Advising $23 Billion in Assets | Mo Lidsky of Prime Quadrant

How do billionaires really manage their money? What’s the difference between creating wealth and actually preserving it across generations?

In this episode of The Profit or Pivot Podcast, I sit down with Mo Lidsky, a serial entrepreneur, author of five books, and co-founder & CEO of Prime Quadrant, a leading family office advisory firm serving over 250 ultra-high-net-worth families with more than $23B in assets under advisement.

Mo’s entrepreneurial journey started at just 17 years old, when he launched his first business by accident and sold it two years later for hundreds of thousands of dollars. Since then, he’s built and exited multiple companies, and today helps some of the wealthiest families in the world navigate wealth management, investing, and legacy planning.

In this episode, we cover:

• Mo’s entrepreneurial journey and lessons from multiple exits


• How family offices work and why billionaires use them


• The biggest mistakes wealthy families make when managing wealth


• Insights into the venture capital and private equity landscape


• The mindset and ingredients behind building a successful business

If you’re an entrepreneur building your first startup or preparing for an exit, an investor curious about how the ultra-wealthy think, or simply interested in the world of family offices and generational wealth, this episode is packed with insights you won’t want to miss.

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About Mo Lisdky

Mo Lidsky is the Chairman and CEO of Prime Quadrant, advising over 250 ultra-high-net-worth families representing more than $23B in assets. A serial entrepreneur, he has built, bought, and sold companies across sectors from education and e-commerce to auto restoration and microfinance.

Passionate about philanthropy, Mo chairs the Prime Quadrant Foundation and has served on the boards of leading hospitals and universities in Canada and Israel.

He is also the author of five books on wealth, investing, philanthropy, and relationships, and a frequent speaker on issues affecting affluent families.

Mo holds multiple degrees from Yeshiva University, an MBA from the University of Toronto, and a PhD from Apsley Business School. Above all, he is most proud of his role as husband and father to five children.

Mo's books:

Selling Snake Oil

Partners in Preservation

The Philanthropic Mind

In Search of the Prime Quadrant

Learn more about Prime Quadrant