Family Business Professional Workshops

Learn to use the Values Edge Cards and help your family or clients to discover values!

What are values?

Values are the cornerstone of life—the foundation for behavior, motivation, career and life that determines what we consider important and how we make decisions and take action. One’s personal values form a sort of personal fingerprint, that offers a shorthand way for people to define themselves in a way that is deeply meaningful. Defining and sharing is a powerful way for teams, work groups and organization members to get to know each other.  Also, when families grow to include several generations, and are tied together by a shared family business or investments, one of the ways that they can build connection and common ground is to begin with each person’s values.

Workshop objectives

This module teaches advisors and family members with a leadership role how to discover personal and family values together with their clients using the Values Edge^SM cards. The Values Discovery Process employs Values Edge cards as a tool to help an individual, couple, family or team to define their Personal Values Pyramid, and then work together to create a Family or Team Values Statement. These tools, based on the work of Cynthia Scott and Dennis Jaffe, utilize their model of 7 values categories—Mastery, Self Expression, Tradition, Relationship, Inner Development, Lifestyle and Social—to help people look at their values in relation to their personal motivations and life choices.  The use of these cards and tools adds an element of concreteness and a well-grounded model for people to look at differences and similarities in their personal values, and then move to integrate them into a shared team or family values statement. They can also compare legacy and current values, or current and aspired future values, and develop an Action Plan as an individual, family or work team.

Certificate of Attendance

Participants who have attended this workshop may apply for a Certificate of Attendance, to be awarded by the Center for Family Business and Advisory Services of the Chinese University of Hong Kong.

Details