Perspectives
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The Dallas Morning News: More ultra-high-net-worth families are setting up family offices than ever before
Family offices give ultra-high-net-worth families access to exclusive private investment opportunities through trusted relationships.
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The Dallas Morning News: More ultra-high-net-worth families are setting up family offices than ever before
Family offices give ultra-high-net-worth families access to exclusive private investment opportunities through trusted relationships.
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Business Insider: The California billionaire tax is headed to the ballot. The ultrawealthy are bracing for what comes next.
California built one of the most concentrated wealth ecosystems in the world. A ballot measure this November could change that.
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How to Start a Legacy Conversation with Your Kids
Preparing the next generation for wealth begins with ongoing conversations about purpose, values, and stewardship, not money, so they can confidently carry the family's legacy forward.
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"Teach First, Sell Last" | How One Niche Built a $4B Firm | James Bogart
Most people think the hard part is making the money. The ones who actually make it learn the hard part comes after — when the constraint stops being dollars and starts being time, meaning, and who you are without the title. And the quiet truth underneath it: the single mistake costing ordinary peopl
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CNBC: R360's Barbara Goodstein shares key insights into how UNHW individuals are approaching the current market environment.
R360 Founding Partner Barbara Goodstein recently appeared on CNBC's Squawk Box Europe, sharing key insights into how ultra-high-net-worth individuals are approaching the current market environment.
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SpaceX workers just hit the jackpot. Now comes the hard part.
The SpaceX IPO will mint hundreds of new centimillionaires overnight. Business Insider asked what they should do next. Michael Cole, co-founder of R360, had a simple answer: slow down to speed up.
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The PhD Who Sold for $15M at 35 — Then Built Something He'd Never Sell | Dr. Phil Radford
Dr. Phil Radford sold his first company at 35 and walked away with $15 million. The first week on the beach was paradise. By the second week he was watching his phone — stocks up, he's happy; stocks down, he's sad — and he knew this would not be his life. Most founders chase the exit. Phil Radford t
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"An Advil Almost Ended Me — Then I Found My WHY" | The WHY Operating System | Dr. Gary Sanchez
Dr. Gary Sanchez, 32-year-old dentist, took two Advil for a hangover. One didn't dissolve, burned through an artery, and he lost half his blood waiting 11 hours in an ER. Two doctors told him he'd die either way. Then his phone rang — and a single call changed his life. Most self-knowledge advice te
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Wall Street Journal Magazine: The Exclusive Retreat Where Wealthy Kids Learn How Not to Blow an Inheritance
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Surviving the Odds & Reinventing the Orthodontic Industry | Dr. Jason Gladwell
Dr. Jason Gladwell mailed Glock 19 handguns to a gun-club list as a promotional offer for clear aligners. CNN ran it. Invisalign pulled him off their site. His own PE group scrubbed him. The schedule sold out anyway — and the gun store had its best month ever. The stunt is the hook. The operator und
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Soldier of the Year, Space Force Tech & the Future of Venture | Chris Shonk
Chris Shonk has lived four lives most people would not survive. One of eight children, Army Special Operations Soldier of the Year, Merrill Lynch analyst, private equity founder, pawn shop operator, public-company builder, and now venture investor in AI, space, and defense. The contrarian lesson is
"Your Legacy Isn't Your Money" | Behind R360's Most Iconic Documentary Storyteller | Silvia Costa
Silvia Costa has sat in the living rooms of 31 ultra-high-net-worth families — worth an average of $600M — and asked them one question no financial advisor ever will: "What do you want to tell the great-grandchildren you'll never meet?" What comes out is not investment philosophy. It's something far
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CNBC: Succession isn’t a single event, it’s a long-term strategy.
R360 NYC Chapter Chair Barbara Goodstein joined CNBC’s Morning Call to discuss Berkshire Hathaway’s leadership transition, emphasizing that it’s not just about who’s next, but how the transition is executed. Discipline, patience, and long-term alignment remain the core principles guiding Greg Abel’s approach and defining enduring organizations, especially with Buffet still in the building.
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14 Years on the Equities Desk: The Truth About Big Money Trading | Luis d'Amato
Most advice on wealth is written by people who've never traded through hyperinflation, been on a trading floor on 9/11, or built a firm after being legally barred from their industry for eight years. This conversation is different. Luis D'Amato spent 20 years inside Hedging Griffo — Brazil's legenda
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MarketWatch: Google just sucker-punched these highflying tech stocks
Google’s TurboQuant may have just cracked the AI memory-chip trade by making far less hardware necessary.
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Beyond the First $100M: FAQs on Navigating the UHNW Landscape
How UHNW individuals move from building wealth to managing legacy, privacy, and purpose, with peer communities like R360 offering guidance.
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CNBC: How wealthy investors are navigating the markets after the S&P 500′s worst month in a year
How UHNW investors approach market pullbacks with patience, holding liquidity, rebalancing, and staying ready to act when opportunities appear.
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Built a Global Retail Empire at 21, Then Sold It for 8 Figures | Anthony Ng Monica
Anthony Ng Monica from London refused to fail in both business and life. He built a company called Swogo with no co-founders, no venture capital, and no connections. Then sold it for eight figures, all cash. Anthony did it by understanding something most founders never figure out: enterprise sales i
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Fox Business: Barbara Goodstein discuss opportunities in energy and defense stock
Barbara Goodstein, Founding Partner at R360, joined Fox News to share how R360 members are navigating rising rates and geopolitical uncertainty.
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"Can Kindness Stop a War?" The Science Behind Humanity's Most Ignored Superpower | Jaclyn Lindsey
Most people in the room with $600M in average net worth don't want to hear about kindness. Until they see the data. Jaclyn Lindsey — co-founder and CEO of Kindness.org — walks into those rooms and flips the assumption. The science wins every time. Jaclyn built a 10-year research organization with an
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CNBC: Goodstein “We pivot when it’s the right time to pivot.”
R360’s Barbara Goodstein joined CNBC International to discuss heightened scrutiny in private credit and why many high-net-worth investors are shifting toward areas such as gold, silver, and defense stocks.
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Lost $20M in 20 Minutes. Slept in My Car. Built $500M | Damion Lupo
In 2005, Damion's grandmother sent him a letter that read: " Damion, you should stay single. You're too much of a selfish ass hole. You should not be with anybody." Three years later, the universe delivered a harsher message: he lost $20 million in 20 minutes, slept in his car, and was $5 million in
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The Wall Street Journal: The Mega-Rich Are Turning Their Mansions Into Impenetrable Fortresses
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"True wealth is about more than just money.” An inside look at arguably one of the most exclusive private members clubs on the planet, R360 Global.
What does “wealth” really mean once financial success is no longer the central challenge? In a recent Canadian Family Offices feature, Thane Stenner, founder of Stenner Wealth Partners+ at CG Wealth Management, shares a perspective shaped by years of advising some of Canada’s most accomplished entrepreneurs and ultra-high-net-worth families.
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The Wealth Advisor Red Flags No One Tells You | Will Finnerty
Will Finnerty teaches a simple three bucket wealth system built on trust and stewardship, not products.
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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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"Saturdays Didn't Exist for 5 Years" - $1,700 to $1B Exit Framework | Sofia Castro
She was 19, pregnant, and on government assistance. He was 22 with no car, no diploma, and three failed businesses. Her mother pulled $1,700 from her bra and made them promise not to waste it. Thirty-five years later - billion-dollar exit, 2,800 rental doors, 100-year family legacy in motion. The Fo
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Harvard's Best on AI, Space Investment, and the Search for Technological Markers | Avi Loeb - Part 2
A Harvard department chair told Avi Loeb the job would consume 90% of his time. He did it in 20%—while holding two other leadership positions simultaneously. The difference wasn't talent. It was architecture. Loeb doesn't play by academia's rules. Tenure in three years. Founding director of Harvard'
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The Wall Street Journal: Gen X and Millennials Will Inherit Trillions in Real Estate Over the Next Decade
Gen X and Millennials are set to inherit trillions in real estate over the next decade, but the real story isn’t just about assets. It’s about preparation.
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NASA Just Pushed a Narrative, This Is Not The Way Science Is Done | Avi Loeb Part 1
Scientists spent $90 million over a decade searching for a "ghost particle" that doesn't exist. Nobody called it "nonsense on stilts." But when Avi Loeb, Harvard professor of science, Former Chair of Harvard's Department of Astronomy, and Best Selling Author of 9 books, wrote one sentence suggesting
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Business Insider: The billionaire's social calendar for 2026
For many ultra-high-net-worth families, the defining gathering of the upcoming summer isn’t going to be a destination like the Hamptons or taking a yacht cruise—it’s an event.
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MarketWatch: The ‘Trump doctrine’ demands the U.S. get a better deal — and it’s paying dividends
Trump's transactional approach to U.S. power is reshaping global markets—and investors need to pay attention.
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The Global Billionaire: $100 billion. Three generations. Gone.
Why one of America’s greatest fortunes didn’t disappear because of bad investing, but because of entropy.
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CNBC: After Buffett: Greg Abel’s Berkshire test, says R360’s Barbara Goodstein
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"We Don't Hire From Resumes—We Mine For Sparkle" | Valerie Jensen, Part 2
Most people see 80% unemployment among adults with disabilities and think "charity opportunity." Wrong. It's the largest untapped labor market in America—and the accommodations often cost under $250. Valerie Jensen built movie theaters and farms entirely staffed by people with autism. Not as social
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"80% Unemployment Is Just Lazy Thinking" | Valerie Jensen Part 1
Former second-grade teacher stops wrecking ball, builds theater employing 300+ people with disabilities, pays out $37M in wages, pivots entire workforce to maple syrup farm during COVID, attracts Ryan Reynolds, becomes top-grossing 4-screen theater in America. This isn't charity. This is execution.
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Schwab Network: ‘Very Wealthy’ Clients Looking to Bitcoin for Long-Term
“It is not for the faint of heart, but it is a powerful long term investment.” That is what R360’s New York Chapter Chair Barbara Goodstein, shared with Nicole Petallides during a conversation
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Centimillionaire Network: R360 Launches First D.C. Metro-Based Chapter
R360 is bringing its family first community to the D.C. Metro region with a new chapter for leaders who want to grow, connect, and build a lasting legacy.
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Washington Business Journal: R360, a club for centimillionaires, opens D.C.-area chapter
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CNBC Inside Wealth: The exclusive WhatsApp chats where family offices vet deals, plan meetups and sell dinosaur bones
WhatsApp has become the fast moving communication hub for many family offices, enabling rapid deal flow and real time coordination despite the security
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Beyond Financial Wealth: The 6 Essential Forms of Capital Every UHNW Family Needs to Master
Real wealth isn't just about the numbers in your portfolio. It's a holistic ecosystem of resources that, when cultivated intentionally, creates the kind of legacy that enriches not just your family, but entire communities for generations to come.
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10 Questions Every Wealth Creator Should Ask Themselves in 2026
Even at the highest levels of success, the most important questions are rarely financial. They’re personal. They’re generational. They’re about what gives your life meaning and how your choices shape who you are and the people you love most.
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Two Marathons a Day Across the Sahara Desert | Charlie Engle - Part 1
Charlie Engle shows that real resilience comes not from pushing harder but from channeling obsession into deliberate discomfort and taking life one hard mile at a time, a mindset that carried him across the Sahara, through addiction, and even beyond federal prison.
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I Ran 135 miles in 2 Days While In Prison | Charlie Engle
Charlie Engle turned 21 months in federal prison into a service mission that transformed his life and the lives of dozens of inmates, proving that consistency, purpose, and attraction over promotion create real impact long after running across the Sahara.
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Crain Currency: Family offices embrace new ways to give
As we enter the season of giving, America’s wealthiest families aren’t just writing checks—they’re redefining philanthropy.
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MarketWatch: Here’s what bitcoin and U.S. Treasurys have in common right now
Charlie answers reader questions on bitcoin and U.S. Treasurys, urging calm, long-term thinking, small bitcoin exposure, and focus on wealth protection.
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If They Only Manage Money, Fire Them | James Bogart - Part 2
James Bogart scaled a $100M+ advisory by giving away expert guidance for free, using digital education to create a compounding flywheel that attracts ideal clients through trust, tax strategy, and behavioral accountability rather than traditional sales.
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MarketWatch: Bitcoin isn’t crashing, it’s maturing.
In his latest Street Sense column for MarketWatch R360’s Charlie Garcia explains that bitcoin isn’t in trouble.
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Create Value, You'll Never Have to Sell | James Bogart - Part 1
James Bogart scaled from $600M to $3B by mastering one retirement niche, giving the expertise away for free
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Show Your Value with Lee Benson: Top Secret Fixer Charlie Garcia
Charlie reflects the R360 philosophy: building a legacy of purpose and impact that goes far beyond wealth.
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MarketWatch: Smart Money Backs the Teams Fixing AI’s Real Problems
The US chases AI gods that write poetry but can’t count, while China builds factories powered by “good enough” AI. The future belongs to what works.
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50% Growth Every Year. Don Wenner's Elite System | Don Wenner
Don Wenner explains how the Flywheel and 20 Mile March principles became the foundation of DLP Capital’s long term consistent growth.
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Top Expert Dana Herrera on New Medicines of the Future | Dana Herrera
Herrera and Garcia explore stem cells, psychedelics, and the soul of healing.
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Life After the Exit: What No One Tells You About Selling Your Business
Selling your business is not the finish line—it’s a new journey of purpose, identity, and meaning beyond success.
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MarketWatch: How this Middle East oil giant got a nuclear big brother — and why your portfolio will feel the heat
Saudi-Pakistan deal makes China the Middle East’s new power broker
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MarketWatch: How this Wall Street skeptic built a powerful portfolio to combat a weaker dollar and higher inflation
Charlie Garcia makes the case for precious metals, crypto and cash
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The New York Times: Your Wealthiest Friend Has a Private Concierge
Luxury keeps evolving, from private jets to private concierges who handle every detail with effortless precision. As Brent Crane writes in The New York Times' piece “Your Wealthiest Friend Has a Private Concierge,” personalization has become the new definition of luxury.
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Why Legacy Is More Than Money: Preserve Your Family Story
Legacy films preserve stories, values, and lessons that money alone cannot; capturing voices and memories ensures meaning is passed through generations.
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Humanoid Robots, AI, and What’s Next for Humanity | Will Summerlin
AI is here: Garcia and Summerlin explore jobs, ethics, and humanity’s future.
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MarketWatch: People push Bitcoin on me, but it crashes. What am I missing?
Charlie Garica on why the preparation, not panic, is key when it comes to the dollar's rebound.
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MarketWatch: When Wall Street Giants Say Buy Gold, Silver, and Bitcoin, Pay Attention
In his latest Street Sense column for MarketWatch, R360's Charlie Garcia cuts through the noise: Washington’s $37 trillion debt means “financial repression” is here—a rigged game where savers lose purchasing power while governments quietly inflate debt away.
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Conflict Resolution Expert Reveals the Secrets to Real Connection | Dr. David Baum
Host Charlie Garcia speaks with Dr. David Baum, a conflict mediator who went from fire-eating to guiding dialogues from Rwanda to Fortune 500 boardrooms.
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MarketWatch: And now for Washington’s next trick — sawing the dollar’s value in half
Managing Partner Charlie Garcia warns investors about the seductive “bargain” of long-dated Treasury bonds. On the surface, 2055 zero-coupon bonds look cheap, down more than 60% from their highs.
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MarketWatch: Gold’s breakout moment is terrible for your 401(k). Here’s what you can do about it.
In his latest Street Sense column for MarketWatch, R360 Managing Partner Charlie Garcia explains why global bankers are ditching dollars for metal, what de-dollarization really means, and why your 401(k) could feel the fallout.
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Harvard Physicist Turned Wall Street Wizard | Vineer Bhansali
Vineer Bhansali’s rise from a railworker’s kid to Harvard physicist, Wall Street risk pioneer, and 135-mile Death Valley ultrarunner proves that disciplined mindset, resilience, and relentless self-experimentation turn “impossible” into fuel for success.
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Emotional Intelligence, Leadership Truths & Turning Failure Into Fuel | Greg Witz
Entrepreneur and coach Greg Witz joins Fortunate Fishes to share unfiltered insights on resilience, relationships, and what it truly means to be a better human.
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The Wall Street Journal: You Met Grandma at a Keg Party? The Rich Order $100,000 Memoirs for Family Only.
Thank you to The Wall Street Journal's Rachel Louise Ensign for the recent feature on how wealthy families are preserving their legacies through memoirs and documentaries.
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MarketWatch: Buffett bought UnitedHealth. I bet on Caterpillar. Who was right?
Buffett backed inevitabilities; Garcia highlights wisdom in being wrong.
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MarketWatch: Warren Buffett’s secret $5 billion bet is about to be revealed.
In his Street Sense column for MarketWatch, R360 Managing Partner Charlie Garcia digs into Berkshire Hathaway’s SEC filings — and the trail points straight to Caterpillar.
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CNBC: Goodstein – One way to capture the upside pop is to invest in an ETF
On CNBC’s Worldwide Exchange with Frank Holland, R360 Managing Partner Barbara Goodstein shared why she believes Berkshire may set its sights on industrials like Caterpillar—while holding its cash reserves for strategic buys, possibly in railroads as merger rules ease.
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No One Talks About This Side of Wealth… | Hillel Presser
In this episode of Fortunate FISHES, Charlie Garcia sits down with Hillel Presser—the lawyer billionaires, athletes, and first-gen entrepreneurs trust to protect what matters most. But this episode isn’t just about protecting wealth—it’s about legacy, grit, and the mindset that built it all.
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How UHNW Families Approach Legacy Beyond Wealth
Wealth is a powerful tool for ultra-high-net-worth families, but it shouldn’t be the end goal. It might be easy to pass down money, but what’s far harder—and infinitely more meaningful—is passing down values, wisdom, and purpose.
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Most Founders Don’t Figure This Out Until After They Burn Out | Mark Moses
Join Charlie Garcia as he sits down with Mark Moses—entrepreneur, CEO coach, and founder of CEO Coaching International—for a candid conversation on what it really takes to win in business and lif
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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.
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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.
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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.
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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.
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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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What Billionaires Know That You Don’t | Troy Templeton
Join Charlie Garcia as he sits down with Troy Templeton, the visionary behind one of America’s top private equity firms.In this episode of Fortunate FISHES, Troy reveals what billionaires know that most people don’t—and why things like “price” and “budgets” might actually hold you back.From early influences like Junior Achievement to building a billion-dollar fund through clarity, emotional control, and long-term thinking, Troy’s story is packed with mindset shifts that challenge the status quo.
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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.
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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.
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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.
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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.
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From Bedroom Startup to $100M Exit - Frank Rodriguez
Join Charlie Garcia as he interviews Frank Rodriguez, a Harvard Law graduate who hated practicing law and instead built Corporate Creations from a spare bedroom into a business empire that sold for over $100 million.
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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.
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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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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.
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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.
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He Followed Orders His Whole Life—Then He Broke the Rules | Fortunate FISHES - Joe McCabe
Joe McCabe could have followed the family path—law enforcement, stability, tradition. Instead, he chose something far more uncertain: entrepreneurship.
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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?
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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.
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Bobby Castro’s Radical Journey Through PMA, Momentum, and Mindset
In this eye-opening episode of Fortunate FISHES, self-made billionaire and unapologetically real entrepreneur Bobby Castro joins the show to share how he went from dropping out of school in the 9th grade to building and selling a billion-dollar company.
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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.
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How to Choose the Right UHNW Network for You
For ultra-high-net-worth individuals and families, wealth brings opportunity—but also complexity.
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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.
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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.
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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.
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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.
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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.
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Mike Stoltzfus: Living a life of purpose, discipline, and generosity
In this powerful episode of Fortunate FISHES, entrepreneur and radical giver Mike Stoltzfus shares how a life of purpose, discipline, and generosity began as early as age 10—and ultimately led to giving away 90% of his income by the time he was 27.
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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.
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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.
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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.
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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.
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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.
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From Adversity to Success: Mark Moses
In this episode of Fortunate Fishes, host Charlie Garcia interviews Mark Moses, a serial entrepreneur and coach who turned challenges into success.
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Introducing the R360 Health, Wealth, and Happiness Assessment
At R360, financial success is one dimension of success—but lasting fulfillment requires more.
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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.
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From Debt to $4B Empire: Barbie Castro’s Secrets to Wealth, Health & Purpose
In this inspiring episode of Fortunate Fishes, entrepreneur, actress, and philanthropist Barbie Castro shares her incredible journey—from struggling with credit card debt to co-founding a $4 billion family business. Discover how she balanced success in real estate, Hollywood, and motherhood while staying true to her purpose.
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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.
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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.
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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.
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Entrepreneurship, Family, and Legacy: Hillel Presser's Journey
In this episode of Fortunate Fishes, host Charlie Garcia interviews Hillel Presser, a lawyer, entrepreneur, and real estate investor. Hillel shares his journey of building wealth, learning from failures, and staying true to his values of family, ambition, and gratitude.
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From Entrepreneur to Philanthropist: Brian Sidman's Journey
In this episode of Fortunate Fishes, host Charlie Garcia interviews Brian Sidman, a serial entrepreneur who built multiple successful businesses while making a big impact through philanthropy. Brian shares his journey, from learning from failures to empowering young artists through Kids Basel and raising millions for St. Jude Children's Research Hospital. Tune in for an inspiring story of success, resilience, and giving back.
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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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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.
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Leadership and Social Impact: Barbara Goodstein
In this episode of Fortunate Fishes, host Charlie Garcia interviews Barbara Goodstein, a top executive and advocate for social justice. Barbara shares her journey of breaking barriers in finance, the importance of mentorship, and her fight against corruption in guardianship systems.
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From Military Service to Real Estate Success: Joe McCabe
In this episode of Fortunate Fishes, host Charlie Garcia interviews Joe McCabe, a former U.S. Army captain turned real estate entrepreneur. Joe shares his journey of resilience, mentorship, and building a successful business while giving back to veterans and his community.
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From Humble Beginnings to Billion-Dollar Success: Angel Alvarez's Journey
In this episode of Fortunate Fishes, host Charlie Garcia interviews Angel Alvarez, a Cuban immigrant who built a billion-dollar contact lens business. Angel shares his journey from humble beginnings to entrepreneurial success, emphasizing the importance of creating value, learning from failures, and giving back. He discusses his passion for philanthropy, mentoring young entrepreneurs, and inspiring the next generation to use their talents for good.
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Wealth Beyond the Balance Sheet: R360 Introduces Assessment for Centimillionaire Candidates
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CNBC Inside Wealth: Family Offices Rattled by Market Swings and Tariffs
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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.
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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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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.
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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.
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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.
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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.
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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.
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CNBC: Goodstein – Bitcoin could become the next strategic reserve asset
R360 Managing Partner Barbara Goodstein joins CNBC to discuss Bitcoin and private equity.
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CNBC: R360's Barbara Goodstein discusses Berkshire Hathaway's $300B position
R360 Managing Partner Barbara Goodstein appears on CNBC's Worldwide Exchange
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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.
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Financial Times: $10mn? $30mn? $100mn? The redefinition of the super-rich
R360 Managing Partner Barbara Goodstein featured in the Financial Times.
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Family Business: Beyond the exit: How to thrive after selling your business
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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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Fox Business: Barbara Goodstein Discusses Bitcoin's disruptive potential in banking
R360 Managing Partner, Barbara Goodstein, discusses Bitcoin's disruptive potential in banking.
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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.
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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.
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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
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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.
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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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R360 2024 Aspen Wellness Retreat
Aspen, Colorado's majestic landscape provided the perfect backdrop for R360’s 1st Annual Health, Wellness & Longevity Wellness Retreat.
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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
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What Berkshire’s Recent Portfolio Moves Signal About the Broader Markets
R360 Managing Partner joins CNBC to discuss Berkshire Hathaway's recent portfolio moves.
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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.
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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.
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Fox Business: Pet Sales, Defense Stocks and Bitcoin
R360 Managing Partner Barbara Goodstein joins Fox Business to discuss the market.
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How Peer Groups Help You with Personal Growth
For ultra-high-net-worth individuals, life can be a paradox. While your financial status has undoubtedly opened doors to achieving your goals and dreams, connecting and engaging with like-minded individuals can prove elusive, denying you valuable opportunities to experience a certain level of personal growth and fulfillment.
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R360's Inaugural Member Summit Delivers Transformative Experiences and Insights
R360, the premier membership organization for ultra-high-net-worth individuals and families, has successfully concluded its inaugural member summit in San Diego, California, the R360 Living Well, Doing Good Conference.
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How the Six Forms of Capital Transform Your Success
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LA Times: These millionaires want to be forever young
R360’s Health, Wellness, and Longevity interest group mentioned by the LA Times
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Do You Need a Family Office?
You’ve worked hard and made significant wealth. As assets accumulate and complexities inevitably arise, you might be contemplating establishing family office or joining a multi-family office.
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Yahoo Finance: R360 Unveils Lineup for Member Summit
This summer, the R360 Living Well, Doing Good Conference promises to be an inspiring and transformative event for all attendees.
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CNBC: Key Takeaways on the Markets from Berkshire's Meeting
R360 Managing Partner Barbara Goodstein talked to CNBC’s Frank Holland about key takeaways from Berkshire Hathaway’s annual shareholder meeting
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Wealth Strategy Secrets: Charlie Garcia’s Journey to Impact and Purpose
R360 Managing Partner Charlie Garcia featured on the Wealth Strategy Secrets Podcast
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Meet R360: The Social impact Network for the Wealthy
R360 Managing Partner Charlie Garcia dives into the six forms of capital on Cryptonized
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CNBC Last Call: Where are the ultra-wealthy investing their money?
R360 Managing Partner Barbara Goodstein featured on CNBC Last Call
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Navigating the Wealth Journey: 6 Inflection Points Every UHNW Family Should Anticipate
Life’s journey is predictable in many ways, made up of pivotal moments when having a solid family view on your core values and wealth is crucial.
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Henley & Partners: Wealth and Beyond: 2024 R360 Member Perspectives
R360 Managing Partner Barbara Goodstein shares R360 perspective with Henley & Partners
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Fortune: Here’s why Miami has 75% more millionaires than a decade ago
R360 Managing Partner Charlie Garcia discusses why Miami's millionaire population is growing
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Unlocking true wealth: A guide to purposeful stewardship of family wealth
“Wealth is often described as ‘having money,’ but in its true essence, wealth is not just about accumulating assets and enjoying a certain lifestyle,”
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Finding Community: A Guide for Ultra-High-Net-Worth Individuals
In a world where great wealth often equates to isolation, finding community can be an elusive quest for ultra-high-net-worth individuals.
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Goodstein: A company with cash like Berkshire should sit tight
R360 Managing Partner Barbara Goodstein spoke with CNBC's World Exchange about Berkshire Hathaway's Q4 earnings and record cash pile.
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Building a Tribe of Centimillionaires - Charlie Garcia
R360 Managing Partner Charlie Garcia sits down for a compelling DreamCatchers podcast with Jerome Myers.
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Family Office Professional: Capture the Family Legacy on Film
A legacy film is a documentary not just about the member and the member’s life, but about their family,” says R360 team member Silvia Costa.
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Family Business Webinar: Preparing the Next Generation of Entrepreneurial Families
Guiding the next generation to become responsible, generous, and grounded custodians of wealth is no easy task
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Private Club Marketing: What Is The Most Exclusive Private Members Club?
Private Club Marketing highlights R360 as a sanctuary for the ultra-wealthy that emphasizes philanthropy and social impact over mere affluence.
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Business Insider: Frustrated by healthcare's failings, the rich are investing in biotech to live longer and healthier
This feature highlights entrepreneurs, like R360 Member Peter Fioretti, who are motivated by personal health challenges to look at investment in biotech and healthcare technology. Peter shares his keen interest in longevity research and sheds light on the hurdles involved in investing in biotech opportunities...
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Bloomberg: Where High Net Worth Individuals Are Putting Their Money
Barbara Goodstein sat down with Bloomberg News hosts
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Houston Chronicle: Do you have $100M? Inside the group that wants to help you navigate the challenges of wealth.
R360 featured in the Houston Chronicle
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Country & Town House: 8 Of The Most Exclusive Members’ Clubs In The World
This British publication’s article explores the world of exclusive private members' clubs
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You've Sold Your Business. Now What?
You've spent years building and nurturing a successful company, and when the time finally came to move on and sell your business, you probably had mixed feelings.
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R360: The Davos of Peer Membership Organizations
Dynamic conversations about global issues, connecting with like-minded peers, and setting your legacy and future path. Welcome to R360.
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Nasdaq Investment News: Here is where centi-millionaires are investing in 2024
R360 Managing Partner, Barbara Goodstein, sat down with Investment News anchor Gregg Greenberg to talk about investment opportunities in the new year, including AI, cryptocurrency, and biotechnology.
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CNBC: R360 Remembers Charlie Munger
R360 Managing Partner Barbara Goodstein discusses the passing of Berkshire Hathaway’s Charlie Munger, his legacy, and what this means for investors and for the future of the legendary company.
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Ultra-High Net Worth Parenting: Raising Kids in a World of Affluence
For ultra-high net worth (UHNW) families, wealth brings a world of opportunity. As wealthy parents, you want to give your kids experiences and opportunities you didn’t have.
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R360 Global Unveils Immersive, Redesigned Website, Elevated User Experience
MIAMI, Oct. 18, 2023 /PRNewswire/ -- R360 Global, an invitation-only membership organization for ultra-high-net-worth individuals and families seeking to use their abilities, wealth, and knowledge to create an enduring legacy, is thrilled to announce the launch of its redesigned website, R360Global.com.
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Yahoo Finance: R360 Global Unveils Immersive, Redesigned Website, Elevated User Experience
R360's redesigned website was featured in Yahoo Finance
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The Importance of Legacy Planning for Ultra-High-Net-Worth Individuals
Legacy planning helps you shape the destiny of your bequests, ensuring your wishes are communicated to your heirs so they can be passed on with your assets.
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R360 Global's Family-Centric Approach Fosters Collaboration and Legacy Building
MIAMI, Sept. 19, 2023 /PRNewswire/ -- R360 Global, a pioneering peer-to-peer wealth community, is redefining how ultra-high-net-worth individuals and their families approach wealth creation and legacy building. With a unique family-centric approach, R360 is about managing wealth and nurturing a holistic approach to wealth focused on six forms of capital: financial, intellectual, social, human, emotional, and spiritual capital.
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R360 Nominated by Spear’s Magazine for “Private client innovation of the year”
Spear's has revealed the shortlist for the 2023 Spear's Awards, recognizing achievements of service providers and client advisors for wealthy individuals. The awards cover 18 categories, including UHNW Wealth Manager, Family Lawyer, and the Impact Award.
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R360 and Worth Media Group to Partner on the R360 Global Member Conference, July 15-18, 2024, in San Diego
SAN DIEGO – July 19, 2023 — R360 and Worth Media announced a partnership on the R360 Global Member Conference July 15-18, 2024, at the Fairmont Grand Del Mar in San Diego.
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Crain Currency: Barbara Goodstein on Women in Wealth Management
R360 managing partner Barbara Goodstein’s career spans wealth management, from corporate CEO to entrepreneur to board member. Barbara sat down with Crain Currency to discuss how women in wealth management are redefining the impact of wealth and focusing on shaping their legacies through philanthropy.
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Business Insider: This exclusive club for the ultra-rich is on the search for immortality
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Spear's: Take the New Personality Test Motivating the Super-Rich
R360’s Archetype Assessment, which helps members discover their defining characteristics and life's purpose, was featured in Spear’s Magazine.
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Robb Report: This Invite-Only Club Wants to Help Big Spenders Add Social Responsibility to Wealth Management
Robb Report featured the launch of R360, saying “R360, which only accepts members worth $100 million or more, wants to bring mindfulness to your money.”
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The Six Forms of Capital to Ensure Growth of a Family Enterprise
Why nonfinancial wealth is key to the success of the family enterprise
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An R360 Member’s Plan to Live to 120 – Featuring Peter Fioretti (US 052)
Two years ago, when Peter Fioretti (US 052) was turning 60, he decided to see his concierge doctor and do extensive testing for cancer and heart disease, the two leading causes of death. He already paid attention to his diet and worked out regularly, so being a bit more proactive seemed like an excellent way to mark a milestone birthday.
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Understanding the Secondary R360 Archetype
All R360 members can be described by a combination of a primary and secondary archetype. In our first white paper, The R360 Archetypes, we detailed the attributes, advantages, and challenges associated with each of the primary Archetypes. Now, we turn our attention to the importance of the secondary Archetype.
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Why Social Capital Matters and How to Cultivate It Over Time
At R360, wealth is far more than dollars and cents. This white paper by R360 Managing Partner Charlie Garcia explores the importance of Social Capital, one of the six forms of wealth.
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Next Generation Engagement: Steward or Consumer?
R360 is pleased to share this white paper written by our strategic partners, Succession Advisors. Founded by two professionals who support some of the world’s most successful and high-profile families, Succession Advisors provide our members with content like this article, which discusses how to give children the opportunities of wealth while guarding against entitlement and other ills.
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Disinherit Uncle Sam: Your Estate Can Serve a Higher Purpose
This white paper by R360 Managing Partner Michael Cole explains how an estate plan can be an instrument of purpose, ensuring the wellbeing of one's children and creating a better world for all.
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How to Build Lasting Family Wealth
Why do so many families go “from shirtsleeves to shirtsleeves” in three generations? More importantly, what can they do to ensure that the values that helped create the family's wealth convey along with the assets? According to R360 Managing Partner Michael Cole, the successful transfer of wealth depends on both strategic and tactical planning. Here’s how to ensure that future generations are responsible stewards of their legacy.
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Spear's: Inside R360, the member’s club you have to be a centimillionaire to join
R360, featured in this Spear's Article, is a private club for individuals worth $100 million or more, focused on purpose, legacy, and family. Beyond wealth, members are chosen for their values and desire to make a broader impact.
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Barron's: A Club for the Super Rich Offers Unbiased Advice
Barron’s featured the launch of R360, giving an inside look at membership.
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Business Insider: After launching a successful VC fund, I joined an exclusive networking club that helps multimillionaires build a meaningful legacy
R360 Member Sanket Parekh, the founder of a Miami-based venture capital fund, spoke to Business Insider about R360 membership.
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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
Business Insider interviewed R360 managing partners Charlie Garcia and Michael Cole, who talked about what makes R360 special.
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Bloomberg: The Super-Rich Are Forming a New Exclusive Club
R360 Global was featured in Bloomberg.
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