R360 founder Charlie Garcia recently spoke to Family Wealth Report about how the group’s ultra-high-net-worth members are taking a cautious, long-term investment approach amid economic uncertainty—favoring sectors like AI, energy, and defense. He also emphasized R360’s mission to channel member wealth and expertise toward solving global challenges through values-driven community, legacy planning, and deep peer engagement.
In the News · Family Wealth Report
Family Wealth Report: Protecting Wealth, Achieving Positive Change – In Conversation With R360
April 16, 2025
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Charlie Garcia discusses how R360 members are investing cautiously while using their wealth to drive meaningful impact.
Originally featured on Family Wealth Report.