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.
The Third Education: Preparing the Next Generation to Steward Wealth
By: Mo Lidsky A few years ago, one of Canada's most affluent individuals said something to me that I haven't been able to stop thinking about....
When Should You Talk to Your Children About Family Wealth?
When Should You Talk to Your Children About Family Wealth? By: Angela Smith One of the questions we hear most often from ultra-affluent families is,...
Giving Well: A Skill Worth Developing
April 30th, 2026 Philanthropy is one of the most personal decisions a family can make. Yet, for many, the process of giving remains reactive....
White Paper: Financing Liquidity Without Liquidation
How Ultra-high-net-worth Families Think about Capital, Control, and Optionality Imagine a family navigating a meaningful liquidity need. Not...
Prime Quadrant Market Outlook: Q1 2026
Written by: Alex Da Costa "The Signal is the truth. The noise is what distracts us from the truth." - Nate Silver What a time to be alive! When X...
The Future of Finance is Feminine
Written by: Sylvia Solit, Founder of The Prime Process March 8th, 2026 By 2030, women are projected to control more than $30 trillion in financial...
How to Stay Connected with the People Who Matter Most
Written by: Jolene WatkinFebruary 14th, 2026 Where Connection Feels Hard Today We live in a world that is constantly connected, yet real...
Three Lessons 2025 Taught Me (The Hard Way)
Written by: Mo Lidsky January 1st, 2026 When I reflect on 2025, what stands out most aren’t the financial highlights or the business lessons, but...
Prime Quadrant Market Outlook: Q4 2025
Written by: Alex Da Costa "You never know you're in a bubble until it pops." As autumn falls into winter, a decided chill is blowing in the air and...