Strategic Philanthropy for Multigenerational Families
Helping families turn wealth with into legacy—through next-gen engagement, values-based philanthropy and clarity of purpose.
Helping families turn wealth with into legacy—through next-gen engagement, values-based philanthropy and clarity of purpose.
At Elevate Pursuit Advisory, we believe philanthropy is more than generosity—it’s legacy design.
We help multigenerational families clarify their values, engage rising generations, and turn wealth into purpose.
Our approach is rooted in decades of trusted advisory, facilitated discovery, and strategic alignment with MFO partners.
Our mission is to leverage the family enterprise client experience with family philanthropy through tailored advisory services.
At Elevate Pursuit, we believe that collaboration and intention is key to success. We work closely with our clients to understand their challenges and goals, and develop solutions that are tailored to their unique needs. Our approach is transparent, results-driven, and designed to help the family’s succession process thrive.
For over two decades, I’ve advised high-net-worth families and led philanthropic strategy at organizations like AIPAC and ELNET-US. Along the way, I saw a recurring gap: couples were giving generously—but often without clarity, family cohesion, or meaningful next-generation engagement.
In recent years, despite the rise of multifamily offices (MFOs) and the momentum of the Great Wealth Transfer, succession planning still too often overlooks one essential dimension: the philanthropic values that bind generations together.
That’s why I launched Elevate Pursuit Advisory—to help families and their advisors align wealth with purpose during key transitions like succession, liquidity events, or legacy planning. My goal is to create space for honest, values-based conversations that don’t just preserve wealth—but activate family philanthropy across generations.
At Elevate Pursuit, the heart of what we do is integrating family philanthropy with the bespoke tools and strategies needed for each family's unique dynamic. We believe in fostering long-term relationships that drive success for generations.
Jay Haberman is a nationally respected philanthropic strategist with 25+ years of experience working with major donors, multigenerational families, and mission-driven institutions. He previously held senior roles at AIPAC and ELNET, where he led donor engagement, legacy planning, and high-level fundraising initiatives. Jay is a certified advisor by 21/64, Inc.(www.2164.net) in multigenerational philanthropy and is known for his thoughtful, values-based approach to legacy and succession.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.