265: How Prime Quadrant Is Solving the Biggest Problem in Financial Services with Mo Lidsky
The Lifestyle Investor - Investing, Passive Income, Wealth
Why financial advice often fails wealthy families
Mo explains industry incentive problems, AUM bias, and how misaligned compensation harms clients.
One of the biggest reasons why affluent families and high-net-worth investors have lost trust in financial services and wealth management firms is that most of the advice they receive is biased and driven by incentives that serve institutions instead of clients.
Imagine financial advice and strategies that truly align your wealth with conflict-free guidance. Most investors expect traditional wealth managers and RIAs to act in their best interests. Today’s guest will reveal how the financial industry actually operates—and how they are disrupting the status quo.
That’s why I’m thrilled to welcome Mo Lidsky to the podcast. Mo is CEO and Partner at Prime Quadrant, one of North America’s leading multi-family offices. With $26B+ in AUC (Assets Under Consultation™) and over 400 years of combined experience, they’ve cracked the code on providing financial services that aren’t focused on selling products, and empower families to make better financial decisions.
They believe that typical family offices with 7-figure net worths should have the same access to institutional-quality options that are enjoyed by billion-dollar corporations, offering aligned interests, a diversity of opportunities, exceptional planning, and predictable outcomes.
In our conversation, Mo shares how Prime Quadrant designed a cost-effective family office model that bridges the gap between retail investors and institutions, giving clients access to institutional opportunities and advice tailored solely to their needs. We’ll also discuss how their fee-only structure creates transparency and how focusing on your real goals leads to genuinely personalized financial advice.
In this episode, you’ll learn:
1.) How to identify misaligned incentives in traditional wealth management and avoid paying for biased advice.
2.) How Prime Quadrant’s family office model delivers institutional-quality access and advice for affluent families.
3.) How to clarify what you truly want—and build your financial life around purpose, freedom, and alignment.
Show Notes: LifestyleInvestor.com/265
Tax Strategy Masterclass
If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax
Strategy Session
For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.
Connect with Justin Donald
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The AI-powered Podcast Player
