# Prime Quadrant

> Prime Quadrant is a Toronto-founded independent multi-family office that advises more than 260 ultra-affluent families on roughly C$26 billion in assets under consultation. It combines institutional investment work with tax and estate coordination, family governance, philanthropy, wellness, and advisor infrastructure, charging primarily by custom retainer rather than selling proprietary products.

- **Founded:** 1998
- **Headquarters:** Toronto, Canada
- **Founders:** Ian Rosmarin (Founder and Chairman Emeritus)
- **Team size:** Approximately 120 employees according to the supplied company record and current company materials; Great Place to Work listed 94 employees in its earlier company snapshot.
- **Products:** Outsourced Chief Investment Officer, Outsourced Chief Financial Officer, Estate, Trust and Tax Strategy, Legacy Asset Solutions, Prime Quadrant Partners
- **Notable:** Grew from a single-family office into an advisory serving more than 260 families and C$26 billion in assets under consultation., Expanded from Toronto to offices in Montreal, New York, Vancouver, and Miami., Registered as a portfolio manager in Ontario in 2016 and later expanded registration across several Canadian provinces.

## Products & services

- **Outsourced Chief Investment Officer** — Institutional-style asset allocation, manager selection, due diligence, risk monitoring, reporting, and delegated or collaborative portfolio management.
- **Outsourced Chief Financial Officer** — Fractional strategic financial management that coordinates decisions and provides a consolidated view of family finances.
- **Estate, Trust and Tax Strategy** — A strategic family advisor coordinates accountants, lawyers, trustees, and other specialists into one plan.
- **Legacy Asset Solutions** — Valuation, structure, transparency, and decision support for inherited or concentrated legacy holdings.
- **Prime Quadrant Partners** — Invitation-only direct and co-investment sourcing across multiple asset classes for suitable client families.
- **Investment Solutions** — Lighter-touch access to curated global public and private investment opportunities designed to complement a family's existing portfolio.
- **Family Office Solutions** — Family governance, relationship coaching, rising-generation education, succession planning, retreats, and family-office coordination.
- **Impact and Philanthropic Solutions** — Donor-advised funds, strategic philanthropy, impact investing, community events, and giving administration.
- **Prime Quadrant Advisor Solutions** — Behind-the-scenes investment, reporting, governance, philanthropy, and risk infrastructure for RIAs and other advisors serving complex clients.

## Achievements

- Grew from a single-family office into an advisory serving more than 260 families and C$26 billion in assets under consultation.
- Expanded from Toronto to offices in Montreal, New York, Vancouver, and Miami.
- Registered as a portfolio manager in Ontario in 2016 and later expanded registration across several Canadian provinces.
- Built an annual conference that the firm says now attracts more than 400 investors and family offices and supports pediatric care and mental health.
- Ranked #66 on Great Place to Work's 2026 Best Workplaces in Canada list for employers with fewer than 100 employees and #35 in Financial Services and Insurance.
- Returned to 100% management ownership after buying out Focus Financial Partners' minority stake in 2025.

## Latest updates

- **2026-11** — The 14th annual Prime Quadrant Conference is scheduled for November 5, 2026, at the Four Seasons Toronto, with the firm advertising 400+ investors and family offices.
- **2026-04** — Great Place to Work ranked Prime Quadrant #66 among Canada's 2026 workplaces with fewer than 100 employees and #35 in Financial Services and Insurance.
- **2026-01** — CEO Mo Lidsky and Bob Gould published konnect better: unlocking the power of your relationships.
- **2025-02** — Management bought back Focus Financial Partners' minority interest, returning Prime Quadrant to 100% management ownership.
- **2024** — Prime Quadrant opened a Miami office; Alex Da Costa rejoined the firm as Chief Investment Strategist.

## Links

- Website: https://primequadrant.com/
- LinkedIn: https://www.linkedin.com/company/prime-quadrant/
- YouTube: https://www.youtube.com/@PrimeQuadrantYoutube
- Instagram: https://www.instagram.com/primequadrantcorp/

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Profile page: https://yespress.io/prime-quadrant
Published by YesPress — https://yespress.io
Last updated: 2026-08-23