Training.
Our interactive, small group training for philanthropy advisors and other professionals deepens personal skills, technical tools, and generational awareness.
It takes a combination of unique hard and soft skills to serve family philanthropy and private wealth clients in ways that helps them navigate successfully across generations. The most effective wealth and philanthropy advisors are regularly adding new tools to their toolbox to enhance relationships with clients—particularly as Gen X, Millennials and Generations Z play increasing roles in family enterprise.
21/64 provides you with interactive, small group trainings held over the course of two days. In our hands-on sessions, you will gain new skills and technical tools while deepening your client relationship skills. Following the program, you’ll be certified to facilitate our 21/64 tools and methodology—the recognized gold standard in our industry—receive discounts and client referrals, and have access to a large advisor network for peer support and continuing education.
Who Should Attend.
- Philanthropic Advisors
- Community Foundation Professionals
- Investment Advisors, Private Bankers, and Estate Attorneys
- Family Office Professionals
- Foundation Directors
- Trustees who also staff their family philanthropy
Learning Objectives.
Understand assumptions around family, wealth, and philanthropy
Shift from a transactional approach to a relational one
Gain generational awareness to engage the next generation
Implement facilitation and group dynamics tools
Gain new peers who advise high-capacity families around the globe
Register Now.
The 21/64
Approach
Learn 21/64’s proven methodology, and acquire the personal skills, generational awareness, and technical tools to work more effectively with next-generation funders and multigenerational family enterprise clients.
Engaging
Generation Impact
Learn new tools, strategies, and program design to begin or deepen your work with the next generation in your community.
The Art of
Facilitation
A master class in facilitation, this advanced course will help you sharpen your greatest tool – yourself – and equip you to be a keen observer, identifying situations as they arise, and practice managing them effectively.
Managing Family
Dynamics and Talking
About Wealth
Learn to look at client situations using a family systems approach, and prepare yourself for what issues might arise when broaching the subject of multigenerational success, legacy planning, philanthropic engagement, and money.
RETAIN MORE CLIENTS
Only 2%
Only 2%
With our training, you will better understand the next generation of wealth holders so that you can build relationships with the next generation of clients.*
of clients stay with their parents' wealth advisors after their parents pass.
With our training, you will better understand the next generation of wealth holders so that you can build relationships with the next generation of clients.*
*PwC 2011 Global Private Banking and Wealth Management Survey
Charlie Jordan
Partner/Wealth Advisor, Brightworth
Charlie Jordan
Partner/Wealth Advisor, Brightworth
Gary Shunk
Family Wealth Dynamics
Gary Shunk
Family Wealth Dynamics
Lisa Morrison, Chief, Annual Development
UJA Federation of Greater Toronto
Lisa Morrison, Chief, Annual Development
UJA Federation of Greater Toronto
Heather Sherwin, VP for Development
Central Carolina Community Foundation
Heather Sherwin, VP for Development
Central Carolina Community Foundation
Mo H. Baldwin, Owner
Adeo Strategy Partners
Mo H. Baldwin, Owner
Adeo Strategy Partners
Sherri Greenbach, President
Social Dividends
Sherri Greenbach, President
Social Dividends