With assets distributed across multiple jurisdictions and intergenerational family dynamics, the challenge is no longer solely about generating returns. Today, families demand strategic coordination and a holistic vision that aligns financial, legal, business, and succession decisions. In this context, the Multi Family Office (MFO) model has consolidated itself as a solution capable of integrating different advisors and bringing coherence to the overall wealth strategy.

Three Sixty Multi Family Office: A Regional Vision

Founded in 2017, Three Sixty Multi Family Office was created with the objective of providing comprehensive wealth advisory services. Its approach is based on financial advisory, succession planning, legal and tax structuring, and coordination with specialists, credit solutions, and family governance experts to assist families in managing increasingly sophisticated assets.

The growth of diversified wealth across different geographies requires a structure that connects banks, international asset managers, and specialized advisors. From there, the design of a comprehensive strategy ensures that decisions are executed consistently and with a long-term perspective.

From Financial Advisory to Comprehensive Wealth Coordination

The global market reflects an evolution in the way wealth management is understood. Three Sixty emphasizes that providing comprehensive support involves far more than offering investment advice: it requires coordinating the various stakeholders involved, ensuring consistency among financial providers, lawyers, tax advisors, and asset managers, and maintaining alignment of decisions over time.

As Luigi Piedra, Chief Executive Officer, explains:
“Wealth advisory begins with understanding the family, its objectives, and the challenges it faces. From there, our role is to accompany, coordinate, and ensure that all decisions remain aligned over time.”

This model reduces fragmentation in decision-making, streamlines processes, and provides a comprehensive vision that supports families throughout their wealth evolution.

Services That Integrate Three Sixty’s Offering

The firm provides an integrated ecosystem of services:

  • Investment advisory and portfolio management: diversified strategies aligned with the family’s profile and objectives, focused on capital preservation and risk-adjusted returns.

  • Wealth and succession planning: clear structures that ensure intergenerational continuity and organization.

  • Financial cost control and optimization: review of banking relationships and structures to enhance efficiency.

  • Financial planning: projections and scenarios that connect tactical decisions with long-term objectives.

  • Credit solutions management: sourcing and negotiating competitive financing while preserving liquidity.

  • Consolidated reporting: a unified view of global assets, regardless of jurisdiction.

  • Next Gen Program: technical and strategic education to prepare future generations.

  • Complementary services: coordination with specialists in family governance, international structures, alternative investments, and operational services.

Uruguay as a Strategic Regional Platform

A decisive milestone in consolidating the regional model was the expansion to Uruguay in 2023, closely linked to the choice of Zonamerica as its operational platform. Establishing operations in this business park responded to the need for an institutional and operational environment capable of supporting the group’s growth and long-term regional strategy.

Zonamerica has consolidated itself as one of the leading regional hubs for financial, technological, and corporate services, hosting local and international institutions operating under high standards of governance, security, and compliance. Its integrated ecosystem model—combining world-class infrastructure, connectivity, specialized services, and a regulated environment—provided Three Sixty with the appropriate framework to structure a modern and efficient regional platform.

From this base, the group centralized strategic functions, coordinated teams across different countries, and strengthened internal processes, ensuring consistent service delivery aligned with its long-term wealth vision. Its presence in Zonamerica also facilitated interaction with international banks, asset managers, and specialized providers, promoting collaboration and greater integration within the regional financial ecosystem.

Regional Expansion and Proximity to Families

Building on its Uruguay platform, Three Sixty began a gradual expansion process. In 2025, it opened a representative office in Ecuador, addressing growing demand for sophisticated wealth advisory services. With 22 professionals across Peru, Uruguay, and Ecuador, the firm now supports families from various countries in the region.

Growth has been selective: service quality and close relationships with each family remain the priority.

Global volatility, high interest rates, and geopolitical tensions have reinforced the importance of diversification. Three Sixty manages multi-asset portfolios combining fixed income, global equities, and alternative assets such as private equity, private debt, and infrastructure. Its methodology prioritizes consistency and risk-adjusted returns, using an integrated framework that combines a top-down macro perspective with rigorous bottom-up asset selection.

Strategic Outlook Toward 2026

Looking ahead to 2026, the firm anticipates a scenario of moderate growth driven by fiscal and monetary stimulus, with artificial intelligence as a structural driver. This implies a gradual rotation from assets concentrated in the United States toward opportunities in other developed and emerging markets. The firm also highlights the potential of private markets and infrastructure, alongside a positive view of gold as a store of value.

Strategy implementation is carried out in coordination with private banking partners, differentiating long-term structural decisions from tactical adjustments designed to capitalize on market distortions.

International Recognition and Positioning

Three Sixty has been recognized by Leaders League and awarded by Citywire as Best Family Office in Peru, validating its model and service quality. For the firm, these awards reinforce its commitment to continuous improvement, process professionalization, and service consistency. They are not a final destination but an additional requirement to raise standards year after year.

In its next stage, the group will prioritize consolidation through quality over volume, deepening its presence in current markets and selectively evaluating new jurisdictions. It will strengthen internal capabilities, specialized talent, and tools that further integrate wealth management.

The firm will continue developing key areas such as family governance, intergenerational planning, and next-generation education, recognizing that the value of an MFO lies at the intersection of strategy, organization, and family continuity.

In a context of increasing regulatory complexity and increasingly internationalized assets, Three Sixty is committed to an active and evolving model, capable of supporting sophisticated wealth with a vision designed to transcend generations.

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