family-governance
(2)Company
Company
Fintech · Enterprise
The Family Office That Put a 300-Client Ceiling on a $26 Billion Problem
Prime Quadrant started after one family discovered that a liquidity event can buy almost anything except unbiased advice. Now the firm serves more than 260 families, caps the roster near 300, and wants to manage the arguments around wealth as carefully as the assets themselves.
multi-family-office · wealth-managementRead →
Fintech · Enterprise · Consumer
Bernstein Private Wealth Management
A research house that started by publishing uncomfortable truths now spends its days on the harder question wealthy families rarely say out loud: who gets it, and will the money outlast the people who made it.
private-wealth-management · high-net-worthRead →