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Insights

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: Warren Buffett’s bet on BYD keeps paying off as Tesla car sales plunge - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Warren Buffett’s bet on BYD keeps paying off as Tesla car sales plunge

Warren Buffett doesn’t gamble, he invests. And his bet on a little-known Chinese battery maker turned out to be electric, says R360 Managing Partner Charlie Garcia in his new article for MarketWatch.

MarketWatch

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Managing Partner

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4.2.25

MarketWatch: Forget trade wars and tariffs. This is the real threat to your money - R360's Thought Leadership Blog, Press Releases & News

Charlie's Column

MarketWatch: Forget trade wars and tariffs. This is the real threat to your money.

Tariffs might sound like the Death Star right now, but we will weather the storm, says R360 Managing Partner, Charlie Garcia.

Marketwatch

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Managing Partner

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4.1.25

Raising Wealth Architects: Preparing Your Children for Future Success - R360's Thought Leadership Blog, Press Releases & News

Thought Leadership

Raising Wealth Architects: Preparing Your Children for Future Success

Financial literacy is a crucial life skill, but the stakes are even higher when inheriting or managing substantial family wealth. Wealth brings opportunities, but it also comes with responsibilities that require preparation, knowledge, and a thoughtful approach.

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Managing Partner

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3.17.25

Fortune: Tariffs are causing a market meltdown—but some in the wealthy 1% see a chance to cash in

In the News

Fortune: Tariffs are causing a market meltdown—but some in the wealthy 1% see a chance to cash in

R360 Managing Partner Charlie Garcia shares insights with Fortune on how R360 members are navigating market volatility, from shifting tariff policies to the defense sector and bitcoin. He highlights how members are treating economic uncertainty as a strategic inflection point—recalibrating their approaches and identifying new opportunities amid the turbulence.

Fortune

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Managing Partner

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3.13.25

In the News

CNBC Inside Wealth: Family Offices Rattled by Market Swings and Tariffs

CNBC Inside Wealth

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Managing Partner

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3.6.25

Press Release

Wealth Beyond the Balance Sheet: R360 Introduces Assessment for Centimillionaire Candidates

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Managing Partner

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3.6.25

CEO Podcast: Inside R360 - The Exclusive Network Of Ultra-Successful Leaders - R360's Thought Leadership Blog, Press Releases & News

In the News

CEO Podcast: Inside R360 - The Exclusive Network Of Ultra-Successful Leaders

R360 Managing Partner Charlie Garcia sat down with Clint Betts at CEOdotcom for a powerful conversation about leadership, impact, and the unique programming that sets R360 apart.

CEO Podcast

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Managing Partner

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2.25.25

Maximizing Your Greatest Asset After a Liquidity Event - R360's Thought Leadership Blog, Press Releases & News

Thought Leadership

Maximizing Your Greatest Asset After a Liquidity Event

Selling a business is a monumental achievement — time is now your most valuable asset, and how you decide to use it is part of the foundation for creating a meaningful and fulfilling next chapter.

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Managing Partner

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1.10.25

Worldwide Exchange: R360 Managing Partner Barbara Goodstein shares key themes from latest Market Opportunities Meeting - R360's Thought Leadership Blog, Press Releases & News

In the News

Worldwide Exchange: R360 Managing Partner Barbara Goodstein shares key themes from latest Market Opportunities Meeting

Barbara Goodstein discusses the future of Bitcoin, Berkshire Hathaway, and the wealth strategies R360 members are following in 2025.

CNBC Worldwide Exchange

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Managing Partner

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12.31.24

Bloomberg: Ultra-Wealthy Were Bulletproofing Homes Even Before CEO Murder - R360's Thought Leadership Blog, Press Releases & News

In the News

Bloomberg: Ultra-Wealthy Were Bulletproofing Homes Even Before CEO Murder

Home-protection services have increased dramatically in the wake of the United Healthcare CEO’s tragic shooting, according to this Bloomberg article.

Bloomberg

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Managing Partner

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12.16.24

Business Insider: What a small group of America's centimillionaires believe about bitcoin and its political future - R360's Thought Leadership Blog, Press Releases & News

In the News

Business Insider: What a small group of America's centimillionaires believe about bitcoin and its political future

R360 Global has shifted from skepticism to support for Bitcoin among its wealthy members, with many now seeing it as a scarce asset with potential like real estate.

Business Insider

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Managing Partner

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12.12.24

Business Insider: I run a group for individuals worth at least $100 million. - R360's Thought Leadership Blog, Press Releases & News

In the News

Business Insider: I run a group for individuals worth at least $100 million.

"The new approach to wealth: Not waiting until you die to hand it over to your kids.” R360's Barbara Goodstein shares in Business Insider how $100M+ net worth families approach raising children who have strong values and understand the meaning of wealth.

Business Insider

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Managing Partner

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11.25.24

R360 Hosts Exclusive Evenings with Esteemed Thought Leaders at New York's 92nd Street Y - R360's Thought Leadership Blog, Press Releases & News

Press Release

R360 Hosts Exclusive Evenings with Esteemed Thought Leaders at New York's 92nd Street Y

R360 members were treated to an exclusive dialogue with Congresswoman Nancy Pelosi, reflecting on her historic tenure as Speaker of the House and her lifelong advocacy for justice and human rights.

R360 Staff

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Managing Partner

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11.19.24

CNBC: Goodstein – Bitcoin could become the next strategic reserve asset - R360's Thought Leadership Blog, Press Releases & News

In the News

CNBC: Goodstein – Bitcoin could become the next strategic reserve asset

R360 Managing Partner Barbara Goodstein joins CNBC to discuss Bitcoin and private equity.

CNBC

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Managing Partner

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11.11.24

CNBC: R360 Managing Partner Barbara Goodstein discusses Berkshire Hathaway's $300B cash position - R360's Thought Leadership Blog, Press Releases & News

In the News

CNBC: R360's Barbara Goodstein discusses Berkshire Hathaway's $300B position

R360 Managing Partner Barbara Goodstein appears on CNBC's Worldwide Exchange

CNBC World Exchange

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Managing Partner

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11.4.24

The Watch List: R360 Managing Partner Barbara Goodstein discusses the ways R360 members invest - R360's Thought Leadership Blog, Press Releases & News

In the News

The Watch List: R360 Managing Partner Barbara Goodstein discusses the ways R360 members invest

R360 Managing Partner Barbara Goodstein joined Nicole Petallides at the NYSE on The Watch List to discuss the ways R360 members invest, and how purpose, passion, and legacy influence investment decisions.

The Watch List

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Managing Partner

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10.21.24

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

In the News

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

R360 Managing Partner Barbara Goodstein featured in the Financial Times.

Financial Times

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Managing Partner

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10.13.24

Family Business: Beyond the exit: How to thrive after selling your business - R360's Thought Leadership Blog, Press Releases & News

In the News

Family Business: Beyond the exit: How to thrive after selling your business

Family Business Magazine

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Managing Partner

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10.7.24

How to Live Your Purpose Every Day - R360's Thought Leadership Blog, Press Releases & News

Thought Leadership

How to Live Your Purpose Every Day

"What's next on my horizon?" It’s a question our members ask time and again.

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Managing Partner

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10.3.24

Fox Business: Barbara Goodstein Discusses Bitcoin's disruptive potential in banking - R360's Thought Leadership Blog, Press Releases & News

In the News

Fox Business: Barbara Goodstein Discusses Bitcoin's disruptive potential in banking

R360 Managing Partner, Barbara Goodstein, discusses Bitcoin's disruptive potential in banking.

Fox Business

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Managing Partner

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10.2.24

R360 Women’s Event 2024: A Gathering of Inspiration and Impact – R360's Thought Leadership Blog, Press Releases & News

Event Recap

R360 Women’s Event 2024: A Gathering of Inspiration and Impact

The women of R360 gathered recently for an unforgettable experience in the heart of New York City.

R360 Staff

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Managing Partner

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9.27.24

CNBC World: R360's unique approach to wealth management - R360's Thought Leadership Blog, Press Releases & News

In the News

CNBC World: R360's unique approach to wealth management

R360 Managing Partner, Barbara Goodstein, shared exclusive insights on CNBC International about R360's unique approach to wealth management for long-term impact.

CNBC World

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Managing Partner

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9.26.24

Innovation and Leadership: Military Intelligence to $2B Finance Empire | R360 Managing Partner Charlie Garcia — R360's Thought Leadership, Blog, Press Releases & News

In the News

Innovation and Leadership: Military Intelligence to $2B Finance Empire | R360 Managing Partner Charlie Garcia

R360 Managing Partner Charlie Garcia featured on the Innovation and Leadership Podcast

Innovation and Leadership Podcast

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Managing Partner

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9.3.24

R360’s Evening in the Hamptons - R360's Thought Leadership Blog, Press Releases & News

Event Recap

R360’s Evening in the Hamptons

The picturesque Wölffer Estate Vineyard in Sagaponack, New York, was the setting recently for an intimate evening of fine wine and engaging conversation hosted by R360 and Brown Brothers Harriman.

R360 Staff

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Managing Partner

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8.23.24

Resolving Family Conflicts in Business Succession: A Five-Step Guide - R360's Thought Leadership Blog, Press Releases & News

Thought Leadership

Resolving Family Conflicts in Business Succession: A Five-Step Guide

Passing on a family business is about more than just transferring assets and money; it's about preserving the legacy you have worked throughout your life to build.

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Managing Partner

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8.22.24

R360 2024 Aspen Wellness Retreat - R360's Thought Leadership Blog, Press Releases & News

Event Recap

R360 2024 Aspen Wellness Retreat

Aspen, Colorado's majestic landscape provided the perfect backdrop for R360’s 1st Annual Health, Wellness & Longevity Wellness Retreat.

R360 Staff

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Managing Partner

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8.15.24

The Business Journals: In Her Own Words: Dad’s skepticism propels Barb Goodstein’s career - R360's Thought Leadership Blog, Press Releases & News

In the News

The Business Journals: In Her Own Words: Dad’s skepticism propels Barb Goodstein’s career

R360 Managing Partner Barbara Goodstein Featured in The Business Journals

The Business Journals

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Managing Partner

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8.6.24

In the News

What Berkshire’s Recent Portfolio Moves Signal About the Broader Markets

R360 Managing Partner joins CNBC to discuss Berkshire Hathaway's recent portfolio moves.

CNBC

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Managing Partner

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8.5.24

The Global Billionaire: R360 Global /Redefining Wealth and Legacy - R360's Thought Leadership Blog, Press Releases & News

In the News

The Global Billionaire: R360 Global /Redefining Wealth and Legacy

Hailed as the world's most exclusive private members club in Global Billionaire Magazine, R360 was celebrated for our values-driven community and holistic approach.

The Global Billionaire

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Managing Partner

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7.31.24

Living Well and Doing Good - R360's Thought Leadership Blog, Press Releases & News

Event Recap

Living Well and Doing Good: Inspiring Impact and Connection for Ultra-High-Net-Worth Families

R360 has just wrapped up our groundbreaking inaugural "R360 Living Well, Doing Good" member summit in San Diego.

R360 Staff

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Managing Partner

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7.31.24

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