"Addressing the Human and Technical Aspects of Planning to Meet the Evolving Needs of UHNW Families"

COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

AGENDA
11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program

PROGRAM OVERVIEW

Addressing the Human and Technical Aspects of Planning to Meet the Evolving Needs of UHNW Families." Drawing from over 20 years of experience working closely with single family offices and ultra-high-net-worth families, Jim will explore the often-overlooked human elements of wealth planning and estate management. While technical strategies like asset protection and tax efficiency are crucial, this talk will highlight the importance of understanding the emotional and relational impacts of financial decisions on families. Attendees will gain practical insights on how to balance these technical aspects with a deeper sensitivity to the human needs of their clients, ensuring that wealth plans not only preserve financial capital but also enhance family harmony and legacy. This session is designed for professionals seeking to elevate their practice by integrating a holistic approach to wealth management.

Speaker:

As Managing Director leading Pathstone’s Wealth Planning Group, Jim Coutré focuses on developing, delivering, and refining the firm’s holistic wealth advisory and family office solutions. Leading a team of central professionals and collaborating throughout Pathstone’s national footprint, Jim works to create solutions to the technical and emotional complexity created by financial wealth.

Jim has a wealth of experience within the industry as a catalyst for new thinking and a trusted thought partner to ultra-high-net-worth families and family office executives. Jim was previously the Vice President of Insights & Connections for Fidelity Family Office Services, a segment of Fidelity Institutional℠, where he delivered perspective and problem-solving across a wide range of family matters and office matters to families and family office executives. Through Fidelity, Jim facilitated multiple family office peer groups and created a high-impact peer cohort for rising generation inheritors to address the human impact of their family’s financial success.

Before joining Fidelity in 2014, Jim was a partner at The Philanthropic Initiative, where he served as a philanthropy advisor and was responsible for helping families and foundations increase the impact of their giving and training family office executives and professional advisors to help their clients set and achieve their philanthropic goals.

Jim holds a Bachelor of Arts in economics from Washington University in St. Louis. He also holds the Advanced Certificate in Family Wealth Advising and the Advanced Certificate in Family Business Advising from the Family Firm Institute.