21/64

21/64 is an independent nonprofit practice providing multigenerational advising, facilitation and training for next generation engagement.

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.

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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.

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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

Testimonials.


The 21/64 training was one of the best uses of my time and resources for my business of advising wealthy families. I have used several of the tools to help deepen the relationships I have with the families I serve. Additionally, I have found the techniques learned in the training to be very useful in the hiring and training process for new employees as well as the 'getting to know you' phase of new client relationships. I cannot recommend 21/64 enough if you are looking for new and value-added ways to serve your clients and their families in their philanthropy.

Charlie Jordan
Partner/Wealth Advisor, Brightworth

2017-06-23T11:13:51+00:00

Charlie Jordan
Partner/Wealth Advisor, Brightworth

The 21/64 training was one of the best uses of my time and resources for my business of advising wealthy families. I have used several of the tools to help deepen the relationships I have with the families I serve. Additionally, I have found the techniques learned in the training to be very useful in the hiring and training process for new employees as well as the 'getting to know you' phase of new client relationships. I cannot recommend 21/64 enough if you are looking for new and value-added ways to serve your clients and their families in their philanthropy.
Just off the phone with a family foundation that found me via 21/64. They have hired me to facilitate a cousin consortium meeting in March. Couldn't be happier. I utterly love this work. Thanks to you, your vision and our 21/64 community!

Gary Shunk
Family Wealth Dynamics

2017-06-23T11:18:16+00:00

Gary Shunk
Family Wealth Dynamics

Just off the phone with a family foundation that found me via 21/64. They have hired me to facilitate a cousin consortium meeting in March. Couldn't be happier. I utterly love this work. Thanks to you, your vision and our 21/64 community!
Thank you!! Your training and materials are so spot on... They are learnable and highly valuable and useful. I just left a family meeting and it went extremely well. I couldn't have scripted it better had I been asked to imagine what a great outcome would be. I asked the family part way through how they felt about the two exercises. They were all very positive about them and really enjoyed doing them.

Lisa Morrison, Chief, Annual Development
UJA Federation of Greater Toronto

2017-06-23T11:19:08+00:00

Lisa Morrison, Chief, Annual Development
UJA Federation of Greater Toronto

Thank you!! Your training and materials are so spot on... They are learnable and highly valuable and useful. I just left a family meeting and it went extremely well. I couldn't have scripted it better had I been asked to imagine what a great outcome would be. I asked the family part way through how they felt about the two exercises. They were all very positive about them and really enjoyed doing them.
2164 has been the most positive and valuable professional development opportunity I have ever participated in. The continued added value through your posts and conference calls keeps the knowledge on the front burner and always fresh. I really appreciate you and your work

Heather Sherwin, VP for Development
Central Carolina Community Foundation

2017-06-23T11:20:11+00:00

Heather Sherwin, VP for Development
Central Carolina Community Foundation

2164 has been the most positive and valuable professional development opportunity I have ever participated in. The continued added value through your posts and conference calls keeps the knowledge on the front burner and always fresh. I really appreciate you and your work
You have created a fabulous training for the 21/64 tools – the combination of personal and group development, learning on individual and then facilitation levels, and working with specific tools and an overall system – what a hard balance that you did extremely well. So many thanks for including me in the program!

Mo H. Baldwin, Owner
Adeo Strategy Partners

2017-06-23T11:21:13+00:00

Mo H. Baldwin, Owner
Adeo Strategy Partners

You have created a fabulous training for the 21/64 tools – the combination of personal and group development, learning on individual and then facilitation levels, and working with specific tools and an overall system – what a hard balance that you did extremely well. So many thanks for including me in the program!
It was a real treat to be sequestered and pushed to think about our work practice, our views on money and how we can have an even greater impact on the philanthropic world. It was clear that you worked hard on getting the right people in the room and on the best methodology to transmit your breadth of knowledge and experience.

Sherri Greenbach, President
Social Dividends

2017-06-23T11:22:14+00:00

Sherri Greenbach, President
Social Dividends

It was a real treat to be sequestered and pushed to think about our work practice, our views on money and how we can have an even greater impact on the philanthropic world. It was clear that you worked hard on getting the right people in the room and on the best methodology to transmit your breadth of knowledge and experience.