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

Practical steps for continuing to accelerate growth.

James Coutré, Vice President

January 23, 2025

11 Min Read
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Ultra-high-net-worth (UHNW) families wield extraordinary influence. Their financial wealth, business ventures and societal connections have an outsized impact on the world. When these families are healthy and high functioning, both as individuals and as a system, their decisions are more likely to consider their impact on others around them. Thoughtful planning, which addresses both the technical and human aspects of financial wealth, plays a critical role in cultivating their health and functioning.

After nearly 20 years of working closely with UHNW families, I’ve witnessed the profound opportunities and challenges that financial wealth creates. Across my years as a philanthropy advisor, coach to multibillion dollar families and, most re...

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About the Author

James Coutré

Vice President, Fidelity Family Office Services

James Coutré is vice president of Fidelity Family Office Services in Boston.