What does it look like when a wealth management firm stops waiting and starts building?
In this episode, Tom Ruggie sits down with Sean Beierly, Head of AI Product and Platform at Destiny Intelligence — the newly formed AI-focused entity within the Destiny family of companies. Sean spent more than two decades in Silicon Valley and at Amazon leading AI innovation teams before joining Destiny as employee number one.
Tom and Sean discuss why Tom moved early to create Destiny Intelligence, what they’re actually building (including a digital twin of Tom, AI tools for the advisor team, and a modernized planning framework), and why the firm’s proprietary frameworks matter more in an AI era, not less.
They also dig into Destiny Access, the firm’s private investment platform, why the next 18 to 24 months may represent a once-in-a-generation window in private markets, and what any entrepreneur or business owner should do right now if they feel like they’re already behind on AI.
Learn more about Destiny Intelligence: destinyfamilyoffice.com/destinyintelligence
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