Membership Meeting | Engaging the Rising Generation in Wealth and Philanthropy
Program Description and Benefits:
Join us for an interactive session designed to help estate planning professionals deepen their effectiveness in advising multigenerational families, especially when the rising generation is beginning to shape the conversation. As families place greater emphasis on values, legacy, and shared decision-making, advisors are being asked not only what to plan for, but how to guide more inclusive and purpose-driven planning processes.
The session will introduce research-backed tools from 21/64 that help families explore values, articulate vision, define roles, and navigate generational transitions with greater clarity. Throughout, participants will reflect on how and when these conversations begin, how generational context shapes the planning process, and what structures or approaches can support clarity, alignment, and continuity over time.
Attendees will be seated at round tables to facilitate multidisciplinary discussions.
Speaker Biographies:
Jumi Falusi Samen is a go-to guide for families, philanthropies, advisors, and investors seeking to clarify and advance their goals for wealth and philanthropy. With more than 16 years of experience, she leads the consulting practice at 21/64 as Senior Director and Senior Consultant, where she works at the intersection of wealth, legacy, and impact. Jumi’s consulting centers on philanthropy and family governance, where she advises families, foundations, and the professionals who serve them on setting strategy, making decisions, and building structures for leadership, knowing that these choices carry implications across generations.
Jumi served as a Senior Vice President and Philanthropy Advisor at Bessemer Trust and previously worked in financial advising at Goldman Sachs and fundraising at the Apollo Theater.
Logistics:
- Fees: $50 for active members; $80 for guests and emeritus members. Student members may attend at no cost.
- Registration begins at 5:00 pm with the program starting at 5:20 pm.
- A reception will immediately follow the presentation.
- Closest Metro: Gallery Place
- Parking is available in a variety of nearby paid lots and hotel valet for a fee.
- Guests are warmly welcome when accompanying a member host.
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