10.1.2021

Prime Quadrant Announces Merger with Beekman Wealth Advisory

FOR IMMEDIATE RELEASE

Toronto, Ontario, Canada, October 1, 2022 - Mo Lidsky, CEO of Prime Quadrant, Corp. (“Prime Quadrant”), and Elizabeth Anderson, Founder of Beekman Wealth Advisory, LLC (“BWA”), are pleased to announce that BWA has merged with Prime Quadrant, effective October 1, 2022.

Prime Quadrant, headquartered in Toronto, Ontario, and BWA, based in New York City, each serve high net worth and ultra-high net worth families and individuals, and provide complementary consulting services. Both are independently-operated and staunchly committed to providing fiduciary based advice to their client families.

Mr. Lidsky said, “In all my years in the business, I have never met anyone as aligned with their clients and thoughtful about their interests as Libby and her team. They are conscientious, empathetic, thoughtful and laser focused on the needs of the families they serve. We are ecstatic to be partnering with such consummate professionals, excited about how much we can learn from them, and looking forward to serving our clients even better, together.”

In similar vein, Ms. Anderson added, “We are pleased to be joining forces with an organization that is so similar to us in terms of client service, investment philosophy and business model.  We believe the combination will enhance our offering to BWA’s clients.”

BWA now operates as Prime Quadrant US, LLC. Prime Quadrant is a partner firm of Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services.

About Prime Quadrant

Prime Quadrant serves over 190 affluent Canadian families across the country and consults on over CAD $21 billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.  Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us. For more information, please visit www.primequadrant.com.

About Beekman Wealth Advisory, LLC

Beekman Wealth Advisory, LLC (“BWA”), headquartered in New York City, provides high touch services to select private investors and their families. BWA serves as Chief Investment Officer, providing ongoing investment diligence of managers, mutual funds and other securities; asset allocation and manager recommendations; and performance reporting oversight. BWA also undertakes single-engagement projects,  analyzing specific aspects of a portfolio or a client’s financial life.

Media contact

For any media questions or requests, please email marketing@primequadrant.com.

Please note: this email address is only for media inquiries, and only inquiries from the media will receive a response. For all other questions, please select a category from our Contact Us page.

FOR IMMEDIATE RELEASE

Toronto, Ontario, Canada, October 1, 2022 - Mo Lidsky, CEO of Prime Quadrant, Corp. (“Prime Quadrant”), and Elizabeth Anderson, Founder of Beekman Wealth Advisory, LLC (“BWA”), are pleased to announce that BWA has merged with Prime Quadrant, effective October 1, 2022.

Prime Quadrant, headquartered in Toronto, Ontario, and BWA, based in New York City, each serve high net worth and ultra-high net worth families and individuals, and provide complementary consulting services. Both are independently-operated and staunchly committed to providing fiduciary based advice to their client families.

Mr. Lidsky said, “In all my years in the business, I have never met anyone as aligned with their clients and thoughtful about their interests as Libby and her team. They are conscientious, empathetic, thoughtful and laser focused on the needs of the families they serve. We are ecstatic to be partnering with such consummate professionals, excited about how much we can learn from them, and looking forward to serving our clients even better, together.”

In similar vein, Ms. Anderson added, “We are pleased to be joining forces with an organization that is so similar to us in terms of client service, investment philosophy and business model.  We believe the combination will enhance our offering to BWA’s clients.”

BWA now operates as Prime Quadrant US, LLC. Prime Quadrant is a partner firm of Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services.

About Prime Quadrant

Prime Quadrant serves over 190 affluent Canadian families across the country and consults on over CAD $21 billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.  Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us. For more information, please visit www.primequadrant.com.

About Beekman Wealth Advisory, LLC

Beekman Wealth Advisory, LLC (“BWA”), headquartered in New York City, provides high touch services to select private investors and their families. BWA serves as Chief Investment Officer, providing ongoing investment diligence of managers, mutual funds and other securities; asset allocation and manager recommendations; and performance reporting oversight. BWA also undertakes single-engagement projects,  analyzing specific aspects of a portfolio or a client’s financial life.

Media contact

For any media questions or requests, please email marketing@primequadrant.com.

Please note: this email address is only for media inquiries, and only inquiries from the media will receive a response. For all other questions, please select a category from our Contact Us page.

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