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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OUR PURPOSE

We elevate wealth beyond the balance sheet, aligning it with the relationships, purpose, and aspirations that define families who expect more.

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 Prime Quadrant helps families expect more from all of it.

My Wealth

Managing money with discipline, alignment, and expanded solutions.

Myself

Who you are beyond your wealth, and who you can become.

My Family

Capable stewards, clear governance, and shared language across generations.

My Impact

Directing capital toward the causes, communities, and changes you want to see.

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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.

Ultra-High-Net-Worth Family Offices

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

Founders

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

Entrepreneurs

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

Heirs and Next-Gen

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

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.

Prime Quadrant at a Glance

400+

Years of Combined Relevant Experience

260+

Ultra-Affluent Families

$26B+

Assets Under Consultation ⁽¹⁾ in CAD

1000+

Families Empowered Through Education

115+

Team Members, and Growing

25+

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.