21/64 is pleased to offer annual trainings for advisors interested in acquiring the personal skills, generational awareness and technical tools to work more effectively with next-generation funders and family enterprise clients. Held over the course of two days, the 21/64 Training is a hands-on experience, geared to a small group of professionals who want to broaden their ability to relate to family philanthropy and private wealth clients, and to help them navigate more successfully across generations. Certified consultants receive discounts on tools, client referrals and join an alumni network that provides peer support and continuing education.
To read more about 21/64 training click here.
Whether or not you ever have a serious conversation about your family’s finances, your choices, actions, and attitudes communicate your financial values to your next generation. This forum will help you to clarify your values and share them with your family members in a more intentional way.
Click here for more information and to register.
Amy Clarke, Ben Eyre, Sharna Goldseker,
and Michael Moody, Alliance, December 2013
Originally published in the December 2013 issue of Alliance magazine. The original article can be found here. For more information about subscribing to Alliance, please click here.
Kevin Laskowski, 21/64 trainer Annie Hernandez, and Katie Marcus Reker, Family Giving News, June 2013
Michael Moody and Sharna Goldseker
Forbes, April 2013
Jennifer Muntz, Family Office Exchange, March 2013
Michael Moody & Sharna Goldseker
Stanford Social Innovation Review, February 12, 2013
Paul Sullivan, The New York Times, February 8, 2013
The Chronicle of Philanthropy, January 25, 2013
Multigenerational Engagement in Philanthropy: Coming Together Across the Generations to Learn, Share, and Give
Association of Small Foundations, December 2012