Our Services
What We Solve For
We help families navigate the complexity of wealth, legacy, and purpose—especially during moments of generational transition.
Whether due to liquidity events, inheritance, divorce, intermarriage, or succession outside the operating business, families often face a pressing question:
How do we ensure our children are aligned with our values—not just our assets?
At Elevate Pursuit Advisory, we work alongside families and their advisors to create clarity, continuity, and connection across generations.
What We Offer
🧭 Legacy & Values Discovery
The Challenge: Parents often give generously, but without a shared family vision, giving becomes fragmented—or fails to carry forward.
What We Do:
- Facilitate family conversations to uncover shared values
- Clarify philanthropic intent across generations
- Translate legacy into language the next generation can act on
👥 Next-Gen Engagement
The Challenge: Rising generation family members may inherit wealth without context, confidence, or connection to its purpose.
What We Do:
- Provide identity-rooted philanthropic education
- Support personal and leadership development
- Foster generational cohesion around shared mission
💡 Strategic Philanthropy
The Challenge: Families often lack a
clear framework to connect their wealth to long-term impact—especially post-liquidity or during estate planning.
What We Do:
- Align philanthropy with values, timing, and tax strategy
- Develop living giving plans and legacy structures
- Advise on family foundations, DAFs, and collaborative giving
🤝 MFO & Advisor Collaboration
The Challenge: Wealth advisors and MFOs aren’t always equipped to lead values-based conversations—but know these are key to retention and relevance.
What We Do:
- Act as a philanthropic partner to MFOs and advisors
- Support succession and liquidity conversations with legacy strategy
- Create space for honest, purpose-driven family dialogue