Empowering Families
For The Future
Advice you trust. Peace of mind you deserve.
We are Prime Quadrant
Our mission is to empower families for the future. We educate and empower you to be an extraordinary steward of capital.
We began with the belief that ultra-affluent families and family offices should have access to institutional-quality options—offering aligned interests, a diversity of opportunities, exceptional planning and predictable outcomes.
Purposeful
We focus on helping families achieve their highest priorities and empowering them to make better decisions.
Authentic
We are always aligned, transparent and squarely in the client’s corner. Our integrity and independence are our most valued asset.
Tenacious
We are relentless learners who prize excellence, always seeking to set a higher standard for ourselves and our industry.
Humble
We value those around us, recognizing that nothing meaningful can be achieved without our collective efforts.
Our Values
We are Prime Quadrant
Our mission is to empower families for the future. We educate and empower you to be an extraordinary steward of capital.
We began with the belief that ultra-affluent families and family offices should have access to institutional-quality options—offering aligned interests, a diversity of opportunities, exceptional planning and predictable outcomes.
Our Values
Purposeful
We focus on helping families achieve their highest priorities and empowering them to make better decisions.
Authentic
We are always aligned, transparent and squarely in the client’s corner. Our integrity and independence are our most valued asset.
Tenacious
We are relentless learners who prize excellence, always seeking to set a higher standard for ourselves and our industry.
Humble
We value those around us, recognizing that nothing meaningful can be achieved without our collective efforts.
Prime Quadrant At A Glance
0
Years of Combined Relevant Experience
0
Ultra-Affluent Families
0
Assets Under Consultation ⁽¹⁾ in CAD
0
Families Empowered Through Education
0
Team Members, and Growing
0
Years Serving Families
⁽¹⁾ This figure represents Assets Under Consultation ™ (AUC) as of 9/30/2024 for Prime Quadrant, which is a different standard of measurement than discretionary Assets Under Management (AUM). We believe AUC fairly represents our comprehensive service model. We provide strategic consulting solutions across our client families’ entire universe of assets, regardless of the nature of those assets, how they were sourced or where they are custodied.
Recent Blogs
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