The Six Forms of Capital to Ensure Growth of a Family Enterprise

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.

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.

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.

R360’s Archetype Assessment, which helps members discover their defining characteristics and life's purpose, was featured in Spear’s Magazine.

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.”

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.

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.

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.

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.

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.

Barron’s featured the launch of R360, giving an inside look at membership.

R360 Member Sanket Parekh, the founder of a Miami-based venture capital fund, spoke to Business Insider about R360 membership.

Business Insider interviewed R360 managing partners Charlie Garcia and Michael Cole, who talked about what makes R360 special.

R360 Global was featured in Bloomberg.