FOR ADVISORS | PIVOT Strategic Philanthropy

WEALTH ADVISORS · ESTATE PLANNERS · TAX PROFESSIONALS

Your clients' wealth is about to change hands.

Will your client relationships change hands with it?

80%

of widows leave their financial advisor within a year of their husband's death

— BlackRock

66%

of heirs fire their parents' financial advisor after inheriting

— InvestmentNews

$124T

in assets transferring between generations by 2048

— Cerulli Associates

HOW WE HELP

YOU stay in the lead. We extend your reach.

PIVOT is a strategic philanthropic advisory firm that partners with wealth advisors, estate attorneys, and tax professionals to extend your service offering — bringing sophisticated philanthropic counsel to your clients without displacing your relationship or adding headcount.

Build Next-Gen Relationships Now

Protect AUM at Transition

Engage the Whole Family

Differentiate Your Offering

Deepen Your Referal Network

Respond to Philanthropy Questions with Confidence

LET'S TALK

Our Expertise

STRATEGY + CLIENT POSITIONING

Helping your clients give with clarity and confidence.

Philanthropic values clarification and focus area definition
Giving roadmap development
Philanthropic readiness assessment
Identifying the right giving vehicles and structures

FAMILY + GOVERNANCE

Turning family wealth into family purpose.

Family alignment conversations and facilitation
Multi-generational giving frameworks and governance
Next generation engagement and leadership development
Family decision-making structures and policies

PORTFOLIO + DUE DILIGENCE

Protecting clients before major commitments.

Pre-gift organizational health assessments
Leadership capacity and governance review
Readiness to deploy capital evaluation
Full portfolio audit — impact alignment and concentration risk

LEGACY + TRANSITION

The conversations that matter most at the moment of transfer.

Foundation sunset and spend-down strategy
Responsible exit from long-term funding relationships
Legacy documentation and intent preservation
Wealth transfer philanthropic planning

ADVISOR TRAINING + EDUCATION

Building philanthropic fluency across your firm.

Team training to recognize and respond to philanthropic moments
Custom client education events on strategic giving
Wealth transfer landscape briefings for advisor teams
Co-branded or white-label client programming

The advisors who win the Great Wealth Transfer won't have the best portfolios.

They'll have the deepest family relationships.

Erica Mirich, Founder & Principal of PIVOT Strategic Philanthropy

WE SHOULD TALK...

If you have clients approaching a transition —
let's connect.

We'll start with a conversation about your firm, your clients, and how a partnership could work in practice.