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
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...
Canada Faces Uncertainty as Trump’s Tariff Threat Looms
Update to our December 3rd Article titled: Navigating Uncertainty: How Families Can Prepare for a New Paradigm for Canada-US Relations Written by:...
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...
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...
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