Core Values: If you don’t know what the top five values your team holds, it will be more challenging to hire, fire, and invest with conviction. Our team worked for seven years without values defined. To connect our team further, we defined our seven core values and within two weeks of defining them clearly, we fired two of our team members and “gracefully exited” a family office who had us on a $7k/month advisory retainer because all of those professionals were clearly at odds with what we stood for and the goals that we were trying to accomplish. These values can be especially valuable when deciding which family members to include in the family office or core operating business operations, and which may not be a great fit for such a full-time position. To download our core values, click here.