Case Study: Stewardship of Capital

Capital

A multi-generational family sold their 50+ year family business, resulting in significant liquid capital. Ownership of the family holding company was shared between generations and it would be necessary to generate income to address the lifestyle needs of the family members.  There was some discord between members of the second generation regarding legacy and philosophy.

To assist them in addressing this disagreement, it was determined that a robust governance structure should be established. Prime Quadrant worked with the family, both collectively and individually, to understand both shared family objectives and differences.  The governance structure was developed to address the ownership roles within the family holding company and included a definition of roles and responsibilities, communication policies and conflict resolution remedies.

Prime Quadrant also assisted the family with alignment of the goals and objectives for their shared portfolio, balancing lifestyle income needs with the desire for a legacy across many generations.  An investment policy was developed to allocate capital across all asset classes and better address the family's need for consistent cash flow.


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.