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.
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...
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...
White Paper: Evaluating Your Familys Investment Performance
Download the White Paper You've done all the right things. You have an investment plan in place. You've worked hard to set up a structure for...
Incentives
...excerpt from Mo Lidsky's latest book, Partners in Preservation In their book, Switch, Chip and Dan Heath tell the story that may have changed...
The Hero’s Journey of the Family Investor
Successful family investing is a journey full of ups and downs - a path remarkably well described by the classic “Hero’s Journey” story structure....
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...