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-affluent families who refuse to settle on their capital, their relationships, their legacy, and themselves.

Prime Quadrant Graphic
260+
FAMILIES SERVED
$26B
ASSETS UNDER CONSULTATION¹
120+
TEAM MEMBERS
25+
YEARS SERVING FAMILIES
ALL FIGURES AS OF JULY 1, 2026
A NEW MODEL OF WEALTH

The Arc of Capital Consciousness

There are seven distinct relationships ultra-affluent people can have with wealth, each with its own logic, characteristic blind spots, and pathway forward.  Prime Quadrant helps people recognize their current decision-making lens and what would be unlocked at another level.

  1. Instinctive
    CAPITAL AS SURVIVAL
  2. Competitive
    CAPITAL AS ACCUMULATION
  3. Protective
    CAPITAL AS SHIELD
  4. Integrative
    CAPITAL AS SYSTEM
  5. Reflective
    CAPITAL AS MIRROR
  6. Generative
    CAPITAL AS FORCE
  7. Transcendent
    CAPITAL AS FREEDOM

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.

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
for ultra-affluent families²

Whom We Serve

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

2. Ultra-affluent families are typically those with over $30m of investible assets and/or substantial non-investible assets.

Ultra-Affluent Family Offices

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

Founders

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

Entrepreneurs

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

RisingGen

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

Prime Quadrant Team

Why Work With Prime Quadrant?

Only a handful of firms can level up 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 retainer basis. Nothing else shapes the advice we give.

  • Holistic

    We advise across the full gamut of family office needs, such as tax, investments, trusts and estates, governance, education, philanthropy, family dynamics, and sense of purpose.
  • 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 to help families thrive across generations and every dimension of life.

Mo Lidsky

Chairman and Chief Executive Officer
Toronto
VIEW BIO

Peter Fink

Managing Consultant
Toronto
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Alex Da Costa

Chief Investment Strategist
Montréal
VIEW BIO

Roy Bernhard

Chief Information Officer
Toronto
VIEW BIO
An event image with three participants on a couch
2026 RECAP

The Giving Games

The Giving Games brings together community change-makers, and well-known philanthropists to demonstrate charitable innovation, highlight opportunistic impact, and increase the joy of philanthropy.

Prime Quadrant Conference
NOVEMBER 5ᵀᴴ, 2026 • FOUR SEASONS HOTEL, TORONTO

The Prime Quadrant Conference.

The 14th Annual Prime Quadrant Conference returns to Toronto, bringing together world-class speakers as well as 400+ investors and family offices in support of mental health.

Our Perspective

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

INSIGHTS

The More Technology We Add, the More Human the Consultant Relationship Will Become

PODCAST

Prime Talks Ep. 64 - Lexi Bowes-Lyon: Conservation, Capital, and Making Nature Investable

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.

  • TORONTO
  • MONTREAL
  • VANCOUVER
  • NEW YORK
  • MIAMI