Tom Ruggie Moderates Elite Panel at Palm Beach Family Office Forum

May 8, 2024

Tom Ruggie, ChFC®, CFP® was joined by panelists Ronald Varney of Ronald Varney Fine Art Advisors, John Castrucci of RSM US, LLC and Ken Ahn of Hagerty for a discussion on Curating Collections of Luxury Goods: Planning for Legacy and Posterity. Together, they delved into the world of collectibles as an asset class, exploring strategies for asset protection, preservation, valuation, and succession planning including passing on legacies to future generations. 

Day Pitney’s annual Palm Beach Family Office Forum is led by Partner R. Scott Beach, chair of the firm’s Corporate and Business Law department and head of its Family Office practice, and brought together family office thought leaders, clients and friends from the legal, accounting and financial industries.  Scott’s aim for these Forums is to “provide insightful content and thought leadership in a unique forum where attendees can exchange ideas, share opportunities, and build a dynamic investment ecosystem.”

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