Destiny Family Office

Overview

Destiny Family Office is a multi-family office founded in 1991. It provides investment and life-planning services to affluent individuals, entrepreneurs, entertainers, athletes and their families. Its areas of expertise include investment and portfolio management, asset protection, budgeting, educational funding and philanthropy. Advisory services include financial planning, pension consulting and selecting other advisers. It manages portfolios for individuals, small businesses and pooled investment vehicles. Fees include asset-based and hourly fees.

Services

• Financial planning
• Portfolio management for individuals and small businesses
• Portfolio management for pooled vehicles
• Pension consulting
• Investment adviser selection

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selecting other advisers

Location

See more firms in Florida.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 338015), filed 09/16/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.