What is Wealth Management? – ft Thomas Ruggie

💭 What good is wealth if it divides a family—or disappears in one generation? In this episode of Trust This, attorney Joe Seagle sits down with Thomas Ruggie, founder and CEO of Destiny Family Office, to talk about what it really means to manage wealth wisely. Tom explains how wealthy families plan not just for money—but for the future, relationships, and even personal values. They explore how a family office works (think of it like a personal financial team), the difference between managing wealth for one family vs. many, and how smart planning can help avoid conflict or confusion down the line.

Tom also dives into big topics like investing in unique opportunities (beyond stocks), preparing the next generation to handle wealth, and why mindset matters just as much as money.

🎧 Don’t miss it—tune in to Trust This: Tactics & Strategies wherever you get your podcasts.

👤 Who is Thomas Ruggie? Tom Ruggie is a visionary wealth manager, executive, and entrepreneur with more than three decades of experience in the financial services industry. He has built one of the country’s most respected wealth management organizations—comprising an independent Registered Investment Advisor (RIA), multiple wealth management firms, alternative investment and co-investment funds. Exclusive investment opportunities designed to enhance client offerings In 2017, Tom launched Destiny Family Office to support individuals and families navigating the complexities of managing significant wealth. His goal: to deliver a single-family office experience within a multi-family office structure. Tom’s journey is one of resilience and determination—not inherited privilege. His success is rooted in hard work and a personalized, purpose-driven approach to client service.

💬 Connect with Tom:
🔗 Website: https://destinyfamilyoffice.com/
https://www.linkedin.com/company/destiny-family-office/
https://www.youtube.com/channel/UCKI_stShu4H5r3job-TjNMg