The Coury Firm

What The Coury Firm does

The Coury Firm is a privately held multi-family office and strategic business advisory platform founded in 1984 by Robert J. Coury and headquartered in Pittsburgh, Pennsylvania, with a second U.S. office in Los Angeles, California (opened 2018). The firm advises on approximately $2.5 billion in client net worth and over $1 billion in investable client assets for ultra-high-net-worth individuals, multi-generational families, family offices, foundations, and institutions. Its service model is organized into three core divisions: Business Advisory (strategic advisory, M&A, succession planning), Multi-Family Office (comprehensive wealth management, trust and estate planning, tax advisory, philanthropy), and Asset Management (global asset allocation, portfolio construction, manager research, plus the P.I. Gateway alternative investment platform providing multi-manager access across hedge funds, private credit, private equity, venture capital, direct investments, and real estate). It also operates a Wellness & Risk Management division providing employee benefits and insurance solutions to corporate employer clients.

The firm operates through wholly-owned subsidiaries including Coury Firm Asset Management LLC (SEC-registered investment adviser and CFTC/NFA-registered commodity pool operator), Coury Firm Business Advisory LLC, and The Coury Firm LLC. Revenue is generated primarily through recurring AUM-based investment advisory fees, project-based management consulting fees for M&A and succession engagements, and professional services fees for benefits and risk management advisory. Pricing is bespoke and not publicly disclosed, with formalized investment advisory contracts and consultative sales cycles targeting a limited set of qualified UHNW clients via direct advisor-led relationships.

Distribution is direct and advisor-led, with no intermediaries. The firm employs a content-driven marketing program (quarterly insights letters, an extensive news archive back to 2016) and selective event sponsorships (e.g., U.S. Open at Oakmont 2016) to maintain positioning among affluent prospects. Technology infrastructure is composed of third-party wealthtech platforms — Tamarac for portfolio reporting, emaplan for financial planning, and ShareFile for investor document exchange — with no proprietary AI, ML, or analytics products disclosed. Leadership is dominated by the Coury family (Gregg S. Coury as CEO/CCO, Jeff Coury as Executive Chairman, Robertino Coury as President & CIO, and Paul Coury as Principal), supplemented by senior advisors and investment professionals recruited from Goldman Sachs Ayco, Morgan Stanley, Neuberger Berman, JP Morgan Chase, BNY Wealth, and PwC.

Name

The Coury Firm

Legal name

The Coury Firm Holdings LP

Website

https://couryfirm.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

The Coury Firm is a privately held multi-family office and strategic business advisory firm, founded 1984 and headquartered in Pittsburgh with a Los Angeles office, serving ultra-high-net-worth families, family offices, foundations, and institutions with integrated wealth management, business advisory, and asset management services including an alternative investment platform.

Ownership category

akta.pro rank

Product category

Multi-Family Office & Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), OCIO Providers (Outsourced CIO) (FSAAAGAH), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Wealth management services
• Multi-family office
• Investment advisory
• Business advisory services
• Asset management

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: Investment advice is provided by Coury Firm Asset Management LLC, an SEC registered investment adviser. The firm manages assets for clients and earns fees based on assets under management (AUM). The firm serves as investment manager to specialized private investment vehicles including hedge funds, private credit, private equity, venture capital, direct investments, and real estate through their Alternative Investment Platform (Private Investment Gateway).
2. Management Consulting Services: The firm provides strategic business advisory services, succession planning, and management consulting. All management consulting services are provided through Coury Firm Business Advisory LLC. Revenue is generated through advisory fees for services including M&A advisory, business exit strategies, governance structuring, and operational optimization.
3. Wellness & Risk Management Services: The firm provides wellness and risk management services including insurance analysis and recommendations through The Coury Firm LLC. This includes designing custom benefit and wellness programs for employer clients that strengthen employee engagement while reducing risk and benefit costs.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

The Coury Firm provides integrated wealth management, business advisory, and asset management services through its multi-family office platform. The firm delivers strategic business advisory and succession planning, multi-generational wealth planning (trust, estate, tax, philanthropy), and investment management with global asset allocation, portfolio construction, and alternative investment access via the P.I. Gateway platform. It also offers Outsourced CIO (OCIO) services to institutional clients and Wellness & Risk Management services to corporate employers.

Product overview

The Coury Firm is a privately held multi-family office and strategic business advisory platform offering integrated wealth management services. The firm operates through three core divisions: Business Advisory (strategic advisory and succession planning), Multi-Family Office (comprehensive wealth management across generations), and Asset Management (investment solutions and portfolio construction). The Asset Management division includes P.I. Gateway (Private Investment Gateway), an alternative investment platform for private markets access. The firm also provides Wellness & Risk Management services for employee benefits. Together, these services address the intersection of wealth, business, and family matters for ultra-high-net-worth clients.

Differentiator

Problem solved

Functional benefit

Brands

• Private Investment Gateway: Alternative Investment Platform offering access, flexibility, and customization to private investors in a multi-manager, multi-strategy framework including hedge funds, private credit, private equity, venture capital, direct investments, and real estate.
• P.I. Gateway
• OCIO (Outsourced CIO)

Products and services

• Business Advisory

Quantifiable outcome

• Over $500M in federal estate taxes saved for one prominent family business through succession planning and estate restructuring
• +4 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor and core.

• Clay DeutschminorOthersClay Deutsch, former President and CEO of Boston Private, joined The Coury Firm's Board of Advisors. Members are committed to expanding the firm's Multi-Family Office footprint. Clay brings strategic input on the next chapter of growth and expansion.
• ÉO ManagementcoreOthersThe Coury Firm shares its Los Angeles office location with ÉO Management, the entity that administers the Coury Family Office. Robertino Coury heads the LA location. This is a co-location arrangement within the Coury family ecosystem.
• Jeff Coury (Mortgage Connect LP)minorOthersJeff Coury serves as Executive Chairman of The Coury Firm and also as Managing Partner and CEO of Mortgage Connect LP, one of the nation's largest independent mortgage service providers. This represents a related-party connection rather than a formal partnership.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Privately held multi-family office serving UHNW families with comprehensive wealth management, investment advisory, and trust services. Highly comparable to The Coury Firm's integrated MFO + investment management + trust/estate offering for a similar client base.
• Glenmede: Independent, privately held wealth manager and investment adviser serving UHNW families, foundations, and endowments. Closely comparable in private ownership structure, OCIO capabilities, and integrated family office service model.
• Abbot Downing (Wells Fargo Private Bank): Wealth management brand targeting UHNW individuals, families, and institutions with multi-family office-style services including investment management, trust, and succession planning. Direct peer in the boutique UHNW segment.
• Pathstone: Independent, privately held family office and OCIO provider serving UHNW families, foundations, and endowments. Directly comparable OCIO and multi-family office offering, also privately held with multi-generational client focus.
• Wilmington Trust (M&T Bank): Wealth management and private banking firm serving UHNW families, foundations, and endowments with investment management, trust, and family office services. Comparable integrated wealth platform and client base to The Coury Firm.
• Cresset Asset Management: Independent, privately held wealth management firm serving UHNW families, founders, and entrepreneurs. Comparable integrated family office services with a focus on multi-generational wealth planning and tax advisory.

Broad incumbents

• Northern Trust Wealth Management: Large-scale wealth management division of Northern Trust Corporation serving UHNW families, family offices, foundations, and institutions. Broader incumbent with significant OCIO and family office capabilities targeting the same UHNW segment.
• Brown Brothers Harriman (BBH Wealth Management): Large privately held financial services firm with a wealth management division serving UHNW families and institutions. Comparable trust, estate, and investment management services with a similar privately held positioning.
• Goldman Sachs Ayco Personal Financial Management: Wealth management arm of Goldman Sachs focused on UHNW and corporate executive financial planning, including investment advisory, tax, and estate planning. Broader incumbent with comparable integrated UHNW service offering.

Emerging players

• Cerity Partners: Independent wealth management and OCIO firm formed through roll-ups of multiple advisor teams, serving UHNW families and institutions. Comparable OCIO and integrated wealth offering, and an example of the consolidation model The Coury Firm could pursue.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Coury Firm