $30 trillion in financial assets in the United...

Sylvia Solit · Mar 2026 · 2 min read

How to Stay Connected with the People Who Matter Most

Our Perspective

How to Stay Connected with the People Who Matter Most

Where Connection Feels Hard Today We live in a world that is constantly connected, yet real...

Jolene Watkin · Feb 2026 · 2 min read

Prime Quadrant Market Outlook: Q4 2025

Quarterly Market Outlook

Prime Quadrant Market Outlook: Q4 2025

You never know you're in a bubble until it pops. As autumn falls into winter, a decided chill is...

Alex Da Costa · Dec 2025 · 5 min read

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