Legacy Bridge Private Family Offices exists at the intersection of a family, their enterprise and wealth—the very complex space where the rational and emotional often create ever-evolving dynamics that need to be understood and expertly managed. It is a challenging niche that we are passionate about and find incredibly fulfilling. We could not imagine a greater purpose and are honored to serve the families who view us as being their team.

The firm was founded by Michael T. Zuendel in 2015 with the purpose of challenging the status quo of a financial industry that was growing increasingly complacent and lazy. The founder’s family have been involved in the family office segment for decades. The genesis of the founding of Legacy Bridge Private Family Offices was the pervasive impact of having unanswered needs: investment performance, bespoke service, and fair and transparent fees. 

Everything we do is to ensure we provide compelling investment, advisory and family office solutions through an exceptional and engaging client experience. It is our belief that through these efforts, your family, its values and wealth will thrive across the span of generations.