Silvia Costa has sat in the living rooms of 31 ultra-high-net-worth families — worth an average of $600M — and asked them one question no financial advisor ever will: "What do you want to tell the great-grandchildren you'll never meet?"

What comes out is not investment philosophy. It's something far more valuable.

She spent two decades producing "The Business Profile" for CNBC Europe, BBC America, and Financial Times TV across 72 countries. Then she walked away to document the human side of dynastic wealth — what it's built on, and what destroys it by the third generation.

The Art With Truth Framework:
→ Never arrive with a script. The story tells you what it is.
→ The ending is almost always connected to the beginning — find the thread first.
→ Contradictions aren't problems to resolve. They're the truth.

One member in California said at the end of his filming session: "No more therapy for a month — this was enough." Another member filmed hers while receiving chemotherapy for pancreatic cancer. Her family now visits her gravesite in Miami and scans a QR code on her headstone to watch her speak directly to generations she would never meet. That is what a legacy film actually does.

What thriving multi-generational families share:
→ Family unity held as non-negotiable — not agreement, unity.
→ Emotional capital: the ability to process love across generations.
→ Values transmitted alongside wealth, not after it disappears.

80% of R360's membership are first-generation wealth creators. The research is clear: without the story behind the money, the money is gone by generation three. Silvia Costa has built the system that changes that.

Books mentioned:
Love Work:Live Life — David Oliver
Good to Great — Jim Collins

For founders, wealth creators, and family office principals who understand that capital without context is just a countdown.

Subscribe for more insights from leaders redefining what it means to be truly wealthy.

Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/

Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/
Charlie’s Substack: https://substack.com/@cpgarcia?
Instagram: https://www.instagram.com/fortunatefishes/
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#UHNW #FamilyOffice #LegacyPlanning #WealthManagement #MultiGenerationalWealth #FamilyWealth #PrivateWealth #WealthCreators #Entrepreneurship #LegacyFilms #DocumentaryFilm #FortunateFishes #R360 #FamilyGovernance #WealthPreservation #UltraHighNetWorth #FounderStory #BusinessLegacy #WealthTransfer #FamilyBusiness

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Most advice on wealth is written by people who've never traded through hyperinflation, been on a trading floor on 9/11, or built a firm after being legally barred from their industry for eight years. This conversation is different.

Luis D'Amato spent 20 years inside Hedging Griffo — Brazil's legendary trading house acquired by Credit Suisse — then walked away with an eight-year non-compete to build Aston Capital Management from zero in Miami. He now manages $700M across US taxpayers and international families.

The Aston 7-Asset Endowment Allocation:
→ 25% equities (low end of range — valuations stretched after three strong years)
→ 5% hedge funds (discretionary macro for negative correlation)
→ 10% cash (tight credit spreads don't pay you to take risk)
→ 25% public credit
→ 10% private equity / venture
→ 10% private real estate (tax-advantaged for US payers)
→ 15% private credit — never sponsor-backed direct lending

On 9/11, Luis was on the phone with his Bear Stearns counterpart when the second plane hit. A director on his desk said it was impossible — it couldn't be a second plane. Brazil's exchange closed within the hour. The lesson wasn't about markets. It was that the people closest to the information are often the last to believe what's actually happening.

Three red flags when hiring a wealth advisor:
→ They work at a bank (not a fiduciary — shareholders come first)
→ They earn on trading commissions (incentive to churn your account)
→ You can't see the fees (rebates and spreads buried in products)

Why this matters past $10M: The real alpha isn't in stock picking. It's rebalancing discipline, tax-aware allocation across liquid and illiquid buckets, and access to niche managers too small for the big bank platforms. Luis runs the same allocation for a $100K Aston Fund investor that he runs for $10M+ wealth clients. That's what fiduciary actually looks like.

Books Mentioned:
Do Nothing! Discover the Power of Hands-Off Leadership (Keith Murnighan)
Die With Zero: Getting All You Can from Your Money and Your Life (Bill Perkins)
The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness (Morgan Housel)
The Good Life: Lessons from the World's Longest Scientific Study of Happiness (Robert Waldinger & Marc Schulz)
Que Bobagem! (Natalia Pasternak & Carlos Orsi) — Portuguese only
Scientific American — Magazine
The Great Partnership: Science, Religion, and the Search for Meaning (Rabbi Jonathan Sacks)
Late Admissions: Confessions of a Black Conservative (Glenn C. Loury)

For founders post-exit, family office principals, and anyone whose private banker has never said the word "rebalance."

Subscribe for more insights from leaders redefining what it means to be truly wealthy.

Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/

Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/
Charlie’s Substack: https://substack.com/@cpgarcia?
Instagram: https://www.instagram.com/fortunatefishes/
X: https://x.com/R360FISHES


#UltraHighNetWorth #FamilyOffice #WealthManagement #PrivateCredit #PortfolioAllocation #Endowment #HedgeFunds #PrivateEquity #FiduciaryAdvisor #AssetAllocation #PostExitPlanning #FortunateFISHES #CharlieGarcia #LuisDAmato #AstonCapital #HedgingGriffo #CreditSuisse #EmergingMarkets #BrazilInvesting #MiamiWealth #IronmanMindset #DieWithZero #MorganHousel #KelloggMBA #CFA #AlternativeInvestments #RIA #OffshoreInvesting #WealthTransfer #LegacyPlanning

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Anthony Ng Monica from London refused to fail in both business and life. He built a company called Swogo with no co-founders, no venture capital, and no connections. Then sold it for eight figures, all cash.

Anthony did it by understanding something most founders never figure out: enterprise sales is not about selling. It's about helping someone buy, protect their job, hit their targets, and make their team look good. He doesn't talk about hustle. He talks about systems — for decisions, for exits, for the body — and why founders who skip the last one eventually pay for it.

What makes this conversation different is the specificity. No motivation, no frameworks dressed up as insight. Just a 12-year-old scraping Yellow Pages, a 21-year-old cold-emailing VCs for intern jobs he never intended to keep, and today a founder who built inside Walmart, Best Buy and Sephora one audacious cold outreach at a time — including Brazilian beer sent to a Walmart executive that got destroyed by security. He still got the meeting.

The Competitor Sacrifice Framework — closing 8 of the 10 largest consumer electronics retailers globally:
→ Identify the conglomerate with the most subsidiaries — your real prize
→ Offer the competitor a free trial to generate leverage, not revenue
→ Walk into your target and say "their competitor is already live" — urgency manufactured, deal closed

The Information Asymmetry Exit:
→ Read every quarterly earnings report of your top customers — know their business better than they do.
→ When Best Buy signaled category slowdown internally while analysts called e-commerce unstoppable, he sold.
→ The buyer never saw it coming. He did. That's the exit.

The Decision Probability Framework:
→ Assign every major decision a probability: 10%, 50%, or 90%.
→ When uncertain, always round down.
→ Take the highest-probability path, commit fully, and accept the outcome — it's a numbers game, not a talent game.

After the exit, Anthony didn't retire. He noticed what most founders miss until it's too late — a decade of peak performance quietly degrades the moment the motivation disappears. The machine that generates the exit is the founder's body, mind, and decision-making clarity. So he built Daily Body Coach (dailybodycoach.com): high-touch health optimization for executives and entrepreneurs who travel, eat out, and want to perform at the highest level without living like an athlete.

Each client gets a dedicated team — trainer, nutritionist, and PhD-level psychologist — matched using a proprietary profiling system built around one insight: 30% of outcomes come purely from the coach-client relationship. The plan adapts to your lifestyle and predicts when you're about to go off track and course-correct before it happens.

The goal is simple: make high performance your permanent identity, not your next 90-day project.

Books Mentioned:
The Secret — Rhonda Byrne
Pitch Anything — Oren Klaff
The Catalyst — Jonah Berger

For the founder who has already won once and is building the next thing with more intention, more leverage, and far less patience for anything that doesn't compound.

Subscribe for more insights from leaders redefining what it means to be truly wealthy.

Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/

Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/
Charlie’s Substack: https://substack.com/@cpgarcia?
Instagram: https://www.instagram.com/fortunatefishes/
X: https://x.com/R360FISHES


#EnterpriseGrowth #EightFigureExit #BootstrappedToExit #UltraHighNetWorth #ExitStrategy #B2BSales #EnterpriseSales #ConsumerElectronics #RetailTech #WealthCreation #FounderStory #FortunateFishe

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