Wealth Beyond the Balance Sheet: R360 Introduces Assessment for Centimillionaire Candidates

04.03.25 14:33 Uhr

Exclusive network's new tool helps potential members measure strengths across six dimensions of wealth.

MIAMI, March 4, 2025 /PRNewswire/ -- What if your net worth wasn't just measured in dollars but in purpose, relationships, resilience, and legacy? R360, the exclusive invitation-only peer membership organization for individuals with a net worth of $100 million or more, is shaking up the UHNW wealth conversation with its new Health, Wealth, and Happiness Assessment—a first-of-its-kind tool designed to help high-achievers evaluate their strengths and uncover ways to maximize their potential. 

With more than 130 members managing a combined $50 billion in assets, R360 isn't just about financial success, but is about building a life portfolio that is as rich in purpose as it is in prosperity. The R360 Health, Wealth, and Happiness Assessment evaluates applicants across six distinct forms of capital: 

  • Financial Capital: Investment strategy, wealth preservation, and alternative asset allocation.
  • Intellectual Capital: Lifelong learning, knowledge, and insights.
  • Social Capital: High-value relationship-building, philanthropy, and family brand.
  • Human Capital: Longevity, personal well-being, character, and productivity.
  • Emotional Capital: Resilience, emotional intelligence, and leadership.
  • Spiritual Capital: Purpose, ethical decision-making, and values-driven wealth management.

"True wealth isn't just about numbers on a balance sheet—it's about the impact you make, the knowledge you gain, and the legacy you leave behind," said R360 Managing Partner Barbara Goodstein. "This assessment is designed to help potential members see where they shine and where they can grow, all while connecting with a community that values success in all its forms."

Individuals who complete the R360 assessment and align with the organization's values may be invited to a member peer group led by an expert Chair, providing guidance on wealth stewardship, and legacy planning, and personal fulfillment. R360's private chapters across California, Florida, New York, Texas, and the Midwest host peer-led discussions and expert advisory circles, offering unparalleled access to insights and opportunities.

Individuals who believe they meet R360's qualifications can take the R360 Health, Wealth, and Happiness Assessment at https://assessment.r360global.com to see how their results stack up. 

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SOURCE R360