Destiny Family Office, a Destiny Wealth Partners firm, has been named a finalist in the prestigious Eleventh Annual Family Wealth Report Awards in the Multi-Family Office category (up to and including $2.5 Billion in Assets Under Management/Assets Under Advisement) for a third year in a row. According to ClearView Financial Media, publisher of Family Wealth Report, independence, integrity, and genuine insight are focus areas for the judging process, which is conducted by expert panels that consist of judges from family offices, private banks, trusted advisors, consultants, and other professional service providers with deep industry experience.

“We are honored to have been recognized again and to stand alongside a special group of peers. 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 services, and consistent execution—without compromise. This recognition highlights the incredible commitment and dedication of our team who strive to deliver an exceptional client experience that is tailored to the unique situations, goals, and aspirations of those we serve,” said Tom Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Family Office.

The firm works to help wealth creators, wealth inheritors and their families better navigate complexity and achieve peace of mind, by helping to protect what is most important to them and by helping position them for continued success and prosperity spanning generations.

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was the first to congratulate all finalists, “Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. These awards give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms—they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of Family Wealth Report winners.”

Finalists are selected based on entrants’ submissions and their response to questions across a range of qualitative and quantitative criteria and performance metrics. The judging process is rigorous and independent. Winners will be announced May 2, 2024, at the Eleventh Annual Family Wealth Report Gala at the Mandarin Oriental in New York City.