Pivot Point Wealth Planning

Pivot Point Wealth Planning

Pivot Point Wealth Planning was founded by a team of tax and estate attorneys who shifted from law to family-office advisory. The firm serves a single family office, focusing on generational wealth preservation rather than speculative growth. This legal-roots origin gives it an unusual emphasis on trust and estate structures. The strategy centers on asset allocation across three named asset classes: public equities, fixed income, and real estate holdings across the US mainland. Known check-writing authority covers direct real estate in Sun Belt markets and co-investments in middle-market private equity funds alongside GPs like Blackstone and KKR (per public records, 2022). The firm avoids high-turnover trading and venture capital, preferring long-term, tax-efficient compounding. With fewer than 10 professionals, the team operates out of a single US office track record of no public scandals. The firm has no disclosed AUM, but peer benchmarks suggest a mandate in the range of $200M–$500M. No recent operational events are publicly available beyond standard regulatory filings. The structural differentiator is the firm's direct integration with its founding legal practice — it retains an in-house estate planning group that handles trust restructuring, charitable vehicles, and cross-generational tax strategies, creating a closed loop between legal advice and investment execution.