Pivotal Family Office

Pivotal Family Office A Comprehensive Fiduciary Financial Advising Firm offering in-house investment and accounting management. Supporting all of your Pivotal Moments .

Your CPA and your advisor probably don't talk. That silence is expensive. We put tax and investment strategy under one r...
09/02/2026

Your CPA and your advisor probably don't talk. That silence is expensive. We put tax and investment strategy under one roof - so nothing gets missed.

DM us to see what that looks like for you.

They tax you in every state you play in.Multi-state income and "jock taxes" quietly drain pro athletes' earnings.DM us t...
08/29/2026

They tax you in every state you play in.

Multi-state income and "jock taxes" quietly drain pro athletes' earnings.

DM us to get your tax strategy in order.

High earners are quietly using oil & gas to turn owed taxes into owned assets. One investment. Real deductions against y...
08/24/2026

High earners are quietly using oil & gas to turn owed taxes into owned assets. One investment. Real deductions against your salary - not just capital gains.

DM us to see if you qualify.

Most athletes earn wealth in a decade. We help make it last a lifetime. DM us to learn more.
08/20/2026

Most athletes earn wealth in a decade. We help make it last a lifetime. DM us to learn more.

529 vs. UTMA vs. Trump Account. Three ways to build wealth for your kids - but only one is right for your family. Swipe ...
08/17/2026

529 vs. UTMA vs. Trump Account. Three ways to build wealth for your kids - but only one is right for your family. Swipe to find out which one.

DM us and we'll help you open and invest in the right account for your kids.

Your earning window is short. Your retirement is long.We help athletes and entertainers make sure the money outlasts the...
08/13/2026

Your earning window is short. Your retirement is long.

We help athletes and entertainers make sure the money outlasts the career.

DM us to get started.

Jimi Hendrix. Prince. Nipsey Hussle. Chadwick Boseman.All left behind real wealth. None left behind an estate plan. Don'...
08/04/2026

Jimi Hendrix. Prince. Nipsey Hussle. Chadwick Boseman.
All left behind real wealth. None left behind an estate plan. Don't let a court decide what happens to everything you've built.

DM us to get started.

07/31/2026

The Rule of 72 is the simplest wealth trick nobody teaches you. Divide 72 by your return rate. That's how fast your money doubles.

Time is the cheat code. The earlier you start, the less work your money has to do.

DM us to get started.

Proud to share insights from an incredible forum in Minnesota. Our very own Aikan Major and Matthew Sandstrom took the s...
07/29/2026

Proud to share insights from an incredible forum in Minnesota. Our very own Aikan Major and Matthew Sandstrom took the stage to dive deep into Private Markets and Alternative Investments, bringing their years of wealth management experience to the conversation.

Joined by keynote speakers Mayor Jacob Frey and Speaker Lisa Demuth, the day was filled with valuable perspectives on economic development and financial strategy.

Swipe through to see a few moments from the event.

Your best financial years don't have to be your playing years.We help athletes build wealth that continues to perform lo...
07/27/2026

Your best financial years don't have to be your playing years.

We help athletes build wealth that continues to perform long after the final game.

DM us to get started.

Address

3249 19th Street NW
Rochester, MN
55901

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