Supporting your Family’s Financial, Social, and Human Capital Needs
Helping Families Across the Family Macrocosm
We provide our client families with advice and education across all dimensions of the Family Macrocosm, always looking out for their best interest. This allows families to focus on their most important objectives, while preserving what has been built and empowering them for the future.
What is the Family Macrocosm™?
The “Family Macrocosm™” provides a holistic range of solutions, tailored to each family office’s unique needs. They include solutions focused on Capital, Family, Planning, Administration, and Society. We provide our client families with advice and education across all dimensions of this Macrocosm, always looking out for their best interest. This allows families to focus on their most important objectives, while preserving what has been built and empowering them for the future.
Financial Capital
With each family, we undertake a comprehensive process to gain a deep understanding of their unique needs and objectives before providing any advice or recommendations for investments, resources, or solutions. With families that have already completed holistic and integrated planning, we will work with their existing plans to optimize their journey towards achieving their objectives, and provide access to the research, resources, opportunities, and support that will help them get there.
Human Capital
Wealth offers families great advantages but can also introduce challenges and complex family dynamics. We work closely with families to help articulate and support their vision and values so that legacy planning is a collaborative process. We work inter-generationally, ensuring that all family members can benefit from curated education, tailored facilitation, and understanding of best practices across all aspects of inter-generational needs.
Social Capital
Whether in their community or across the globe, we support families in making a difference in a manner aligned with their values and vision. Strategic philanthropy can also help foster a family’s values across generations, bringing the family closer together and helping others at the same time. We also help families tailor investment portfolios to their level of social consciousness, while ensuring that they are aligned with all other goals and objectives.
*Not all solutions are available in all jurisdictions in which Prime Quadrant operates.
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