Insights

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

  • There are no suggestions because the search field is empty.
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
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
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
The Soul of the Family
Our Perspective
The Soul of the Family
Rethinking the Priority of Spiritual Capital in the Modern Family Office Executive Summary In an...
Sylvia Solit, Mo Lidsky · Jun 2025 · 9 min read
Navigating a Shifting Global Landscape
Our Perspective
Navigating a Shifting Global Landscape
Protectionism is not new - threats to Canadian sovereignty are Protectionism and tariffs have been...
Terry Vaughan, Mo Lidsky · Mar 2025 · 2 min read
The Importance of Financial Literacy for Women
Our Perspective
The Importance of Financial Literacy for Women
In today's ever-changing financial world, understanding money matters is more important than ever...
Dijana Ebach · Mar 2025 · 2 min read
1 2

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.

REQUEST A CONVERSATION
TORONTO
MONTREAL
VANCOUVER
NEW YORK
MIAMI
Connect with Prime Quadrant