It can indeed be lonely at the very top of the economic food chain—an insight often only discovered by the ultra-high-net-worth after achieving the rarefied top 1/10th of 1 per cent of the financial pyramid. They amass significant wealth and, sometimes suddenly, they find themselves isolated without peers. Of course, they’re not truly alone.
They have family, friends, employees, a host of professionals—including those operating their multi-family office—managing their wealth and often many business associates. “Yet it’s still challenging to have conversations on topics that, quite candidly, a lot of their friends or colleagues won’t fully understand,” says Thane Stenner, founder of Stenner Wealth Partners+ at CG Wealth Management and Chairman Emeritus of ultra-high-net worth (UHNW) network Tiger 21 in Canada.
Stenner works with some of Canada’s wealthiest families and entrepreneurs. He previously held award-winning consulting roles at Morgan Stanley/Graystone Consulting, while based in California as Managing Director, International Client Advisor, Institutional Consulting Director, Alternative Investments Director and Portfolio Manager. He also hosts “Smart WealthTM with Thane Stenner,” a podcast produced by BNN Bloomberg Brand Studio.
Stenner has seen first-hand how some uber successful entrepreneurs who seemingly have it all lack a private peer group that gets them. “People say, ‘You don’t really have problems; you’re rich,’’ he adds. “But the reality is everyone has problems and complexities. The uber wealthy simply have a different set of challenges than most.”
An elite peer group
What’s more, the complexities of vast wealth are exclusively unique “so having a peer group can be extremely powerful for these individuals and their families.” Knowing well the challenges clients face, Stenner says he is excited that a United States-based organization—R360 Global could soon be coming to Canada, offering UHNW Canadians membership a place to discreetly connect, learn and work together to change the world for the better.
“It really offers entrepreneurial families with net worths in the hundreds of millions or higher a place to go for confidential learning and experiential enrichment for themselves and their families.”
If you haven’t heard of R360 Global, you’re not alone. R360 Global is relatively new, launched in 2022 by two former leading executives of Tiger 21—which also caters to UHNW individuals.
“With Tiger 21, we learned about being better investors, but after a while, money isn’t really a concern,” says Charlie Garcia, a founding member and Founder of R360 Global, who helped operate Tiger 21’s Florida chapter(s) with much acclaim.
He also led a significant chapter of Tiger 21 before helping found R360 Global based on the idea that wealth involves more than financial capital. To that end, R360 Global really addresses what it calls the ‘FISHES’ of wealth.
Unsurprisingly, “F” stands for “financial”, but the remaining letters stand for less obvious though equally important elements of wealth: intellectual, social, human capital, emotional and spiritual.
“Intellectual is the knowledge, skills and wisdom you’ve accumulated while the social is how you and your family devote time to philanthropy, community and the world,” he explains.
Human capital relates to skills and character development, including nutrition, exercise and wellness of various questions of the family. The emotional facet is about nurturing self-esteem, resilience and optimism to better manage relationships, stress and life’s inevitable losses, he notes.
We’ve been named by Forbes as one the most exclusive private members clubs on the planet.
Charlie Garcia
“Last is spiritual capital nurtured through religion, faith, inner reflection and empowerment to live with meaning and purpose.” The overarching motif of R360 Global, however, is cultivating wealth across the spectrum for the benefit of others, Garcia adds. “We set out to create a group with the capacity, values and ambition to use wealth and entrepreneurial mojo to solve the world’s most intractable problems.”
Membership is multi-generational, by invitation only, and while significant net-worth (at least $100 million+ net worth) is one element of criteria, it does not guarantee membership, says Barbara Goodstein, managing partner and co-founder of R360 Global, who also manages the New York chapter and was the former CEO of Tiger 21.
“We are looking for people with similar values, interests and goals, open to learning in a very private community environment.”
Barbara Goodstein
She notes the R360 Global membership committee has turned down 72 applicants since its founding, including nine billionaires. The application process takes as long as two months, involving a thorough review of each prospective member’s background.
“That said, we’re not elitist,” Garcia says. “We have 10 members that didn’t graduate from high school—five of whom are billionaires. But they still remain very humble.”
Archetype assessments
The main sticking point is ensuring members mesh, seeking to learn from each other not necessarily to be financially richer, but to lead more purposeful lives—and have some fun while doing it.
To grasp how an applicant might fit, R360 Global created an archetype assessment process among other determinants, says Garcia, who taught at the Massachusetts Institute of Technology (MIT), leveraging his expertise in behavioural analytics for high-performing teams.
“There are five dominant archetypes.” These are the Seeker of Knowledge, the Altruist, the Sage, the Olympian and the Adventurer. “Some people who join are Sages and get a lot of satisfaction from sharing wisdom with others.”
These individuals often gravitate to R360 Global’s mentorship program, whereby they can work with others—be it in entrepreneurialism or philanthropy.
Another popular initiative is its Rising Leaders program, which cultivates all those archetypal traits in children and grandchildren.
“We’ve had about 80 children participate so far, travelling the country to great events, learning not only financial stewardship, but more intangible insights which are equally as important, like how to break out from the shadow of successful parents,” Goodstein says.
While not mandatory for families to be involved in all of R360 Global offerings, many family members, spouses included, are because they appreciate the programming and connections forged with other members’ families. Of course, the events are unsurpassed opportunities unlikely to occur anywhere outside of R360 Global, like meeting with some of the greatest global thinkers and power brokers of today.
“We have had Nancy Pelosi, Martin Luther King III and Jon Stewart speak with members who can ask questions and engage in conversations over private meals afterward,”Goodstein adds.
Other events involve travelling with other members to meditation retreats in Asia and group philanthropy endeavours in Africa. Other initiatives are closer to home, including volunteering at God’s Love We Deliver in New York, a charity preparing medically tailored meals for homebound individuals.
“We had our members chopping onions and peeling carrots, and they were overjoyed spending their day helping others,” Goodstein says.
Philanthropy path
Of course, doing good goes beyond a day of charitable work, given all members are deeply committed to philanthropy. And R360 Global offers a venue to discuss their efforts and even collaborate.
Garcia cites one example of a member, among the leading philanthropists in Florida, who was gobsmacked upon hearing what other members were doing.
“She said, ‘My gosh, I have really got to up my game.’” It’s not just talk. Members hold each other accountable on goals—be it better relationships, wealth stewardship or inspired philanthropic efforts.
Even Stenner has recently experienced the power of the group. Invited to a R360 Global Miami event earlier in 2025, he found himself inspired “to take better care of myself so I can be a better human being overall,” he says, noting he has since become a lot fitter.
More than anything, R360 Global allows members to connect with each other, assured they can speak freely where privacy is deeply respected.
It’s not just their wealth—whereby members’ average net worth is $600 million—that makes it so exclusive.
“It’s the ethos,” Stenner adds, pointing to its 360-degree focus on wealth stewardship to build deeper connections with family, communities and the world. That said, R360 Global is exclusive in so far as it is limited to just 500 members in the U.S. and likely 50 members per new nation upon expanding outside the U.S., like Canada.
Another exclusively unique facet of R360 Global is every new member is paired with a documentary filmmaker to tell their story.
“It’s not an ego trip; it’s about the message you want to tell the great-great-grandchildren you will never meet,” Garcia says.
Of course, the camaraderie is R360 Global’s most attractive draw, Goodstein says. “The real benefit is being in a room with people that understand and support each other.” R360 Global’s ambition is to be a league of global members, capped at 1,000, from approximately 200 members so far today.
*Responses have been lightly edited for clarity and length. Mr. Stenner’s viewpoints within this interview were submitted to CFO in mid-December 2025.
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Thane Stenner Interviews/Articles, Member of Canadian Family Offices.
About R360 Global
R360 Global is a peer-to-peer community approaching 200 families with an average net worth of $600 million (a minimum net worth of $100 million+ to potentially qualify for membership consideration), expanding to 500 members in the United States and 500 internationally, including only 50-60 memberships in Canada. Our purpose: to architect an oasis for strategic wealth creators and their families to flourish by mastering the six forms of capital—financial, intellectual, social, human, emotional, and spiritual. R360 delivers what these families seek: candid counsel from peers managing identical challenges, sharing hard-won wisdom on what works when you’re building something designed to flourish across generations. Please go to R360 for more information. Here are additional resources for readers interested in learning more about the organization: Spear’s, Robb Report, and NYPost.
About Stenner Wealth Partners+
Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+ serves Canadian and US investors/households with generally a minimum of 10M+ in investable assets or 25M+ net worth. As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of Canada’s largest independent wealth management firms. Client Range of Net Worths: between $25M To $3B+. They strategically limit new client engagements, onboarding only six to eight new key relationships annually to ensure a highly personalized and focused approach. SWP+ is a member of Canadian Family Offices.
Disclaimer: This story was created by Canadian Family Offices’ commercial content division on behalf of Stenner Wealth Partners+ at CG Wealth Management, which is a member and content provider of this publication. CG Wealth Management is a division of Canaccord Genuity Corp., member of CIPF and CIRO. Tax & Estate advice offered through Canaccord Genuity Wealth & Estate Planning Services Ltd. Thane Stenner’s views, including any recommendations, expressed in this article are his own only, and are not necessarily those of Canaccord Genuity Corp.