Family Values Statement

Defining The Principles That Guide A Family Across Generations

Every family has values.
  • Some are spoken.

  • Some are assumed.

  • Some are modeled through actions.

  • Some are never clearly articulated.

The challenge is that values that remain unspoken are often difficult to preserve.

A Family Values Statement helps solve that problem.

That is why a Family Values Statement is an important entity within the Legacy pillar of The Blueprint for Financial Success™.

A written values statement provides clarity regarding the principles, beliefs, and behaviors a family seeks to uphold across generations.

It becomes a compass for decision-making, stewardship, relationships, and legacy.


What Is A Family Values Statement?

A Family Values Statement is a written document that identifies and explains the core principles that guide a family’s decisions, relationships, stewardship, and priorities.

It answers questions such as:

  • What do we believe?

  • What matters most to us?

  • What principles guide our decisions?

  • What behaviors do we want future generations to embrace?

  • How should our family be known?

The goal is not perfection.

The goal is alignment.


Why Family Values Matter

Values influence nearly every important decision.

They affect:

  • Relationships

  • Parenting

  • Money

  • Business

  • Generosity

  • Leadership

  • Legacy

When values are clearly defined, decision-making becomes easier and more consistent.

Without shared values, families often struggle to maintain alignment across generations.


The Five Benefits Of A Family Values Statement

Clarity

Values provide clarity regarding what matters most.

When difficult decisions arise, values serve as decision-making filters.

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Consistency

Values help ensure decisions remain aligned over time.

This consistency often strengthens trust and family culture.

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Stewardship

Values frequently shape how families view responsibility, opportunity, and wealth.

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Family Identity

Values help answer an important question:

Who are we as a family?

The answer often shapes future generations.

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Legacy

Values often become one of the most important inheritances a family passes to future generations.

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Common Family Values

Every family is unique.

However, many values statements include principles such as:

Integrity

We tell the truth and do what is right.


Stewardship

We manage resources responsibly.


Generosity

We use our resources to help others.


Faith

We seek wisdom and purpose beyond ourselves.


Responsibility

We accept ownership of our actions.


Respect

We value people and relationships.


Service

We seek opportunities to contribute.


Gratitude

We recognize and appreciate our blessings.


Excellence

We pursue continual growth and improvement.


Family

We prioritize relationships and support one another.


Sample Family Values Statement

We value integrity, stewardship, generosity, faith, gratitude, responsibility, and service. These values guide our decisions, strengthen our relationships, and help us create opportunities that benefit future generations.


Family Values And The Blueprint

A Family Values Statement connects every pillar within The Blueprint.


Family Values And Purpose

Values help translate purpose into daily actions.

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Family Values And People

Values influence how family members treat one another.

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Family Values And Planning

Values often influence financial goals and planning priorities.

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Family Values And Protection

Values help guide decisions during uncertainty and adversity.

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Family Values And Prosperity

Values often determine how prosperity is created, managed, and shared.

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Family Values And Legacy

Values frequently become the foundation of a family’s long-term legacy.

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Questions To Consider

Families developing a values statement often ask:

  • What principles matter most?

  • What behaviors should define our family?

  • What values should continue across generations?

  • What lessons do we hope future generations remember?

  • How should wealth and opportunity be viewed?

  • What legacy are we trying to create?

These answers often become the foundation of a family’s culture.


How Family Values Connect To The Intelligence

Several Intelligence hubs expand on values, stewardship, and family leadership.

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Frequently Asked Questions

What is a Family Values Statement?

A Family Values Statement is a written declaration of the principles and beliefs that guide a family’s decisions, relationships, stewardship, and legacy.

Why should a family create one?

It helps create clarity, consistency, communication, and alignment across generations.

How many values should be included?

Many families identify between five and ten core values.

Can values change over time?

Yes. Families often review and update values as circumstances evolve.

Should children participate?

Yes. Involving multiple generations often strengthens ownership and engagement.

How does a Family Values Statement connect to The Blueprint?

It provides a foundation for purpose, relationships, planning, stewardship, prosperity, and legacy.


Related Entities

  • Family Constitution

  • Family Mission Statement

  • Family Vision Statement

  • Personal Stewardship Philosophy

  • Legacy Letter

  • Family Governance

  • Stewardship

  • Purpose

  • Purpose-Driven Wealth

  • Legacy Planning


Continue Your Journey

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Because what a family values today often becomes what future generations preserve tomorrow.