Our Story

Prime Quadrant was founded as a single family office in the late 1990s. Our founder had accumulated a sizable nest egg through various entrepreneurial efforts and was seeking a wealth management solution that gave him the best opportunity to preserve his wealth. As he canvassed the marketplace, he quickly learned that what he was looking for in an advisor did not exist. Specifically, he was looking for an advisor that would provide him with the following:

• Aligned advice and unbiased research
• Diversification across asset classes and geographies
• Access to best-in-class investment opportunities
• A disciplined process for managing his family’s wealth
• Someone to look after all the needs of the family (e.g., education, governance, administration, etc.)

Refusing to settle for the sub-standard solutions that existed in the market, he decided to manage his own capital and established Prime Quadrant. Over time, other families and entrepreneurs approached Prime Quadrant for independent advice, and we eventually evolved into a multi-family office serving over 190 ultra-affluent families including that of the founder. The principles, values and philosophy upon which we were built remain part of our DNA. Today, we are blessed to have a remarkably experienced team, serving families and providing bespoke advice to assist with all their financial needs.