Case Study: Family Office Infrastructure

Admin

A family experienced a significant liquidity event where a large operating business was sold. With the corporate infrastructure no longer available to them, the family turned to Prime Quadrant for advice on developing the framework necessary for a family office.

With the family still owning and running another operating business, Prime Quadrant:

  • Assisted in the hiring of a company accountant
  • Attends operating business bi-weekly meetings to review financial statements
  • Coordinates the year-end tax and accounting compliance
  • Liaises with the accountant to opine on third party investment tax structures
  • Coordinates structural planning and treasury and cash flow management for the family
  • Deals with subscription documents and capital calls on all investments

Prime Quadrant has assisted the family in creating the infrastructure and functionality of a family office at a fraction of the cost that would otherwise be necessary to staff a complete single family office.

Contact Us
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Copyright © 2021 Prime Quadrant Corp. All rights reserved. Privacy Policy

The offering, sale, and/or distribution of the products or services described on this website are not intended for any U.S. Person. If you intend to obtain any product or service from Prime Quadrant that is described on this website, you must first inform Prime Quadrant whether you are a U.S. Person. This website and its contents do not constitute an offer or invitation to purchase or subscribe for any securities or a solicitation of any offer to sell any securities to U.S. Persons. “U.S. Persons” are generally defined as natural persons residing in the United States, or entities organized or incorporated under the laws of the United States. U.S. citizens living abroad may also be deemed “U.S. Persons”.

References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario and Quebec, and as an Investment Fund Manager in Ontario and Quebec.