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Legacy Bridge Private Family Offices
Multifamily office listing in West Des Moines, Iowa, United States.
- SEC-registered
- Founded 2015
- Regulatory AUM
- $426 million
- Employees
- 8
- Founded
- 2015
- Published minimum
- $100,000
Boutique family office combining family office services and wealth management for multigenerational continuity.1
Overview
Legacy Bridge Private Family Offices integrates family office coordination with investment management for families managing complex wealth. The firm says its model supports business owners, executives, retirees, and multigenerational families.1
History
Michael T. Zuendel founded Legacy Bridge Private Family Offices in 2015.2
Leadership
Michael T. Zuendel is Chief Executive Officer and Founder. Tim Kadlec serves as Chief Investment Officer, and Tammy Fleming, CTFA, is Head of Family Office. The broader team includes Portfolio Manager Steve Musser, CFA, MBA; Senior Relationship Manager Jessica Bush, CFA; Director of Growth and Family Engagement Amanda Ewing; Senior Administrative Manager Carly Zuendel; Client Services Specialist Jill Asad, MBA; and Chief Compliance Officer Suzanne Hammer.3
Services
Family office services include Personal CFO oversight, administrative support, tax strategy, estate planning coordination, wealth transfer, family governance, philanthropy, and concierge services. Legacy Bridge coordinates clients’ attorneys, CPAs, insurance professionals, and other specialists while organizing documents, tracking action items, and supporting follow-through.4
What the firm offers
- Investment management
- Tax planning
- Estate planning
- Philanthropy
- Family governance and education
- Administration and bill pay
- Risk and insurance
- Business owner services
- Private and alternative investments
Client Focus
Legacy Bridge says it serves business owners, executives, retirees, and multigenerational families with complex wealth. Its SEC Form CRS describes services for high-net-worth families and individuals through investment management and family office services.5
Approach
The firm assigns each asset type a primary and secondary purpose across fixed income, equities, real assets, and alternative investments. Its investment process includes discovery, asset selection and monitoring, and customized reporting during quarterly reviews.6
Legacy Bridge Private Family Offices is listed by the SEC as an investment adviser effective January 22, 2016, under CRD 282261 and SEC file 801-107113.7
Assets and Minimums
The firm’s Form CRS states that it generally requires a minimum annual investment management fee of $100,000, while retaining discretion to accept accounts with lower fees. Fees are negotiated according to relationship size, complexity, and services.5
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $148 million | $148 million | $0 |
| 2017 | $161 million | $161 million | $0 |
| 2018 | $173 million | $173 million | $0 |
| 2019 | $163 million | $163 million | $0 |
| 2020 | $217 million | $217 million | $0 |
| 2021 | $256 million | $256 million | $0 |
| 2022 | $288 million | $288 million | $0 |
| 2023 | $293 million | $293 million | $0 |
| 2025 | $326 million | $326 million | $0 |
| 2026 | $426 million | $426 million | $0 |
| Year | Average AUM per client |
|---|---|
| 2018 | $13 million |
| 2019 | $12 million |
| 2020 | $11 million |
| 2021 | $9 million |
| 2022 | $9 million |
| 2023 | $8 million |
| 2025 | $8 million |
| 2026 | $6 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 39 |
| High net worth individuals | 27 |
| Charities | 1 |
| Year | Employees |
|---|---|
| 2016 | 3 |
| 2017 | 5 |
| 2018 | 5 |
| 2019 | 5 |
| 2020 | 5 |
| 2021 | 8 |
| 2022 | 7 |
| 2023 | 7 |
| 2025 | 8 |
| 2026 | 8 |
FAQs
When was Legacy Bridge Private Family Offices founded?
Michael T. Zuendel founded the firm in 2015.2
What services does Legacy Bridge provide?
Services include Personal CFO oversight, administrative support, tax strategy, estate planning coordination, wealth transfer, family governance, philanthropy, concierge support, and investment management.4
What investment minimum does the firm generally require?
The firm’s Form CRS says it generally requires a minimum annual fee of $100,000 for investment management, with discretion to accept lower-fee accounts.5
Related resources
- LocationMultifamily offices in Iowa
This Iowa focused directory helps families compare multifamily office options by service mix, location, and client focus. It gives an owner considering Legacy Bridge Private Family Offices a broader view of how investment management, tax planning, administration, and family governance services may be organized in the region.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, succession, and related planning decisions. A reader can use these materials to prepare questions about estate planning, tax planning, philanthropy, and multigenerational continuity when evaluating a family office for personal and business needs.
- Network siteFamilyOffices.com
FamilyOffices.com provides educational resources and a community centered on single family offices, multifamily offices, and wealthy families. Its discussions can help a prospective client think through family governance, education, administration, private investments, and the level of coordination needed across generations.
- GuideHow multifamily offices invest
This MultifamilyOffices.com guide explains common ways multifamily offices allocate capital across public markets, private investments, alternatives, and other strategies. It can help a business owner assess how investment management conversations might connect with liquidity needs, risk planning, and long term family objectives.
- Similar firmsValiant Wealth, LLC
GRIT Family OfficeProfiles for Valiant Wealth, LLC and GRIT Family Office offer additional points of comparison within this site's family office directory. Reviewing their stated services and client focus can help a reader clarify which questions to ask about governance, insurance, bill pay, business owner support, and wealth management.
Sources
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.
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