Expect More From Wealth

Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line. We work with ultra-high-net-worth families who refuse to settle on their capital, their relationships, their legacy, and themselves.

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260+
FAMILIES SERVED
$26B
ASSETS UNDER CONSULTATION*
120+
TEAM MEMBERS
25+
YEARS SERVING FAMILIES

The Four-Quadrant Framework

Managing wealth well takes more than financial expertise. The person, family, and impact behind the capital all shape the definition of success. Our proprietary Four-Quadrant Framework is how we help families expect more from all of it.

01
My Wealth
02
Myself
03
My Family
04
My Impact
My Wealth Chair outside building

My Wealth

Your wealth is complex and multi-faceted. To help drive it towards all, not just one, of your priorities, you will need someone who sees and manages the whole picture with deep expertise in every dimension and one integrated strategy connecting them all.

  • Outsourced Chief Investment Officer
  • Outsourced Chief Financial
    Officer
  • Estate, Trust & Tax Strategy
  • Legacy Asset Solutions
  • Direct Investments
  • Investment Solutions
Myself Person in a pool looking over the ocean

Myself

Helping individuals be aware of who they are beyond their wealth, and who they can become.

  • Wellness coaching
  • Conscious capital
  • Self-discovery & awareness
My Family A grandpa with his young grandchild

My Family

Helping families develop capable stewards, clear governance, and shared language for success, stress, and succession​.

  • family governance
  • relationship coaching
  • family office solutions
  • risinggen education & connection
  • family legacy retreats
My Impact A young girl planting a tree with her mother

My Impact

Ensuring that socially-conscious donating reflects lasting change that matters to you and your family.

  • Donor-Advised Funds
  • Impact investing
  • Community & Peer events
For families with $30M+ in investable assets

Whom We Serve

The families we serve expect wealth management that meets the weight of what they’ve built. We keep the practice small so it always does.

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Ultra-High-Net-Worth Family Offices

Your balance sheet has outpaced the models built to manage it. You need one partner with the full view.

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Founders

You built something exceptional by seeing what others missed and refusing to accept ordinary. We manage wealth the same way.

Frame 13

Entrepreneurs

Our culture was built by entrepreneurs who know what running a business demands. We bring institutional access without institutional pace.

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Heirs & Next-Gen

Your wealth came with a story. We help you decide what the next one looks like.

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Why Work With Prime Quadrant?

Only a handful of firms work with families like yours. Here's how we stand apart from them.

  • Four-Quadrant Framework

    We manage the wealth, the person behind it, the family it shapes, and the impact it creates.

  • Independent

    Our compensation comes from our clients, primarily on a flat-fee basis. Nothing else shapes the advice we give.

  • Open Architecture

    We build nothing of our own, which leaves us free to source the best opportunities anywhere in the world. Our advice follows the opportunity, never the inventory. 

Our Leadership

Our team shows up every day not just to grow wealth, but to help families thrive across generations and every dimension of life.

Mo Lidsky
Mo Lidsky
Chairman and Chief Executive Officer
Toronto
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Peter Fink
Peter Fink
Managing Consultant
Toronto
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Alex Da Costa
Alex Da Costa
Chief Investment Strategist
Montréal
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Roy Bernhard
Roy Bernhard
Chief Information Officer
Toronto
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2026 RECAP

The Giving Games

The Giving Games brings together community change-makers, and well-known philanthropists demonstrate how they assess charitable innovation and opportunity for impact.

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NOVEMBER 5ᵀᴴ, 2026 • FOUR SEASONS HOTEL, TORONTO

The Prime Quadrant Conference.

The 14th Annual Prime Quadrant Conference returns to Toronto on November 5, 2026, bringing together world class speakers and 400+ investors in support of pediatric care and mental health.

Our Perspective

Thinking from our team on the topics that shape wealth at this level.

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INSIGHTS

Prime Quadrant Market Outlook: Q2 2026

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PODCAST

Prime Talks Ep. 61 - Mike Posner & Alli Schaper on Building a Life That's Successful and Alive

Connect with
Prime Quadrant

Wealth is personal. The conversation should be too. For ultra-affluent families with a complex, multi-generational scope, we're here when you're ready to talk.

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MONTREAL
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NEW YORK
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Connect with Prime Quadrant