Building Multigenerational Advisory Capability
Built on two decades of insight.
Designed to go deeper with every generation.
Clients are asking for more than technical expertise — they are navigating family dynamics, generational differences, and questions of purpose and meaning alongside financial decisions.
For more than 20 years, 21/64 has developed and refined a methodology that transforms the advisor-client relationship — deepening trust, strengthening multigenerational engagement, and improving how families make decisions together across wealth, values, and legacy.
Lasting change happens when learning is integrated across teams, leadership, and client work. Organizational Membership strengthens and extends that learning across the firm.
Approach Training includes first-year Certified Advisor (CA) certification, connecting advisors to the broader 21/64 community and creating a foundation for continued learning.
A launchpad for building advisor capability — the tools and training your team needs to get started and grow into the work.
15% off Approach Training
20% off Advanced Trainings
Per-advisor training discounts (up to 5 advisors)
Tool Activation Credit: $500
For firms ready to build on a foundation — deepening practice across a larger team and turning individual training into shared capability.
20% off Approach Training
20% off Advanced Trainings
Access to all 21/64 virtual workshops
Per-advisor training discounts (up to 10 advisors)
Workshop access (up to 10 advisors): $5,700
Tool Activation Credit: $750
Facilitated session (1 hr): $900
For organizations committed to embedding this work at every level — aligning leadership, advisors, and culture around a shared multigenerational practice.
25% off Approach Training
20% off Advanced Trainings
Access to all 21/64 virtual workshops
Per-advisor training discounts (up to 20 advisors)
Workshop access (up to 20 advisors): $11,400
Tool Activation Credit: $1,500
Facilitated sessions (2 hrs): $1,800
L1 — Launch | L2 — Build | L3 — Embed | |
|---|---|---|---|
Advisors enrolled | Up to 5 | Up to 10 | Up to 20 |
Approach Training discount (per advisor) | 15% | 20% | 25% |
Advanced Training discount (per advisor) | 20% | 20% | 20% |
Use Approach, Advanced, or both | ✓ | ✓ | ✓ |
Workshop access (all year) | — | All enrolled | All enrolled |
Tool Activation Credit (per organization) | $500 | $750 | $1,500 |
Facilitated session w/ 21/64 faculty | — | 1 hour | 2 hours |
Annual fee | $1,800 | $4,500 | $10,000 |
Approach Training is the entry point. Advisors complete the foundational training, earn first-year CA certification, and begin using the 21/64 methodology in practice. Organizational Membership supports what happens next — continued development, reinforcement, and firm-wide application.
Advanced Training, Workshop and Tool Talk topics include:
Organizational Membership brings together training, tools, and reinforcement so that learning moves into everyday practice — and practice becomes culture. For firms at Levels 2 and 3, facilitated sessions with 21/64 faculty and senior consultants provide deeper, more tailored guidance to support integration across your organization.
Approach Training tuition includes first-year CA certification. Starting in year 2, advisors will be charged a separate annual recertification fee of $65 that is billed independently and not included in membership fees.
Memberships renew annually. Members may cancel with 30 days written notice before their anniversary date.
Members may upgrade to 21/64’s Learning Community where Certified Advisors sharpen their skills, stay ahead of evolving trends in the sector, and find peer support. To upgrade, the current membership fee is credited pro-rata toward the higher level.
We recommend timing your membership to when your team is ready to engage. Benefits are rolling 12 months from the memo date, not the individual advisor’s start date. Advisors added later in the year share the same expiration.
A dollar credit toward 21/64’s catalog of tools (Motivational Values®, Picture Your Legacy®, and others) — valid for the full membership term.
Membership discounts apply to Approach Training and Advanced Trainings and cannot be combined with other offers or promotions.
