Who Are We?
21/64 Certified Advisors are individuals from a range of industries, ethnicities and countries. They share a desire and practice that helps others make more strategic decisions around their time, talent, treasure and ties through an understanding of their identity and values. 21/64 Certified Advisors aim for this transformative work to have positive impact on relationships with self and family, local community and the global world.
Across the globe, 1200 professionals hold the designation of 21/64 Certified Advisor. 21/64 Certified Advisors share a commitment to the work of individuals, families and communities who want to ignite change across generations using 21/64’s proven methodology for engaging people at the intersection of values and governance.
To attain this designation, each advisor completes the 21/64 Approach Training where they develop skills, learn frameworks and technical tools and practice leading conversation about values, vision, identity, and legacy in order to work more effectively with next-generational funders and multigenerational family enterprise clients with a particular emphasis on facilitation. The 21/64 Approach Training is specifically designed to help 21/64 Certified Advisors more comfortably engage donors and clients in important and often complicated conversations, whether they are new to the field or seasoned advisors adjusting to new modalities of engaging with clients.
Additionally, as advisors committed to ongoing learning, Certified Advisors join colleagues in a collective forum where wisdom is shared, field research and articles and innovations are offered so practices are enriched and relationships with other professionals advising families are built across the globe.
Certified Advisors hold themselves accountable to the 21/64 Principles of Practice and as a community, govern the violations of these Principles through the Peer Review Process.
Once a 21/64 Certified Advisor, practitioners have access to advanced trainings on topics such as Managing Family Dynamics, Talking About Money, and the Art of Facilitation.
How to become a 21/64 Certified Advisor:
First, complete the 21/64 Approach Training.
Find Your Training
Upon completion of your training and agreement to our Principles of Practice, you will join the 21/64 Certified Advisors Collective. The benefits of the Collective are available to you at no additional cost for one year after your training date.
After the first year after training, your Certified Advisor Collective benefits will extend at a cost of $65 per annum.
Bring a 21/64 Presenter to Your Next Engagement
Shirley Dayan Lassner, Marketing, Communications & Events Officer
Ella T. Newman, Managing Director
Fiduciary Trust International
Rockefeller Philanthropy Advisors
Sue Schwartzman, Principal
Sue Schwartzman Philanthropic Consulting
Glenmede, November 2021