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Beyond the Balance Sheet: Why Emotional and Spiritual Capital Matter in Family Wealth - R360's Thought Leadership Blog, Press Releases & News

Jan 22, 2026

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Thought Leadership

Beyond the Balance Sheet: Why Emotional and Spiritual Capital Matter in Family Wealth

Lasting family legacies require more than money—they need shared purpose and emotional connection to endure.

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Cornerstone Coverage
Barron's: A Club for the Super Rich Offers Unbiased Advice - R360's Thought Leadership Blog, Press Releases & News

Barron's: A Club for the Super Rich Offers Unbiased Advice

Bloomberg: The Super-Rich Are Forming a New Exclusive Club - R360's Thought Leadership Blog, Press Releases & News

Bloomberg: The Super-Rich Are Forming a New Exclusive Club

Business Insider: How an invite-only club helps people with a net worth of at least $100 million manage their wealth in a socially responsible way - R360's Thought Leadership Blog, Press Releases & News

Business Insider: How an invite-only club helps people with a net worth of at least $100 million manage their wealth in a socially responsible way

Country & Town House: 8 Of The Most Exclusive Members’ Clubs In The World - R360's Thought Leadership Blog, Press Releases & News

Country & Town House: 8 Of The Most Exclusive Members’ Clubs In The World

Financial Times: $10mn? $30mn? $100mn? The redefinition of the super-rich - R360's Thought Leadership Blog, Press Releases & News

Financial Times: $10mn? $30mn? $100mn? The redefinition of the super-rich

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Thought LeadershipPress ReleaseIn The NewsEvent RecapCharlie's ColumnReset Filters
MarketWatch: R360 Managing Partner Charlie Garcia explains why Druckenmiller’s high-conviction bet against U.S. debt isn’t just a market move — it’s a signal. - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Legendary investor Stanley Druckenmiller is shorting U.S. Treasurys. Should you care?

R360 Managing Partner Charlie Garcia explains why Druckenmiller’s high-conviction bet against U.S. debt isn’t just a market move — it’s a signal.

MarketWatch

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Managing Partner

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7.19.25

Schwab Network: "Crypto is a technology revolution—it’s going to happen." - R360's Thought Leadership Blog, Press Releases & News

In the News

Schwab Network: "Crypto is a technology revolution—it’s going to happen."

R360 Managing Partner Barbara Goodstein joined Diane King Hall on Schwab Network’s Trading 360 to talk about why regulation is the key to broader adoption of crypto.

Schwab Network

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Managing Partner

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7.17.25

MarketWatch: AI will take your job in the next 18 months. Here’s your survival guide - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: AI will take your job in the next 18 months. Here’s your survival guide.

R360 Managing Partner Charlie Garcia breaks down the battle between three AI visionaries—and what their very public disagreement means for your paycheck. Some say AI will transform the economy.

MarketWatch

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Managing Partner

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7.16.25

Fox Business: Peak at How the Ultra-Wealthy Invest - R360's Thought Leadership Blog, Press Releases & News

In the News

Fox Business: Peak at How the Ultra-Wealthy Invest

R360’s New York Chapter Chair and Managing Partner Barbara Goodstein told Liz Claman on Fox Business Network about how R360 members are identifying the next big investment trends before they happen.

Fox Business

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Managing Partner

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7.15.25

What Makes an Exceptional UHNW Community? - R360's Thought Leadership Blog, Press Releases & News

Thought Leadership

What Makes an Exceptional UHNW Community?

What does it mean to live well, raise a resilient family, and create a lasting impact?

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Managing Partner

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7.14.25

MarketWatch: Silver could be the trade of the decade. This is how to play it so you don’t miss out. - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Silver could be the trade of the decade. This is how to play it so you don’t miss out.

While gold basks in the spotlight, silver is quietly gearing up for what could be the trade of the decade. Supply deficits, soaring industrial demand, and new laws re-legitimizing silver as money are creating a setup eerily similar to past silver supercycles — only bigger.

MarketWatch

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Managing Partner

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7.5.25

MarketWatch: The Supreme Court just boosted Trump’s business agenda — and these stock-market sectors. Here’s how to play it.

Charlie's Column

MarketWatch: The Supreme Court just boosted Trump’s business agenda — and these stock-market sectors. Here’s how to play it.

In his latest Street Sense column for Marketwatch R360 Managing Partner Charlie Garcia explains how the Court’s ruling in Trump v. CASA could fast-track deregulation—and open the door to major gains across the S&P 500.

MarketWatch

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Managing Partner

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7.2.25

FamilyOffice: Michael Cole on Inside the Minds of $100M+ Families: AI, Gold, Legacy & the Fight for the Future - R360's Thought Leadership Blog, Press Releases & News

In the News

FamilyOffice: Michael Cole on Inside the Minds of $100M+ Families: AI, Gold, Legacy & the Fight for the Future

R360's Managing Partner Michael Cole joined Angelo Robles on the FamilyOffice Show to discuss how members are actively growing their capital, family governance strategies, and social impact.

FamilyOffice

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Managing Partner

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6.28.25

MarketWatch: Trump’s Iran strike is a major win for your stock portfolio. Here’s how to play it - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Trump’s Iran strike is a major win for your stock portfolio. Here’s how to play it.

R360’s Charlie Garcia explains why Operation Midnight Hammer could be a turning point for investors.

MarketWatch

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Managing Partner

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6.24.25

Schwab Network: Defense, Energy & Crypto: Reason to Be Bullish - R360's Thought Leadership Blog, Press Releases & News

In the News

Schwab Network: Defense, Energy & Crypto: Reason to Be Bullish

R360 Managing Partner Barbara Goodstein joined Nicole Petallides on Schwab Network’s Market on Close to explore why these sectors are gaining fresh attention from long-term investors.

Schwab Network

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Managing Partner

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6.23.25

The SF Standard: The new luxury medical tourism trend? $60K stem-cell injections - R360's Thought Leadership Blog, Press Releases & News

In the News

The SF Standard: The new luxury medical tourism trend? $60K stem-cell injections

R360 Longevity Circle co-chair Peter Fioretti talks about the rising interest in stem-cell therapies—and the importance of thoughtful exploration of emerging therapies.

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Managing Partner

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6.20.25

MarketWatch: Trump’s next Fed picks could rock your mortgage and retirement. Buckle up – R360's Thought Leadership Blog, Press Releases & News.

Charlie's Column

MarketWatch: Trump’s next Fed picks could rock your mortgage and retirement. Buckle up.

In his latest MarketWatch column, R360’s Charlie Garcia unpacks the looming battle over the Federal Reserve.

MarketWatch

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Managing Partner

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6.17.25

MarketWatch: Investors face these three costly scenarios from the Israel-Iran conflict. Here’s what to do now - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Investors face these three costly scenarios from the Israel-Iran conflict. Here’s what to do now.

In his latest Street Sense column for MarketWatch R360 Managing Partner Charlie Garcia explores what Israel’s bombing of Iran means for your portfolio.

MarketWatch

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Managing Partner

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6.14.25

MarketWatch: This investment turned $50,000 into $23 million in 10 years. It’s still a buy - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: This investment turned $50,000 into $23 million in 10 years. It’s still a buy.

R360 Managing Partner Charlie Garcia's latest MarketWatch column poses the central question: Are you ready to take a serious look at bitcoin?

MarketWatch

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Managing Partner

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6.7.25

MarketWatch: America’s biggest lender is closing its wallet — and investors and home buyers will feel it. Here’s what to watch - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: America’s biggest lender is closing its wallet — and investors and home buyers will feel it. Here’s what to watch

In his latest MarketWatch column, R360 Managing Partner Charlie Garcia unpacks the quiet economic pact that let Americans borrow big while Japan footed the bill.

MarketWatch

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Managing Partner

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6.3.25

Why wealth rarely survives grandchildren — and how your family can beat the odds - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Why wealth rarely survives grandchildren — and how your family can beat the odds

In his latest column for MarketWatch R360 Managing Partner Charlie Garcia explores entropy—the slow but certain unraveling that happens when wealth and legacy are not actively tended to.

MarketWatch

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Managing Partner

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5.27.25

How to Choose the Right UHNW Network for You

Thought Leadership

How to Choose the Right UHNW Network for You

For ultra-high-net-worth individuals and families, wealth brings opportunity—but also complexity.

R36O Staff

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Managing Partner

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5.27.25

MarketWatch: The ‘mother of all credit squeezes’ is coming — hang on to your wallet - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: The ‘mother of all credit squeezes’ is coming — hang on to your wallet

In his latest MarketWatch column, R360 Managing Partner Charlie Garcia warns that the “mother of all credit squeezes” isn’t on the horizon…it’s already here.

MarketWatch

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Managing Partner

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5.24.25

Forbes: ‘Ticking Time Bomb’—$40 Trillion ‘Big Print’ Fed Fears Spark Wild Bitcoin Price Predictions - R360's Thought Leadership Blog, Press Releases & News

In the News

Forbes: ‘Ticking Time Bomb’—$40 Trillion ‘Big Print’ Fed Fears Spark Wild Bitcoin Price Predictions

Volatile but satisfying,” R360's Charlie Garcia points to the Fed’s impact on gold, scarce assets, and bitcoin—an asset favored by R360 members—in Forbes recent article.

Forbes

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Managing Partner

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5.22.25

MarketWatch: America just imported a mountain of gold. Here’s why that should scare you - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: America just imported a mountain of gold. Here’s why that should scare you.

R360 members don’t just watch market trends — they pay attention to what the world’s most powerful players are doing behind the scenes.

MarketWatch

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Managing Partner

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5.15.25

Office Hours with David Meltzer: R360 Managing Partner Charlie Garcia - R360's Thought Leadership Blog, Press Releases & News

In the News

Office Hours with David Meltzer: R360 Managing Partner Charlie Garcia

R360 Managing Partner Charlie Garcia shares how R360 members are redefining wealth—not just in financial terms, but through purpose, legacy, and impact.

Office Hours with David Meltzer

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Managing Partner

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5.12.25

MarketWatch: Here’s the real reason Berkshire Hathaway holds almost $350 billion in cash right now — R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Here’s the real reason Berkshire Hathaway holds almost $350 billion in cash right now

What does Warren Buffet see that the rest of us don’t? R360 Managing Partner Charlie Garcia unpacks why Berkshire Hathaway is sitting on $300+ billion, and what Warren Buffett’s legendary patience says about the current state of the market.

MarketWatch

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Managing Partner

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5.8.25

CNBC: Warren Buffet Passes the Torch - R360's Thought Leadership Blog, Press Releases & News

In the News

CNBC: Warren Buffet Passes the Torch

Barbara Goodstein sat down with CNBC's Kelly Evans to discuss how R360 members are feeling about Warren Buffett’s succession plan. 

CNBC

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Managing Partner

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5.6.25

MarketWatch: This safe-haven investment is cheap now — especially if the Fed cuts rates - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: This safe-haven investment is cheap now — especially if the Fed cuts rates

The economy isn’t coasting, it’s wheezing. As first-quarter GDP numbers come in soft and inflation stays stubborn, investors are scrambling for real safe havens.

MarketWatch

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Managing Partner

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4.29.25

Bloomberg: R360 Managing Partner Barbara Goodstein Discusses the Impact of Tariffs - R360's Thought Leadership Blog, Press Releases & News

In the News

Bloomberg: R360 Managing Partner Barbara Goodstein Discusses the Impact of Tariffs

R360's Managing Partner Barbara Goodstein told Bloomberg about our community of centimillionaires and their families dedicated to creating extraordinary legacies.

Bloomberg

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Managing Partner

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4.24.25

MarketWatch: The Treasury market is tipping its hand. Stock investors aren’t seeing it. — R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: The Treasury market is tipping its hand. Stock investors aren’t seeing it.

When bond markets panic, it pays to pay attention. In his latest MarketWatch piece, R360 Managing Partner Charlie Garcia breaks down why the U.S. Treasury market is flashing warning signs — and what that means for investors.

MarketWatch

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Managing Partner

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4.17.25

Family Wealth Report: Protecting Wealth, Achieving Positive Change – In Conversation With R360 – R360's Thought Leader, Blog, Press Releases & News

In the News

Family Wealth Report: Protecting Wealth, Achieving Positive Change – In Conversation With R360

Charlie Garcia discusses how R360 members are investing cautiously while using their wealth to drive meaningful impact.

Family Wealth Report

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Managing Partner

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4.17.25

 Introducing the R360 Health, Wealth, and Happiness Assessment - R360's Thought Leadership Blog, Press Releases & News

Press Release

Introducing the R360 Health, Wealth, and Happiness Assessment

At R360, financial success is one dimension of success—but lasting fulfillment requires more.

R360 Staff

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Managing Partner

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4.16.25

CBNC: Goodstein – Every crisis presents opportunity - R360's Thought Leadership Blog, Press Releases & New

In the News

CBNC: Goodstein – Every crisis presents opportunity

"Every Crisis Presents Opportunity," said R360 Managing Partner Barbara Goodstein on CNBC’s Worldwide Exchange about the current wild stock market ride.

CNBC

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Managing Partner

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4.10.25

MarketWatch: Trump’s tariffs won’t make America stronger. But they could make it irrelevant - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Trump’s tariffs won’t make America stronger. But they could make it irrelevant.

"America First” sounds bold — until the rest of the world decides to go it alone. In his latest piece for MarketWatch, R360 Managing Partner Charlie Garcia warns about unilateral policies.

MarketWatch

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Managing Partner

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4.8.25

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