Identifying and Prioritizing the Motivational Values That Drive Family Decisions

As multiple generations begin to work together, differences can and do arise, and identifying the goals and values that resonate across the family and motivate individuals to work together is a critical task in sustaining wealth. While many families take steps to document their chief business or financial objectives, they fall short of clarifying their true motivational values – those that embody the very core of their family’s belief system and character.

Utilizing small group activities and a series of thought-provoking questions, this presentation will help participants identify and reflect on their motivational values and recognize how these key principles influence decision-making both on an individual and a family level.

This presentation was originally given at the FOX 2010 Fall Forum.