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

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.

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.‍

Trump's transactional approach to U.S. power is reshaping global markets—and investors need to pay attention.

Why one of America’s greatest fortunes didn’t disappear because of bad investing, but because of entropy.

“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

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.

WhatsApp has become the fast moving communication hub for many family offices, enabling rapid deal flow and real time coordination despite the security

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.

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.

As we enter the season of giving, America’s wealthiest families aren’t just writing checks—they’re redefining philanthropy.

Charlie answers reader questions on bitcoin and U.S. Treasurys, urging calm, long-term thinking, small bitcoin exposure, and focus on wealth protection.

In his latest Street Sense column for MarketWatch R360’s Charlie Garcia explains that bitcoin isn’t in trouble.

Charlie reflects the R360 philosophy: building a legacy of purpose and impact that goes far beyond wealth.

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.

Selling your business is not the finish line—it’s a new journey of purpose, identity, and meaning beyond success.

Saudi-Pakistan deal makes China the Middle East’s new power broker

Charlie Garcia makes the case for precious metals, crypto and cash

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.

Legacy films preserve stories, values, and lessons that money alone cannot; capturing voices and memories ensures meaning is passed through generations.

Charlie Garica on why the preparation, not panic, is key when it comes to the dollar's rebound.

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.

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.

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.

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.

Buffett backed inevitabilities; Garcia highlights wisdom in being wrong.

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.

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.

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.