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For Families and Individuals

For over 20 years, 21/64 has placed the human side of decision-making at the heart of our consulting practice. 

We help families and individuals navigate some of life’s most meaningful and complex conversations around legacy, wealth, giving, and identity. With skilled facilitation, we create space for clarity, courage, and conviction in decision-making across generations.

Whether your needs are short-term or long-term, our consulting approach focuses on how families and individuals practice leadership, understand governance, and work together effectively across generations.

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Our offerings:

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Family Meetings

Gatherings that facilitate the exploration of values, vision and legacy, clarify identity, and set agreements for how to work together.

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Group Facilitation

Peer learning experiences that help participants strengthen skills, build trust, and connect with others experiencing similar life stages.

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Family Foundation & Enterprise Consulting

Bespoke support on leadership transitions, governance, and planning for the future.

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Individual & Pair Consultation

Personal advising for individuals or pairs exploring how their values, purpose and  legacy, shape financial and philanthropic decisions.

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Individual Coaching

One-on-one support for leaders preparing for transition and aiming to lead, give, invest and work in alignment with their values in family philanthropy and enterprise.

Explore Our Services

Our Approach

We believe success comes from helping people become more intentional with their financial, human, and philanthropic resources. Rather than using a “talking-head” presentation style or delivering a report that sits on a shelf, we partner with leaders to actively define challenges and plan solutions relative to the change that they are trying to put in place.

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Entry

We will begin by listening first and having a conversation with you to clarify your purpose, objectives, and the collaborative process for our work together.

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Data Collection & Feedback

Following our initial entry stage, we’ll start learning about you, your family, or your organization through conversations and surveys, capture outcomes from the conversations and then share back what we heard.

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Action Planning & Intervention

Together, we identify next steps, whether that’s introducing exercises, resources and, if applicable, our uniquely developed tools including our most popular tools Motivational Values™ and Picture Your Legacy® to help move toward shared goals.

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Evaluation

We close the loop by reflecting on what worked and identifying next steps through forecasting and recommendations.

A happy family of four sits closely together at home, smiling and laughing. The mother is in the center, hugging a young child, while the father leans in and an older child embraces both parents affectionately.
Entry

We will begin by listening first and having a conversation with you to clarify your purpose, objectives, and the collaborative process for our work together.

Several people work around a table with laptops, sticky notes, documents, and yellow cubes, collaborating in a modern office with large windows and a city skyline in the background.
Data Collection & Feedback

Following our initial entry stage, we’ll start learning about you, your family, or your organization through conversations and surveys, capture outcomes from the conversations and then share back what we heard.

Two people are having a discussion in a bright room. One is writing on a whiteboard while holding papers, and the other is facing them, listening attentively.
Action Planning & Intervention

Together, we identify next steps, whether that’s introducing exercises, resources and, if applicable, our uniquely developed tools including our most popular tools Motivational Values™ and Picture Your Legacy® to help move toward shared goals.

Four people stand in a modern office space. Three of them are clapping and smiling at the person in the foreground, who is holding a clipboard and facing away from the camera. Natural light comes through large windows.
Evaluation

We close the loop by reflecting on what worked and identifying next steps through forecasting and recommendations.

Testimonials

“Thank you 21/64 for all of your wisdom and guidance. You have made a positive impact on our Family Foundation and on our interaction with each other. You have allowed us to move forward with meaning, with understanding, and with respect.”
Elizabeth M.
Family Foundation
“Coaching sessions with 21/64 advisors have helped me engage with and serve my clients more effectively. I am grateful for the network of coaches and peers that continues to provide excellent professional development and engagement.”
Kaky Grant
Grant Philanthropic Advisors