Living Your Values
Tools to bring values to life
Values Driven Living
Values are the foundation of purposeful identity and individual and organizational resilience. Clear individual and shared values provide confidence and purpose to navigate challenging change, strengthen trust and build shared purpose.
Living Your Values
My latest book Living Your Values: Connecting personal, family and organizational values to build purpose and clarity (2025) provides a time-tested roadmap and tools for clarifying individual, team/family and organizational values and step-by-step Learning Journeys to apply this clarity to decision making , leadership and governance.
Resources to Bring Values to Life:
Values Edge Tool Kit –
Cards, materials for facilitating sessions
Complete toolkit for groups, facilitators, coaches and advisors to guide individuals and teams/families through hands on clarification of current, legacy and emerging values. Uses the Values Wheel model for connecting to strategy, succession and culture. Certification training for advanced design and consultation with global community of practitioners.
On-Line Exercises –Individuals, teams and families
Individuals can build their Personal Values Pyramid and discover their collective drivers and areas of growth and development. People Walk away with a personal report and guidebook to bring clarity for decisions, strengthening relationships and connection to purpose.
Groups/Teams can view how everyone’s values align with others, appreciate shared and aspirational values and talk about how these shared values can support collaboration and alignment and accountability. Helps shape leadership development, philanthropy decisions and conflict reduction.
Workshops & Retreats
Bring values to life with your family, team or organization to reduce conflict, create alignment around your strategy. Connect your legacy, current and future into a coherent narrative of why your family/team/organization adds value and impact
A Global Legacy of Values-Led Transformation
Whether you're leading a team, navigating a family business, or re-evaluating your next chapter, we can help you.
30+ Years of Proven Framework – Guiding leaders and families globally through values-based transformation.
1K+ Customers of Worldwide Impact – Used with families, organizations, leaders and advisors across the world.
50 Years of Practice – Guiding organizational/family change, building leadership capacity.
How Values Help
This work helps you align your vision to build clarity and focus within families, teams, and organizations. Make confident decisions by using your core values as a compass to navigate transitions and challenging environments.
Strengthen relationships by uncovering what truly matters, fostering deeper understanding and meaningful connection. Lead with purpose by unlocking more powerful, aligned leadership rooted in both personal conviction and professional direction.
Client Experiences of The Values Edge
“‘Values’ is used so frequently as to have lost much of its meaning yet defines our decisions, our relationships and our definition of who we are. Living Your Values is my go-to set of field-tested values-tools; providing learning journeys for individual reflection and sparking conversations which reduce conflict. Elevates connectivity and relationships in teams and bridges the gap between what you aspire to do and what you do.
— Kristin Keffeler
Chief Learning Officer
“A ‘pioneer’ indeed, and an acolyte. These exercises are at the heart of the strategy work I’m doing with UHNW wealth management firms. Most (not all) are well-intentioned and have their virtues, but they are not truly virtuous until they’ve defined their purpose and values.”
— Jamie McLaughlin
CEO of J. H. McLaughlin & Co.
“These tools provide a superb way to stimulate reflective thinking and vibrant discussions. There are no easy answers to identifying what you most value. I use the Values Edge frequently to help leaders distill personal clarity that translates into powerful vision and mission. Living Your Values provides a path for leaders to create a values-based life, family, business, and culture.”
— Karen Dillon
Banyan Global Family Business Advisors, co-author of New York Times best-seller How Will You Measure Your Life?
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