Relationship coaching for the families you serve
Some of the hardest moments in a client relationship aren't about the portfolio. Pivot offers individuals, couples, and families confidential relationship coaching that stays entirely separate from their financial planning.
Schedule a 20-minute introductory call Request our compliance overviewHelp for what isn't in the portfolio
A credible place to point clients
When the issue in the room is a relationship, not a portfolio, you have somewhere trustworthy to mention.
You stay in your lane
You don't have to play counselor, and we never touch your work.
A coach for every person
Each family member has their own coach and advocate, so no one wonders whose side we're on.
We talk about money, directly
Money is one of the most common sources of conflict for couples and families, and we don't skirt around it. We help partners and family members get on the same page: more aligned, more transparent, and able to talk about money without it becoming a fight.
What they decide to do with their money stays between them and their advisor. We never give financial, tax, legal, or investment advice.
You often see it before anyone else does
A family meeting that quietly derails. A spouse who won't engage. Siblings who can't be in the same room. These are the situations where families most often come to us.
Money conflict between partners
Couples who can't talk about money without fighting. We help them get aligned and honest with each other; the financial decisions stay with them and their advisor.
Separation or divorce
Helping clients part ways with dignity and less collateral damage.
Family business transitions
When old family roles get in the way of new ones.
Next-generation dynamics
Adult children, distance, or strained trust between generations.
Major life changes
The relational pressure that can follow an inheritance or a big transition.
Grief and loss
Families reorganizing after the death of a parent or spouse.
Hard family conversations
When old hurts make it hard for a family to talk openly about the future.
High-pressure careers
Leaders whose relationships at home are paying for success at work.
Simple for you. Careful with your client.
Mention us
Let your client know we're a resource. They reach out to us directly, on their own terms. No client information passes from you to us.
Free consultation
Your client meets with Larissa or Markus on a free, confidential Zoom call to see if Pivot is the right fit.
Coach matching
Each family member is matched with a Pivot coach: Larissa, Markus, or another member of the Pivot team.
Your client decides what to share
We don't report to advisors. Nothing about your client's coaching passes to your firm, and we're only in touch with you if your client asks us to be.
Two families who came to us
An inheritance plan that met resistance
A couple in their sixties decided to change how they planned to divide their estate between their two adult children. Their eldest son had expected a specific inheritance and reacted with hostility, and family relationships began to fracture.
The family came to Pivot, and each member worked with their own coach. The son explored the fear, resentment, and identity he had tied to money. The parents learned to share their intentions clearly, without guilt. The family was able to talk about their plans together, and the relationships held.
A breakdown in trust after a loss
After their father died, three adult siblings learned he had made significant undisclosed gifts to one of them over the previous decade. Two felt excluded and furious; the third felt ashamed and defensive.
The siblings came to Pivot, each with their own coach so no single voice dominated. Over several sessions they moved past the initial crisis toward an honest conversation about what each of them needed. Trust wasn't fully restored right away, but they could communicate again and move forward together.
Names and identifying details have been changed to protect client privacy.
Private, in person, and focused
For the families advisors serve, we work in concentrated two-day intensives rather than weekly sessions, so real progress happens in days, not months.
Individual intensive
Two private days, one-on-one with a Pivot coach, focused on the patterns driving what's happening at home and at work.
Couples intensive
Two private days for a couple, with a dedicated coach for each partner, working individually and together.
Family intensive
Once the individual or couple has done their own work, they decide whether bringing in the family would help. Two days, with a coach for each family member.
We come to your clients wherever they live, or meet in a private setting in the Bay Area. Coaching fees don't include travel or venue costs.
Larissa, Markus, and the Pivot coaching team
Your clients may work with Larissa, Markus, or another certified Pivot coach. During the free consultation, we match each person with the coach who's the best fit, because the right fit matters more than who's available.
Larissa and Markus bring more than 12 years of combined Pivot coaching experience, along with Larissa's M.A. in Sport Psychology and Markus's 20 years in the financial industry and 25 years coaching sports. Every Pivot coach completes in-depth training in the Pivot Process, developed by Lori Jean Glass over 15 years.
Clear lines, by design.
Mentioning us to a client is informal, the same as suggesting a good estate attorney or family mediator.
No referral fees
No fees, payments, or anything of value are exchanged in either direction, now or in the future.
No client data shared
Advisors don't share any client information with us. Clients contact us directly, on their own terms.
No financial advice
We help partners communicate about money, but we never give financial, tax, legal, or investment advice.
No formal arrangement
There's no contract or agreement between us and your firm.
If your compliance team has questions, we're glad to speak with them directly.
Questions advisors ask
What if only one family member is ready?
We start with whoever is ready. One person changing their own patterns often shifts the whole family, and others can join when the time is right.
Will you share what my client discusses?
No. We don't report back to advisors. Your client decides what, if anything, to share with you, and we're only in touch with you if they ask us to be.
Do you work with clients outside the Bay Area?
Yes. Intensives are held in person, either in a private setting in the Bay Area or wherever the client lives. We travel to them.
Let's talk about how we can support your clients
A 20-minute call covers how Pivot works. No client details needed.
Schedule an introductory call Email Larissa