Legacy Bridge Private Family Offices
Overview
Legacy Bridge Private Family Offices is a family office based in West Des Moines, Iowa, specializing in wealth and legacy planning services. They offer comprehensive solutions including financial planning, investment management, and family governance to help preserve and grow family wealth across generations. Their mission is to assist families in building a legacy beyond wealth by providing personalized guidance and allowing individuals the freedom to live their Life Worth. The firm provides a range of services such as family lifestyle concierge, accounting and reporting, family administrative support, education and special projects, and integrated planning. They collaborate with clients' existing advisors to ensure a comprehensive and collaborative approach to financial and estate planning. Their team, led by Founder and CEO Michael T. Zuendel, is dedicated to delivering prompt and informative support to those seeking more information or wishing to request a meeting. Legacy Bridge Private Family Offices emphasizes a holistic approach to protecting and growing clients' legacies, focusing on aligning resources with values, goals, and dreams. They aim to create a legacy that endures for generations by offering purposeful investment strategies designed to align with clients' values and long-term vision. Their integrated team collaborates across disciplines, providing a single point of contact for all clients' financial, administrative, and lifestyle needs, ensuring total clarity and peace of mind.
Investment Focus
- High-net-worth families seeking comprehensive wealth and legacy planning services
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Frequently asked questions about Legacy Bridge Private Family Offices
What sectors does Legacy Bridge Private Family Offices invest in?
Legacy Bridge Private Family Offices invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in West Des Moines, United States. Legacy Bridge Private Family Offices is listed as a family office in the ConnectSafely investor database.
What stage does Legacy Bridge Private Family Offices invest at?
Legacy Bridge Private Family Offices backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Legacy Bridge Private Family Offices invest in?
Legacy Bridge Private Family Offices invests across United States.
Who are the partners at Legacy Bridge Private Family Offices?
Team members listed for Legacy Bridge Private Family Offices include Mike Zuendel (Chief Executive Officer / Founder) and Cindy Eaton (Vice President of Family Office Services, CTFA).
How do I contact Legacy Bridge Private Family Offices?
Legacy Bridge Private Family Offices's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
