Founded by Thomas H. Ruggie, Destiny Family Office serves high-net-worth and ultra-high-net-worth, and has been chosen as a finalist in the 9th Annual Family Wealth Report Awards in the Multi-Family office category (including and up to $2.5 Billion in Assets under Advisement or Management).
According to Stephen Harris, publisher of the Family Wealth Report and Clearview Financial Media’s CEO, “The Annual Family Wealth Report Awards recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth, and trusted advisor communities in North America.”
Ruggie commented after being selected as a finalist “We founded our firm with a mission and purpose forged by what we saw as an unanswered need in the marketplace: families seeking advocacy, compelling wealth and investment management capabilities, and execution—without compromise. While we serve many families, we operate as though we are the team serving a single family. We seek to get to know them intimately, coming to appreciate both their articulated and unarticulated needs, their challenges and aspirations. Only then can we truly deliver an exceptional experience uniquely tailored to them—a hallmark of our firm.”
“From the perspective of our clients, it’s more than how we manage their financial needs and implement strategies; it’s how we stand beside them along their journey, helping them to better navigate the great complexity that encompasses their business, financial, and personal worlds,” he added.
The awards are judged by a panel of 40 expert judges. Finalists are selected based on the entrances submissions, along with their responses to questions across quantitative an qualitative criteria, and their performance metrics.
“The firms and individuals in the 9th Family Wealth Report program are worthy competitors and the ones who have reached the Finalist stage are truly outstanding,” said Harris.
Winners will be announced on the 4th of May 2022, at the Family Wealth Report Gala at the Mandarin Oriental in New York City.
‘Destiny Family Office Named 2022 Family Wealth Report Awards Finalist‘- PR Newswire
