Family Office
Empower Your Wealth. Shape What Comes Next.
Destiny Family Office supports families with significant wealth who want a structured, intentional approach to expanding their opportunities.
Our multifamily office platform integrates wealth strategy, private investment access, and coordinated oversight across advisors and entities so your wealth is positioned to grow, evolve, and endure.
A Purpose-Driven Approach
We serve families who have built meaningful wealth and want guidance that matches their complexity.
Our role is to help you navigate, strengthen, and expand the ecosystem around your wealth so it can support the life, impact, and legacy you envision.
Empower Your Wealth. Shape What Comes Next.
Destiny Family Office supports families with significant wealth who want a structured, intentional approach to expanding their opportunities.
Our multifamily office platform integrates wealth strategy, private investment access, and coordinated oversight across advisors and entities so your wealth is positioned to grow, evolve, and endure.
A Purpose-Driven Approach
We serve families who have built meaningful wealth and want guidance that matches their complexity.
Our role is to help you navigate, strengthen, and expand the ecosystem around your wealth so it can support the life, impact, and legacy you envision.
Core Services
Guided by Strategy, powered by Access, and coordinated by Integration.
Comprehensive Wealth Strategy
Development of long term frameworks designed to help families and enterprises preserve, structure, and position wealth for future opportunity and generational continuity.
Private Market Access and Portfolio Management
Providing qualified investors access to select private investments and co-investment opportunities through institutional-level due diligence and oversight.
Trust and Estate Structuring
Collaboration with your tax and legal professionals to help ensure assets are organized, protected, and prepared for efficient transfer across generations.
Entrepreneur Advisory
Support for founders who are navigating liquidity events, growth, transitions, and the shift from operating businesses to multi generational wealth and opportunity.
Passion Asset Management
Integrating unique assets such as collectibles, art, or specialty investments into a cohesive overall wealth strategy.
Risk and Tax Coordination
Coordination with external specialists to help align entity structures, insurance, cash flow, and tax strategy in support of long term planning.
Comprehensive Wealth Strategy
Development of long term frameworks designed to help families and enterprises preserve, structure, and position wealth for future opportunity and generational continuity.
Private Market Access and Portfolio Management
Providing qualified investors access to select private investments and co-investment opportunities through institutional-level due diligence and oversight.
Trust and Estate Structuring
Collaboration with your tax and legal professionals to help ensure assets are organized, protected, and prepared for efficient transfer across generations.
Entrepreneur Advisory
Support for founders who are navigating liquidity events, growth, transitions, and the shift from operating businesses to multi generational wealth and opportunity.
Passion Asset Management
Integrating unique assets such as collectibles, art, or specialty investments into a cohesive overall wealth strategy.
Risk and Tax Coordination
Coordination with external specialists to help align entity structures, insurance, cash flow, and tax strategy in support of long term planning.
Institutional Relationships
Our strategic partnerships broaden your access to specialized expertise and sophisticated platforms.
Goldman Sachs Advisor Solutions is our primary custodian. This relationship provides access to institutional platforms, lending solutions, and investment banking resources that complement our advisory work.
Fieldpoint Private Bank & Trust provides a private banking relationship centered on customized credit and liquidity solutions for complex financial structures.
First Trust Capital Management L.P. conducts due diligence on investment managers, maintaining a proprietary database of firms and products, and assists in the sourcing, evaluation, and structuring of select private investment opportunities for qualified purchasers.
These relationships reflect our commitment to providing the tools, access, and infrastructure families need to elevate their planning and decision-making.
Destiny Scorecard
The Destiny Scorecard is a proprietary tool developed by Destiny Family Office. It is designed to help families understand how well their overall wealth framework is structured and aligned with their long term goals.
The Scorecard provides perspective on areas such as organization, governance, preparedness, liquidity planning, and long term alignment. During your initial assessment, we walk through how these areas typically look when they are functioning at an ideal level.
Powered by Your Team
Meet the Founder
Thomas Ruggie
Destiny Family Office is led by Founder and CEO Thomas Ruggie, ChFC®, CFP®.
As an entrepreneur and investor, Tom understands the challenges, decisions, and opportunities that accompany significant wealth. His experience shapes the way we support families who want guidance that matches the complexity of their financial world.
Powered by Your Team
Meet the Founder
Thomas Ruggie
Destiny Family Office is led by Founder and CEO Thomas Ruggie, ChFC®, CFP®.
As an entrepreneur and investor, Tom understands the challenges, decisions, and opportunities that accompany significant wealth. His experience shapes the way we support families who want guidance that matches the complexity of their financial world.
