361 Firm - Where Family Offices Move as One

Where Family Offices
Move as One.

AI-powered syndication built for how family offices actually invest
trusted, private, and radically smarter.

Proven Success

7K

Qualified Allocators

Built close relationships with industry-leading decision makers

30

Years of Experience

Decades of financial wisdom at your service

$250M

Raised from Network

Proven strategies that boost your bottom line

Speakers, Benefits and Testimonials

Speakers and Key Members

Industry leaders and visionaries

Edward Yardeni

Edward Yardeni

Yardeni Research

Nancy Lazar

Nancy Lazar

Chief Global Economist

Kevin O'Leary

Kevin O'Leary

Shark Tank

Esther Dyson

Esther Dyson

Tech Investor

Ken Goldman

Ken Goldman

ex-CIO Eric Schmidt

Todd Ruppert

Todd Ruppert

ex-CEO T. Rowe Price

Armen Sarkissian

Armen Sarkissian

Former President

Maurizio Totta

Maurizio Totta

SFO Principal

Rosemary Sagar

Rosemary Sagar

Sagar FO

Ana Arsov

Ana Arsov

ex-Moody's Exec

Candice Beaumont

Candice Beaumont

SFO CIO

Edward Yardeni

Edward Yardeni

Yardeni Research

Nancy Lazar

Nancy Lazar

Chief Global Economist

Kevin O'Leary

Kevin O'Leary

Shark Tank

Esther Dyson

Esther Dyson

Tech Investor

Ken Goldman

Ken Goldman

ex-CIO Eric Schmidt

Todd Ruppert

Todd Ruppert

ex-CEO T. Rowe Price

Armen Sarkissian

Armen Sarkissian

Former President

Maurizio Totta

Maurizio Totta

SFO Principal

Rosemary Sagar

Rosemary Sagar

Sagar FO

Ana Arsov

Ana Arsov

ex-Moody's Exec

Candice Beaumont

Candice Beaumont

SFO CIO

Trusted Knowledge You Can't Google

Vetted insights from family offices and operators.

Decisions 6× Faster

AI distills threads into one clear next step.

Smarter Co-Investment

Matched by thesis, timing, and conviction.

MJ Gottlieb

MJ Gottlieb

"The power of the 361 community is something I have not seen anywhere else."

Meet the Community

Some of Our Clients Include

Questions? Get in touch.

Contact Us FAQ

Discover Our Origins

A journey from education to global leadership.

1985-1998
Foundations & Expertise

Education to Leadership

Global education & partnerships at Arthur Andersen and EY.

1985
2004-2015
Expansion & Integration

Family Offices to Global Presence

World tours and the 361 Platform launch.

2004
2025+
Innovation & Vision

Digital Platform & Beyond

AI-powered connections for elite investors.

2025