Workshop on Leading Value Discovery in Business Families 2014

(Supported by Center for Family Business)

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 Leader

Prof. Dennis T. Jaffe,
PhD(Yale), founding member of Family Firm Institute, & Richard Beckhard Award recipient

For 35 years, Dennis has helped families manage the personal and organizational issues that lead to successful and fulfilling transfer of business, wealth, values, commitments and legacies between generations. As both an organizations consultant and clinical psychologist, he is one of the architects of the field of family enterprise consulting. He works with multi-generational families to develop governance tools and the capability of next generation leadership and with financial organization and family offices to develop their capability and skills to serve their family clients. He is an active speaker and workshop leader in these areas for families and financial service firms.


Program Overview

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 EdgeSM 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.


Session Topics

•  The Values Discovery Process and Values Edge cards

•  Personal Values Pyramid and creation of a Family or Team Values Statement.

•  7 Values categories

•  Differences and similarities in their personal values



• Understand the concept of “Values” to business families

• Learn the approach to discover personal and family values together with their clients using the Values EdgeSM cards

• Master the technique to compare personal values, and integrate them into family values statement

• Get one complimentary set of Values EdgeSM cards for each participant (Original price: HK$1,240 per set)


Who Should Attend?

Family members, their advisors and family business researchers

Registration is closed on 20 October 2014.

Mr. Liang WU
Phone: (852) 3943 9524