Coutré, Jim
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(Article) Doing what is asked versus doing what is needed - keeping a family office relevant for the long term
15.09.2022
Jim Coutré explains how relevancy, ie, the connection between a family and its family office, is the key to success of a family office. The author highlights how important it is for both family office executives and family members to articulate the needs of the specific family. He sets out ideas and questions that may help family office executives and family members to identify these specific needs to ensure the success of the family office. -
(Article) Bringing what matters most to the forefront of the family office
26.06.2023
How family offices might support the individuals they serve when considering the bigger questions of life is then discussed by Jim Coutré of Fidelity. He looks at how a family office can bring what matters most to those it serves to the forefront of its work.