The Truth About Wealth · 2026-04-30 · 38 min
Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside. In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to unpack how high-net-worth families are navigating public and private markets, and why traditional portfolio strategies may no longer be enough. They share how their multi-family office approach evolved from business advisory into full-scale asset management, as well as why alternative investments are playing a bigger role than ever. Listen in to learn how families transition after a liquidity event, why private markets can offer stronger long-term opportunities, and how The Coury Firm built its P.I. Gateway platform to solve access, diversification, and administrative challenges in alternative investing.
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