Thomas Ruggie Honored as National Advisor of the Year for Alternative Investments
In a remarkable recognition of excellence in the investment management field, Thomas Ruggie, ChFC®, CFP®, the founder and CEO of Destiny Family Office and Destiny Wealth Partners, was honored as the InvestmentNews 2025 Advisor of the Year for Alternative Investments. This prestigious accolade was awarded during a grand gala held in New York City on July 17, 2025, celebrating not just individual achievement, but also the continuous evolution of wealth and investment management practices across North America.
The InvestmentNews Awards spotlight industry leaders who are at the forefront of innovation, making significant impacts within the sector. Through this recognition, Ruggie has joined an elite cohort of trailblazers reshaping the landscape for high-net-worth and ultra-high-net-worth individuals.
Ruggie's journey in the financial services industry spans over three decades, during which he has consistently demonstrated a profound commitment to serving investors who traditionally lack access to alternative investment opportunities. His mission through Destiny Family Office is to democratize these private investments, providing clients with access to unique institutional-caliber platforms that include alternative, direct, and co-investment opportunities.
As a visionary strategist, Ruggie has not only established a range of investment funds but has also developed co-investment initiatives designed to enhance the offerings available to his clients. He possesses a deep understanding of various asset classes, including private equity, hedge funds, and private credit, enabling him to tailor portfolios that help preserve and enhance wealth through various market cycles.
Furthermore, his personal interests in collecting passion assets such as art, sports memorabilia, and exotic cars have enriched his perspective as an advisor. Ruggie frequently shares his insights on the strategic inclusion of these collectibles in investment and legacy planning discussions, offering clients a holistic view of wealth management.
Reflecting on his recent accolade, Ruggie expressed heartfelt gratitude to his clients for their enduring trust and confidence in his leadership. "Winning an InvestmentNews Award is more than just an accolade; it represents the pinnacle of excellence in our industry," he stated. Ruggie's emphasis on client-centric service and results-oriented strategies has propelled his firm's reputation in a rapidly evolving financial landscape.
The rigorous selection process for the InvestmentNews Awards involved esteemed industry experts who evaluated nominees based on their innovation, influence, and ability to deliver measurable results for clients. Winning this award not only enhances Ruggie’s professional narrative but also reinforces the mission and credibility of Destiny Family Office, which has built its name on integrity and exceptional service in financial management.
Established in 2017, Destiny Family Office operates with a commitment to simplifying the complexities faced by high-net-worth families, entrepreneurs, and executives. With a team dedicated to delivering high-impact financial and investment strategies while ensuring seamless coordination of legal and tax services, the firm endeavors to empower clients to focus on their passions and ambitions. Thomas Ruggie's achievements and the honor of being recognized by his peers further confirm Destiny Family Office's position as a leader in the wealth management sector, dedicated to making a meaningful impact in the lives of its clients.
The InvestmentNews Awards spotlight industry leaders who are at the forefront of innovation, making significant impacts within the sector. Through this recognition, Ruggie has joined an elite cohort of trailblazers reshaping the landscape for high-net-worth and ultra-high-net-worth individuals.
Ruggie's journey in the financial services industry spans over three decades, during which he has consistently demonstrated a profound commitment to serving investors who traditionally lack access to alternative investment opportunities. His mission through Destiny Family Office is to democratize these private investments, providing clients with access to unique institutional-caliber platforms that include alternative, direct, and co-investment opportunities.
As a visionary strategist, Ruggie has not only established a range of investment funds but has also developed co-investment initiatives designed to enhance the offerings available to his clients. He possesses a deep understanding of various asset classes, including private equity, hedge funds, and private credit, enabling him to tailor portfolios that help preserve and enhance wealth through various market cycles.
Furthermore, his personal interests in collecting passion assets such as art, sports memorabilia, and exotic cars have enriched his perspective as an advisor. Ruggie frequently shares his insights on the strategic inclusion of these collectibles in investment and legacy planning discussions, offering clients a holistic view of wealth management.
Reflecting on his recent accolade, Ruggie expressed heartfelt gratitude to his clients for their enduring trust and confidence in his leadership. "Winning an InvestmentNews Award is more than just an accolade; it represents the pinnacle of excellence in our industry," he stated. Ruggie's emphasis on client-centric service and results-oriented strategies has propelled his firm's reputation in a rapidly evolving financial landscape.
The rigorous selection process for the InvestmentNews Awards involved esteemed industry experts who evaluated nominees based on their innovation, influence, and ability to deliver measurable results for clients. Winning this award not only enhances Ruggie’s professional narrative but also reinforces the mission and credibility of Destiny Family Office, which has built its name on integrity and exceptional service in financial management.
Established in 2017, Destiny Family Office operates with a commitment to simplifying the complexities faced by high-net-worth families, entrepreneurs, and executives. With a team dedicated to delivering high-impact financial and investment strategies while ensuring seamless coordination of legal and tax services, the firm endeavors to empower clients to focus on their passions and ambitions. Thomas Ruggie's achievements and the honor of being recognized by his peers further confirm Destiny Family Office's position as a leader in the wealth management sector, dedicated to making a meaningful impact in the lives of its clients.
Topics Financial Services & Investing）
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