This session is about leveraging Family Systems Theory to make the invisible dynamics within families of wealth visible, sharing practical methods and actionable stories that equip advisors with the framework and tools needed to navigate challenging conversations and advise clients with greater clarity and impact.
Starting Time:
October 8, 2025
Ending Time
October 8, 2025

This focused session on Family Systems Theory, is a vital part of 21/64’s Advanced Training on Managing Family Dynamics, designed to make the invisible forces within family systems visible to advisors. We will explore several core concepts of this theory to better understand how individuals are deeply connected to their families and how complex patterns influence decision-making among clients.
Below are our upcoming events. We hope to see you at one of them.
How can you be responsive to what someone needs today while also strengthening what they will be able to navigate for themselves tomorrow?

Plenary: “From Financial Wealth to Generational Wealth: Who Does My Family Need to Be and What Capabilities Do We Need to Strengthen? PLUS ”Breakout: “From Feelings to Functioning: What Is Mine to Do When Family Members Have Less?”
