Dr. Rebecca Trobe
Dr. Rebecca Trobe, Psy.D., the founder of Impact Coaching & Consulting, LLC, works with philanthropic organizations, family foundations, couples and individuals. Her consulting work is focused on multi-generational strategic philanthropy and family wealth succession planning with an emphasis on stewardship, legacy planning and next generation transitions. Rebecca holds a doctorate in clinical psychology and applies her skills to all of the above in addition to spending time with organizations, leaders and teams on the effective development of strategy, values, vision and leadership.
Rebecca has worked in a range of professional consulting roles including: Family Wealth Consultant with Wells Fargo’s National Family Office/Family Dynamics Division, Co-founder and Managing Principal of The Wealth Legacy Group, Partner at Schaffer & Combs, LLC and Senior Consultant with 21/64, a non-profit consulting practice specializing in next generation and multi-generational family philanthropy. Prior to relocating to San Francisco from New York, Rebecca was an executive coach with Leadership Strategies, a boutique coaching firm based in Princeton, NJ, working nationally with C-level executives and their teams on leadership performance, vision and strategy.
Rebecca is based in the San Francisco Bay Area and is privileged to travel nationally and internationally in her work with organizations, foundations and families. She is passionate about most things involving the principles of family systems as they relate to giving and wealth, innovation, leadership and building empathy within families and organizations. Rebecca is an instructor for the international Roots of Empathy Program in the Oakland Unified School District and has proudly served on the advisory boards of both Ashoka’s Bay Area Youth Venture and Thinking Beyond Borders.
Read Rebecca’s dissertation:
A Qualitative Study of What Motivates Young Adults of the Millennial Generation Toward Philanthropy
Elaine Gast Fawcett, MS, is a writer and coach who helps people and organizations tell their story to move their mission forward.
A skilled listener and master synchronizer, she’s interviewed hundreds of philanthropists, high net worth individuals, entrepreneurs and leaders. She has worked in the philanthropy field for 15 years, authoring 7 books for grantmakers and countless tools for foundations, families and next-generation donors.
Elaine believes story is a profound way to understand and connect with ourselves, our families, and our work in the world. She is committed to helping others tell their most important story—the one that leads them to their legacy.
Sharna Goldseker is Executive Director of 21/64, a non-profit consulting practice specializing in next generation and multigenerational engagement in philanthropy and family enterprise. In that capacity, Sharna consults and speaks on generational transitions often using 21/64’s uniquely developed tools; facilitates Grand Street, a network of 18-35 year olds from Jewish families, who are or will be involved in their family’s philanthropy; and trains other advisors on 21/64’s approach to multigenerational engagement. Sharna is editor of The Grandparent Legacy Project and co-author of#NextGenDonors, a first-of-its-kind study of high-capacity next gen donors in the United States.
Sharna earned a Bachelor of Arts from the University of Pennsylvania with majors in Urban Studies and Religious Studies. She has a Masters in Public Administration in Non-Profit Management from New York University’s Robert F. Wagner Graduate School of Public Service, where she was the inaugural Charles H. Tenney Fellow. She also has training in organizational development, group dynamics, and family systems.
Sharna currently serves on the Board of Directors of the Goldseker Foundation, a foundation established by her great uncle, and is a member of the Collaboration for Family Flourishing, a network of family wealth advisors. She is married with two children and lives in New York City.
Substancial financial wealth, whether created or inherited, has the capacity to transform the wealth holder. Many wealthy individuals rethink the meaning of their money, indeed their lives, in light of the freedom and empowerment their wealth provides them. In the lives of the wealthy, there is often an existential shift, often more an inner journey than outward accomplishment. Consciously, they explore their options, and in this transitional work they go through a stage of development in regard to their wealth.Wealth in Families
There is an idea that values are divided between the financial and the societal, but this is a fundamentally wrong way to view how we create value. Value is whole.Blended Value
Philanthropy is a matter of giving - of yourself as much as your money. And the more you give, the more you stand to get back - not in money, but in more spiritual forms of value. Connection. Purpose. Meaning.The Art of Giving; Where the Soul meets a Business Plan.
Philanthropy can act as an integrating force that is fulfilling precisely because it is so full of such diverse, and yet essential, elements.The Art of Giving; Where the Soul meets a Business Plan.
It is extremely important to help families develop rituals that correspond to the actual transitions of their lives, including those transitions that the culture has not validated. The powerful implications of family life cycle celebration; rituals that have been designed by families in every culture to ease the passage of its members from one status to the next, allow the system to unlock during the time just before and after such events. As a result it is often possible to shift things with less effort during these intensive period than could ordinarily be expended in years of struggle.The Changing Family Life Cycle
Today’s philanthropists are going to transfer legacies of meaning as well as financial wealth, whether they think about it or not.Center on Wealth and Philanthropy