Challenge One
Complexity Without Coordination
Multiple entities, trusts, properties across states, and business interests each managed separately. Nobody sees the full picture.
Bloomington, IL · Fiduciary · Founded 2006
Your Family
Business Office.
Business owners and families building generational wealth. People who've spent years creating something real, and now need their financial life to work as well as everything else they've built. We bring investments, tax, estate, risk, and succession into one coordinated system — built around your life, not just your accounts.
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Families Served
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States Nationwide
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Years in Practice
Our Clients
A Specific Kind of Client.
Three Sixty is not the right fit for everyone. The business owners, executives, and established families we serve across the United States have financial lives that demand coordination, not just management. We do not take on every opportunity. We take on the right ones.
Business Owners & Entrepreneurs
You have built something significant. Now the questions are about what happens next. Transition, succession, liquidity, and protecting what you created for the people who matter most.
See If You Are a FitExecutives & C-Suite Leaders
Complex compensation. RSUs, options, deferred comp, concentrated stock. Multi-state income. AMT exposure. Your financial life demands coordination that most advisors cannot provide.
See If You Are a FitEstablished Families
Wealth that spans generations requires architecture, not just management. Estate planning, multi-generational coordination, and intentional structure that protects what you have built.
See If You Are a FitThe Reality Most Clients Face
Your Wealth Deserves Better Coordination.
Challenge Two
Fragmentation
Your financial life is scattered across advisors, firms, and documents that were never designed to work together.
Challenge Three
The Unknown Unknown
A trust provision that disqualifies a family member. A power of attorney naming the wrong person. Silent risks nobody finds until something forces them into the light.
Challenge Four
No Quarterback
You want one advisor who coordinates everything. Not a collection of specialists who optimize in isolation and conflict in practice.
Our Framework
The WEALTHPRINT
Framework
We look at every client relationship through five structural lenses. Built to find the specific weaknesses in your financial life before they become real problems.
Control
Who actually has authority over your wealth, and whether it holds when tested.
Continuity
What happens to your plan when something changes without warning.
Alignment
Where your decisions quietly conflict instead of reinforce each other.
Structure
How your wealth is held, organized, and built to transfer.
Dependence
Where your outcomes rely on assumption instead of structure.
Why Three Sixty
Designed,
Not Assembled.
We work alongside your CPA, attorney, and other advisors — so no decision gets made in isolation. A change to your estate plan shows up in your tax strategy. A shift in your business shows up in your investments. That's coordination. Most firms just call it planning.
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Fiduciary. Always.
Legally and ethically bound to act in your best interest. No commissions, no conflicts, no exceptions.
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The Architectural Approach
Every financial decision designed to account for every other from the start, not retrofitted after the fact.
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Collaborative, Not Competitive
We coordinate the whole rather than compete for pieces of it.
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Multi-Generational by Design
Wealth transfer, governance, and next-generation education built in from the beginning, not added later.
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Proactive by Standard
We reach out first with updates and opportunities before they become urgent. You should never have to chase your advisor.
The First Step
This Is Not a Sales Meeting.
Before any design, any advice, or any execution, we start with a conversation to see if you qualify. If you do, that leads to a Strategy Review — a structured diagnostic that reveals where control is real, where continuity holds, and where the gaps are. You walk away with clarity regardless of what you decide next.
What to Expect
The Wealth Control & Continuity Strategy Review
- A structured conversation around your five foundational pillars: Control, Continuity, Alignment, Structure, and Dependence
- A clear look at where your outcomes rely on structure versus assumption
- An honest picture of where the gaps exist before any recommendations are made
- Results: Visibility | Focused Direction | Relentless Execution
Complimentary · No Obligation · Conducted by Jim Dischert
Begin the Conversation
Ready for Clarity?
One conversation. You will leave with greater visibility into your situation
and a focused direction on what comes next.
