Nov 10, 2021
Jim Coutré is responsible for the oversight of Fidelity Family Office Services' Insights & Connections program. Jim starts the conversation by diving into his responsibilities for the Insights & Connections program, which provides family offices and wealthy families with thought leadership, referrals to industry experts and consultants and access to a peer networking program. Jim then explains that too many family offices are solely focused on financial capital; it's a lost opportunity. Tune in as we talk about why families need more than financial assistance and the importance of networking as a family office executive. To explore what Jim sees as the most essential ideas for families and their family offices, check out Fidelity Insight Explorer: https://insightexplorer.fidelity.com/home
IN THIS EPISODE:
Jim Coutré, Vice President, Insights and Connections. Jim Coutré is responsible for the oversight of Fidelity Family Office Services’ Insights & Connections program, which provides families and family office executives with perspective and problem-solving across a wide range of office matters and family matters.
Family Office Services
Fidelity Insight Explorer