Mo Lidsky

Mo Lidsky, CEO of Prime Quadrant, sheds light on the trust issues between affluent families and financial advisors. He reveals how traditional wealth management often prioritizes corporate incentives over client needs, leading to poor advice. Mo shares insights from his research, including interviews with 300 industry professionals, highlighting a gap in services for families controlling $10–200 million. Discover how Prime Quadrant's unique model provides institutional-quality financial guidance at an affordable cost, empowering families to make informed decisions.