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Unique perspectives and compelling insights into Private Investments, Collectibles and the needs of the ultra-high-net-worth.

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For those seeking to interview our Founder and CEO, Tom Ruggie, ChFC®, CFP®, or wishing to have Tom present at an industry event, or for related media inquiries, please call Sheryl Garelick at (352) 343-2700 or email [email protected]. Additionally, you may submit your interest by completing the short form below. Thank you for your interest.

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Upcoming Speaking Engagements

Event Name & DateTopic Discussion
May 7th 2024
Palm Beach Family Office Forum
Curating Collections of Luxury Goods: Planning for Legacy and Posterity
May 15th 2024
WealthStack-RIA Edge-Inside ETFs
Collectibles: Investment, passion, or both?
June 5th & 6th 2024
RIA Intel Awards and Institutional Investor's 14th Annual RIA East Investment Forum
June 12th & 13th 2024
LinkBridge Global Investors Annual Meeting
Family Office Allocations II