NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Presented by National Association of Estate Planners & Councils
Wednesday, July 9, 2025
3:00pm - 4:00pm ET
Speaker: Jim Coutre
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.
Thank you to TheKey for sponsoring this complimentary webinar!
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This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025! By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars. WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.
REGISTER HERE for the program.
See all upcoming and previous webinars
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.