Founded in 2020, R360 is a by-invitation brain trust of exceptional, ultra-high-net-worth investors who want to have fun, make money, raise happy, socially responsible children, and pass on their wealth to their families and cherished causes without friction or drama. We accomplish these goals by Increasing wealth across six forms of capital: financial, intellectual, social, human, emotional and spiritual.
Exclusive travel and retreats.
Meetings with world-renowned speakers and industry leaders.
Access to high-value investment opportunities with venture capitalists, fund managers, and entrepreneurs in emerging technologies.
Collaborative forums for portfolio review and personal growth.
Preferential pricing on best-in-class tools for investment aggregation, research, and evaluation.
Membership benefits extend to the whole family, guaranteeing spouses, children, and grandchildren access to offerings including educational programs, bespoke travel, and peer-to-peer support groups for Rising Leaders (ages 21-45). R360 also offers dedicated programming led by women, for women.
As an organization, R360 is committed to providing members with the following:
Every R360 meeting and event is a solicitation-free space. R360 has zero tolerance for solicitation, even when it originates from within its membership. Violations will result in forfeiture of membership.
Details regarding membership or individual members are never shared. R360 protects internal communications with industry-leading cybersecurity and data privacy practices.
R360’s internal organization is structured to act as a bias-free catalyst for member success, never as a stakeholder in any particular venture. Our revenue comes entirely from membership fees.
R360 creates unique experiences for each of our members in accordance with their unique path, pace, and purpose.
To embrace adventure, learning new things, and new people.
Our members freely share their time, thoughts, and compassion. A magnanimous outlook is fundamental to our mission and a prerequisite for any member.
To support others with one's time, wisdom, and resources.
Our members freely share their time, thoughts, and compassion with one another. A magnanimous outlook is fundamental to our mission and a prerequisite for any member.
To lift others, and oneself, with deep gratitude for the world and its blessings.
While everyone In the R360 membership undertakes different paths and pursuits, one constant is that we know how to have a good time when we gather. We acknowledge that life is short and cherish time spent with great people. We never forget to “Be.Go.Do.”
Our culture makes R360 a venue that allows for deep authenticity and vulnerability. Our members can speak openly about challenges they cannot discuss elsewhere, knowing their peers share the same expectations, experiences, and values. This culture Is the essence of the R360 Oasis.
R360 brings best-in-class leadership from the wealth management and peer-to-peer sectors.
Charlie’s life purpose is to inspire and connect others to achieve extraordinary things.
After attending the U.S. Air Force Academy, Charlie served five years as an intelligence officer before being appointed to the prestigious White House Fellows program. After earning an MPA from the University of Oklahoma and a J.D. from Columbia Law School, Charlie founded and later sold Sterling Financial, an investment bank and wealth management firm with sixty offices in eight countries (the international operations are now a part of UBS).
He has worked under five U.S. Presidents from both parties. President Barack Obama appointed him to chair a board consisting of four U.S. Senators, four Congressmen, and seven presidential appointments to oversee all operations at the Air Force Academy. He was awarded the Distinguished Public Service Medal by the Secretary of the Air Force, who credited him with leading “a historic transformation.” He also served four years on the seven-member Florida State Board of Education, where he oversaw the state’s $15 billion budget and drew up the blueprint for dramatic, sustained improvement in literacy and graduation rates for Hispanic students.
Charlie funnels his passion for people, education, and empowerment through board and chair service at nonprofits, like Junior Achievement USA, 3DE Schools, the Girl Scouts of America, and peer-membership groups, like YPO and TIGER 21, where he was twice named “Chair of the Year.” He has written two bestselling books on leadership, A Message from Garcia and Leadership Lessons of the White House Fellows. Charlie’s many academic achievements include a 2019 Fellowship at Harvard’s Advanced Leadership Initiative and his appointment as a lecturer at MIT’s Israel Lab at the Sloan School of Management MBA program.
Charlie sees R360 as the ideal platform for his passion and purpose: finding ways to connect highly talented individuals and their families to the people, resources, and experiences that create tremendous value for themselves and the planet.
Michael Cole has helped thousands of families integrate the management of their wealth with its impact, blending strategic and tactical planning that preserves both financial resources and family harmony, resulting in multi-generational success.
At just 35 years old, Michael was named President of Merrill Lynch Trust. He then created the ultra-high-net-worth platform Abbot Downing at Wells Fargo and the multi-family office Ascent Private Capital Management at U.S. Bank.
Most recently, he was CEO at Cresset, a wealth management firm where he built client assets from $2 billion to $10 billion in less than two years.
In each endeavor, Michael pushed the industry in new directions better aligned with his clients' changing needs and desires. His experience inspired him to write the bestselling and critically acclaimed book, More Than Money, A Guide to Sustaining Wealth and Preserving the Family.
R360 is the logical progression in Michael’s work and the ideal opportunity to marry his professional philosophy and personal aspirations: helping people with significant resources do great things so that they and he can better the world today and for generations to come.
Barbara Goodstein is a veteran CEO, entrepreneur, and corporate board member. She graduated from Brown University with a B.A. in English and earned her M.B.A. at Columbia University. Her career includes extensive experience in banking, brokerage, and FinTech. Barbara earned her Series 7, 24, and 63 licenses. Colleagues describe her as a collaborative, courageous executive who can assess competitive business landscapes and emerging market opportunities and turn them into business opportunities.
Barbara spent much of her career creating and delivering products and services for the ultra-high-net-worth market. She developed Personal Financial Services at JPMorgan Chase, served as the CEO of Instinet.com, an online retail brokerage for high-end traders, and was the Chief Innovation and Chief Marketing Officer at AXA Equitable. Barbara served as President and CEO of TIGER21, the premier learning community for investors with average assets of $100M. She doubled membership over the course of 2.5 years and started the company’s international expansion. She achieved profitability for the first time in TIGER21’s 17-year history.
In 2012, Barbara was named to the board of directors for Manning & Napier, an NYSE investment management firm, where she successfully managed the search for a CEO. Barbara was a director at Kush Bottles, Inc., a leading provider of packaging, supplies, accessories, and branding solutions from 2017-2021. She also serves on the advisory board of Inner Fifth, a network for female entrepreneurs.
Barbara was named one of US Banker’s Top 25 Women in Finance and participated in Fortune’s Most Powerful Women Summit. She is committed to mentoring and advancing the careers of fellow women and has delivered groundbreaking events and programming for women in every institution she’s worked in.
Barbara leveraged her corporate experience to generate attention for God’s Love We Deliver, a nonprofit that provides meals to homebound individuals in the New York area. She is currently dedicating her time to exposing and redressing the inequities of guardianship for people who can’t defend themselves.
R360 is the perfect platform to leverage Barbara’s experience delivering products and services to extraordinarily successful people while elevating and supporting women and shining a light on people who are left behind or forgotten.
The best-known form of capital, Financial Capital includes a family’s cash, bonds, public and private securities, real estate holdings, commodities, and other assets.
Intellectual Capital consists of knowledge (e.g., artistic, cultural, professional, political) as well as a family’s means of acquiring it, such as their cognitive habits and learning style.
Social Capital describes a family’s role within its local community, broader society, and the world. It also includes the nature and strength of that family’s relationships with one another.
Human Capital refers to the overall strength and wellbeing of one’s family: its members’ leadership potential; opportunities; and awareness of and commitment to personal purpose.
Emotional Capital measures a family’s collective capacity to moderate emotion, embrace challenge and risk, resolve conflict constructively, assume responsibility for actions, and approach each day as a welcome adventure.
Spiritual Capital is a measure of progress in each family’s search for meaning and purpose in life. Distinct from religious belief (though faith may contribute to Spiritual Capital), Spiritual Capital facilitates the development and articulation of life purpose consistent with a family’s values and aspirations.
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© R360 Global 2021