PIVOT INVESTMENT PLANNING

The firm has not publicly identified its investment leadership. In a planning-centric single-family office of this type, decisions are typically made by an in-house CIO or by the principal in close coordination with outside tax counsel and wealth advisors. Without a website or regulatory filing, the operator's identity remains private.

The firm's LLC structure and investment-planning designation are consistent with a single-family office serving one family. It is not registered with the SEC in a manner that suggests external client assets, making it unlikely to operate as a multi-family office or RIA.

The 'Investment Planning' name implies a top-down, planning-driven allocation process rather than a thesis-driven direct-investment model. Typical offices of this type construct globally diversified portfolios spanning equities, fixed income, private funds, and real assets, tuned to the family's tax position and multi-generational liquidity needs. Specific asset-class targets have not been disclosed.

No public deal activity has been associated with PIVOT. Given its privacy posture and planning emphasis, the office likely accesses private markets primarily through fund commitments rather than direct co-investments, which require a larger operational footprint for sourcing and due diligence.

The wealth origin is not publicly disclosed. Many single-family offices with minimal public presence were formed from liquidity events in industrials, real estate, or professional services — industries where the founding generation could accumulate significant private wealth without the visibility of a public company or venture-backed exit.