Webinar - The Real Risk Factor in Wealth Transfer: Human Capital

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	3/26/2026
When:	Thursday, March 26, 2026 12:00 pm - 1:00 pm
Where:	Zoom Webinar United States
Contact:	BEPC Office bepc@bepc.org (978) 364-5170

Online registration is available until: 3/26/2026

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The Real Risk Factor in Wealth Transfer: Human Capital

Webinar Description

As the generational wealth transfer accelerates, so does the need to address the human dynamics that shape how families make decisions, resolve tensions, and plan for the future. Families need guidance not only on what to do, but on how to talk to each other and make decisions that reflect both continuity and change. This interactive session, led by 21/64, a nonprofit with more than 20 years of experience working with multigenerational families and the professionals who advise them, offers research-backed tools and practical strategies for navigating these dynamics. Participants will explore how to engage rising gen family members, facilitate across generational differences, and show up more effectively in conversations that matter.

Speaker

Danielle Oristian York
Executive Director at 21/64

Danielle Oristian York is a creative system thinker, a leader and fan of embracing complexity. She has been a consistent leader in the field, spending over 20 years helping families, leaders and communities have complicated conversations about change, identity and the future. Danielle is Executive Director and President of 21/64, a nonprofit practice serving next gen and multigenerational families. She is an expert facilitator, trainer, and keynote speaker. She brings a constant curiosity and warm presence to work with new and seasoned philanthropists, family foundations, nonprofits and the advisors who serve them. Prior to joining the 21/64 team, Danielle worked at UBS and Pitcairn Family Office, this experience provided different vantage points from which to catalyze and support strategic decision making. Danielle lives in Boston with her husband and two terrific kids.

Educational Track and Level

Certificates of Completion

BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.

BEPC is also a CE Sponsor through the CFP Board. BEPC applies for CE credit approval through the CFP Board for our educational events.
BEPC also applies for CE credit approval through the American Bankers Association to support CTFA designees.
BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. The certificate will also state if the seminar was approved by the CFP Board or ABA for CE credit.