Our methodology is grounded in the nationally recognized 21/64 Approach, a framework designed to help families engage in meaningful, multigenerational conversations about values, purpose and impact. The tools and exercises we use help families explore priorities, surface assumptions and clarify shared goals. This approach brings focus and clarity to conversations that can otherwise feel abstract or emotionally charged.

True North’s process is less about delivering quick answers and more about enabling and supporting the right conversations over time. Steve creates a structured, supportive setting where families can engage with challenging questions, test assumptions and respectfully hold different points of view. The goal isn’t forced agreement; it’s a deeper, shared understanding that allows decisions to emerge with integrity, even when the issues are complex.