Inside Alternative Investing and Private Market Strategies (Ep. 142)
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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.
What you’ll take away:
- How multi-family offices manage complex family wealth
- The difference between single-family and multi-family offices
- What happens after a major liquidity event
- Why alternative investments are growing in importance
- How to evaluate private equity and hedge fund opportunities
- The risks and rewards of illiquid investments
- How to access institutional-quality investments
- The role of long-term thinking in portfolio construction
- And more!
Connect with John and Michael Parise:
- 856-988-8300
- Copper Beech Financial Group
- LinkedIn: John Parise
- LinkedIn: Michael Parise
- LinkedIn: Copper Beech Financial Group, LLC
- Facebook: Copper Beech Financial Group, LLC
Connect with Jeff and Tom:
About Our Guests:
Jeff Coury II is President & Co-Chief Investment Officer at The Coury Firm, a multi-family office and financial services firm with over 40 years of experience advising business owners and high-net-worth families. He focuses on asset management, strategic capital allocation, and building investment platforms that provide access to institutional opportunities.
Tom Deutsch is Co-CIO of The Coury Firm and brings over 20 years of investment experience, including time at Lehman Brothers and Neuberger Berman. He specializes in portfolio construction, manager selection, and aligning investment strategies with long-term client goals.
Together, they oversee investment strategy across public and private markets, helping families build and preserve wealth across generations.