Private Office Scale The Coury Firm manages approximately $5.5 billion in client net worth and over $1.4 billion in investable assets, indicating a strong base of high-net-worth clients and potential for bespoke advisory, family office services, and private investment office solutions.

UHNW Network With offices in Pittsburgh and Los Angeles and a community of prominent families, entrepreneurs, companies, and institutions, there is an opportunity to expand cradle-to-grave wealth services, multi-generational planning, and cross-regional family office collaborations.

Multi-Generational Needs Expertise in navigating family dynamics and bespoke planning across generations suggests opportunities to upsell governance, legacy planning, philanthropy advisory, and integrated investment strategies for long-term wealth preservation.

Private Investment Office Coury positions itself as a private investment office and CIO for family offices and institutions, indicating potential partnerships for outsourced investment research, portfolio construction, risk management, and bespoke private markets access.

Technology & Compliance Current tech stack includes compliance and data tools, signaling room to offer enhanced regtech, data analytics, CRM integration, and cyber/brand protection services to support scalable growth and secure client onboarding.