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...
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...
Prime Quadrant Announces Merger with Beekman Wealth Advisory
FOR IMMEDIATE RELEASE Toronto, Ontario, Canada, October 1, 2022 - Mo Lidsky, CEO of Prime Quadrant, Corp. (“Prime Quadrant”), and Elizabeth...
Blogs
Market Outlook: Q3 2025
Written by: Alex Da Costa “It’s déjà vu all over again” This wonderful quote from the legendary baseball sage Yogi Berra springs to mind as we...
Private Investments: Evergreen vs. Traditional Closed-Ended Funds
Written by: Alex Da Costa Over the last decade or so, private markets, like private equity and real estate, have been gaining traction with families...
How Political Systems Shape Inflation and Growth
Witten By: Dan Lavallee The immense and growing uncertainty around the world driven by conflicts and global trade makes it harder than ever to have...
The Soul of the Family
Rethinking the Priority of Spiritual Capital in the Modern Family Office By Mo Lidsky and Sylvia Solit Executive Summary In an era where wealth is...
Big Beautiful Bill? Not if you’re a Canadian Investor.
Written by: Jake Darlington They say beauty is in the eye of the beholder, and for Canadian investors, this is...
Prime Quadrant Market Outlook: Q2 2025
Written by: Alex Da Costa “Boy, that escalated quickly!” This unforgettable line from the hilarious “Anchorman” springs to mind as we observe the...
Adapting to a Liberal Minority: Strategy Amid the Storm
As the polls predicted, Canada heads into a Liberal minority government. That means the UHNW landscape won’t just shift. It will swirl in...
Navigating a Shifting Global Landscape
Written by: Terry Vaughan & Mo LidskyPublished on: March 18, 2025 Protectionism is not new - threats to Canadian sovereignty are Protectionism...
The Importance of Financial Literacy for Women
By: Dijana EbachPublished on: March 8th, 2025 In today's ever-changing financial world, understanding money matters is more important than ever for...
Prime Quadrant Market Outlook: Q1 2025
Written by: Alex Da Costa A (quick) look back at 2024: Economic growth continued to be solid in 2024 while inflation cooled, allowing the major...
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...