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 who have shared their insights at our exclusive events

Edward Yardeni

Yardeni Research

Nancy Lazar

Chief Global Economist

Kevin O'Leary

Shark Tank "Mr. Wonderful"

Esther Dyson

Tech Investor & Philanthropist

Ken Goldman

ex-CIO of Eric Schmidt's SFO

Todd Ruppert

Investor, ex-CEO T. Rowe Price

Armen Sarkissian

Former President of Armenia, Author

Maurizio Totta

SFO Principal

Rosemary Sagar

Sagar FO

Ana Arsov

SFO, ex-Moody's Exec

Candice Beaumont

SFO CIO

Edward Yardeni

Yardeni Research

Nancy Lazar

Chief Global Economist

Kevin O'Leary

Shark Tank "Mr. Wonderful"

Esther Dyson

Tech Investor & Philanthropist

Ken Goldman

ex-CIO of Eric Schmidt's SFO

Todd Ruppert

Investor, ex-CEO T. Rowe Price

Armen Sarkissian

Former President of Armenia, Author

Maurizio Totta

SFO Principal

Rosemary Sagar

Sagar FO

Ana Arsov

SFO, ex-Moody's Exec

Candice Beaumont

SFO CIO

Trusted Knowledge You Can't Google

Access insights from a vetted network of family offices, fund managers, and operators who share real experience—not noise. Every conversation is rooted in trust, relevance, and aligned interest.

Make Decisions 6x Faster with AI Agent

No more endless threads or scattered notes. Our AI Analyst distills what matters, connects the dots, and surfaces the next best step—so you act quickly, and with confidence.

Smarter Syndication, Seamless Co-Investment

Get matched with the right co-investors based on actual deal interest, not mailing lists. Collaborate on opportunities with those who share your thesis, timing, and conviction.

MJ Gottlieb

MJ Gottlieb

"And so when we have the power of community it enables us to heal. When we have the power of the 361 community, you're able to bring incredible people together, right? And amazing things happen. And that's something that is within the DNA of the 361 firm that I have not seen anywhere else."

Meet the Community

Our Story

Discover Our Origins

A journey from educational foundations to global investment leadership, building premier networks for sophisticated investors.

1985-1998
Foundations & Expertise

Education to Leadership

Global education, legal excellence, and partnerships at top firms like Arthur Andersen and EY.

Early foundations
2004-2015
Expansion & Integration

Family Offices to Global Presence

Launching family offices, strategic collaborations, world tours, and the 361 Platform.

Global expansion
2024+
Innovation & Vision

Digital Platform & Beyond

Team expansion, tech funds, digital networking, and AI-powered connections for elite investors.

Future vision

Questions? Get in touch or visit our FAQ for quick answers.

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