multi-family-office
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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.
True North Built a $5.86 Billion Wealth Firm by Refusing to Sell the Usual Stuff
Scott Wood and Mark Gehlbach left product-tied Wall Street advice behind, built the alternative-investment shelf they wished existed, and waited 24 years before taking outside capital. Now comes the harder trick: scaling a family office without turning trust into a product.
The Richmond Firm That Manages $4.9 Billion by Managing Memory
A former KPMG tax partner built a Richmond multi-family office on a stubborn premise: the hardest part of managing $4.9 billion isn't the portfolio - it's the paperwork, the people and the memory behind it.