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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

investment-consulting

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Company
The Family Office That Put a 300-Client Ceiling on a $26 Billion Problem
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 →
Company
Mercer
Enterprise · Fintech · Health

Mercer

Mercer built an 80-year business around decisions companies cannot afford to guess at - what to pay, which benefits to fund, how to redesign work and where to invest retirement money. Now its vast store of workforce data is becoming a product in its own right.

human-resources-consulting · employee-benefitsRead →