Running a business with a sibling can be challenging, but it has strengthened the bonds between brothers who co-lead a tax and wealth advisory firm and a fintech platform. To succeed together, they adhere to three crucial rules: knowing their respective strengths to avoid conflicts, engaging in excessive communication to address any issues promptly, and upholding their core values while building their businesses. This approach has fostered teamwork during difficult times and ensured a focused business vision without unnecessary scaling.
Agree on what you're each good at, and stick to it. This isn't about avoiding overlap, it's about playing to each other's strengths.
That level of candor has kept our relationships strong even through high-stress moments, like launching WealthRabbit the same week one of our co-founders suddenly died.
We’ve learned the hard way that even the closest brothers can't read each other's minds. That's why we talk. A lot.
Don't scale for the sake of it; build with purpose.
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