Three Sixty Multi Family Office and the development of a key partner for the region

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

Three Sixty Multi Family Office: A Regional Perspective

Founded in 2017, Three Sixty Multi Family Office was established with the goal of providing comprehensive wealth management services. Its approach is centered on offering financial advisory services, estate planning, legal and tax structuring, and coordination with specialists, credit solutions, and family governance, to assist families in managing increasingly sophisticated wealth.

The growth of diversified wealth across different regions 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 advice to comprehensive wealth management

The global market reflects a shift in how wealth management is understood. Three Sixty emphasizes that providing comprehensive support involves much more than simply offering investment advice: it requires coordinating the various stakeholders involved, ensuring consistency among financial providers, lawyers, tax advisors, and asset managers, and keeping decisions aligned over time.

As Luigi Piedra, CEO, explains, “Wealth management begins with understanding the family, its goals, and the challenges it faces. From there, our role is to guide, coordinate, and ensure that all decisions remain aligned over time.”

This model helps reduce fragmentation in decision-making, streamline processes, and provide a comprehensive view that tracks families’ wealth over time.

Services included in the Three Sixty offering

The company offers an integrated ecosystem of services:

• Investment portfolio advisory and management: diversified strategies tailored to the family’s profile and objectives, focused on preserving capital and optimizing risk-adjusted returns.
• Estate and succession planning: clear structures that ensure continuity and order across generations.
• Financial cost control and optimization: reviewing banking relationships and structures to improve efficiency.
• Financial planning: projections and scenarios that link tactical decisions to long-term goals.
• Credit solutions management: sourcing and negotiating competitive financing options that preserve liquidity.
• Consolidated reporting: a unified view of global assets, regardless of jurisdiction.
• Next Gen Program: Technical and strategic training to prepare the next generation.
• Complementary services: coordination with specialists in family governance, international structures, investment alternatives, and operational services.

Uruguay as a strategic regional hub

A key milestone in the consolidation of the regional model was the expansion intoUruguayin 2023, a decision that was closely linked to the choice ofZonamericaas the operational platform. The decision to establish operations in this business park was driven by the need for an institutional and operational environment that could support the group’s growth and underpin a long-term regional strategy.

Zonamerica has established itself as one of the leadingregional hubsfor financial, technology, and corporate services, hosting local and international institutions that operate under high standards of governance, security, and compliance. Its integrated ecosystem model—which combines world-class infrastructure, connectivity, specialized services, and a regulated environment—provided Three Sixty with the ideal framework for building a modern and efficient regional platform.

From this base, the group was able to centralize strategic functions, coordinate teams spread across different countries, and strengthen its internal processes, ensuring consistent service delivery aligned with its long-term investment vision. Its presence in Zonamerica also facilitated interaction with international banks, asset managers, and specialized providers, fostering a collaborative approach and greater integration within the regional financial ecosystem.

Regional expansion and close ties with families

With its base in Uruguay, Three Sixty began a process of gradual expansion. In 2025, it opened a representative office inEcuador to meet growing demand for sophisticated wealth management services. With 22 professionals across Peru, Uruguay, and Ecuador, the firm now serves families in various countries throughout the region.

Growth has been selective: our priority remains the quality of service and our close relationship with each family.

Global volatility, high interest rates, and geopolitical tensions underscored the importance of diversification. Three Sixty manages multi-asset portfolios that combinefixed income, globalequities, andalternative assetssuch asprivate equity,private debt, and infrastructure. Its methodology prioritizes consistency and risk-adjusted returns, using a comprehensive framework that combines atop-downmacro view with rigorousbottom-upasset selection.

A 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 serving as a structural driver. This implies a gradual shift from assets concentrated in the United States toward opportunities in other developed and emerging markets. It also highlights the potential of private markets and infrastructure, along with a positive outlook on gold as a store of value.

The strategy is implemented in coordination with private banks, distinguishing between long-term structural decisions and tactical adjustments designed to capitalize on market distortions.

International recognition and standing

Three Sixty has been recognized byLeaders Leagueand awarded byCitywireasthe Best Family Officein Peru, an accolade that validates its business model and quality of service. For the firm, these awards reinforce its commitment to continuous improvement, the professionalization of processes, and consistency in service delivery. They do not represent a point of arrival, but rather an additional challenge to raise standards year after year.

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

It will continue to develop key areas such as family governance, intergenerational planning, and education for the next generation, recognizing that the value of an MFO lies at the intersection of strategy, organization, and family continuity.

In an environment marked by greater regulatory complexity and increasingly globalized wealth, Three Sixty is committed to an active and evolving model capable of supporting sophisticated wealth management with a vision designed to transcend generations.