Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families

About the Program

In this session, Jim Coutre will explore how estate planning professionals can evolve their practices to better serve ultra-high-net-worth (UHNW) families by addressing both the human and technical dimensions of planning. Drawing on two decades of experience working closely with multigenerational families and inheritors, Jim will examine how families’ attitudes toward wealth are shifting—and how traditional estate planning approaches often lag behind.

Attendees will gain insight into the emotional and relational impact of planning decisions, why some beneficiaries experience inheritance as a burden rather than a gift, and how to reframe planning strategies to enhance family health, communication, and cohesion. The program will also highlight practical tools and advisor behaviors that foster clarity, engagement, and alignment around legacy goals—positioning planners to support not just efficient wealth transfer, but thriving family systems.

Jim Coutre is Head of Wealth Planning at Pathstone, where he leads a multidisciplinary team helping ultra-high-net-worth families navigate the human and technical complexities of financial wealth. Drawing on more than 20 years of experience as a philanthropy advisor, coach, and family office strategist, Jim brings a deep understanding of how thoughtful planning can strengthen families and amplify their positive impact across generations.