Jim Coutré
Managing Director
- Shareholder
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.
In addition to numerous speaking engagements on topics ranging from the future of family offices to ways to endure family heartache, Jim’s thought leadership includes his contributions to “Reshaping Reality: Unlocking the Potential of the Single Family Office,” Family Offices: A STEP Guide to Professional Advisors, and numerous article in publications including the International Family Office Journal, Trusts and Estates Magazine, and the Family Firm Institute Practitioner.
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.
Group
Office
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.
In addition to numerous speaking engagements on topics ranging from the future of family offices to ways to endure family heartache, Jim’s thought leadership includes his contributions to “Reshaping Reality: Unlocking the Potential of the Single Family Office,” Family Offices: A STEP Guide to Professional Advisors, and numerous article in publications including the International Family Office Journal, Trusts and Estates Magazine, and the Family Firm Institute Practitioner.
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.
