MICHAEL T. ZUENDEL, FOUNDER/CEO

An Introduction to Legacy Bridge:
Protecting and Growing Your Life Worth

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 an institutional corner of the family office industry that was growing increasingly complacent and lazy. Mike and his family have been involved in the family office segment for decades. The genesis of the founding
of Legacy Bridge Private Family Offices was Mike not being able to find what his family needed: 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 out belief that through these efforts, your family, its values and wealth will thrive across the span of generations.

“OUR TEAM’S EXPERTISE AND EXPERIENCE ALLOWS FAMILIES TO FULFILL THEIR PURPOSE OF ACHIEVING A LIFE WELL-LIVED. IT ALLOWS THEM THE GREATEST FREEDOM OF ALL—THE FREEDOM OF TIME.” – FOUNDER
 

DECADES OF EXPERIENCE. DEDICATED TO YOU.

Timothy Kadlec

Chief Investment Officer

Cindy Eaton CTFA

Vice President

Steve Musser

Senior Investment Strategist

Bobbie Areges

Executive Assistant

Carly Zuendel

Administrative Manager

What we stand for. How we stand with you.

We are more than advisors.

More than money managers.

More than investment consultants.

We are your partner.

Working together to help you build your legacy beyond wealth.

We create pathways to help you achieve your potential for a life well-lived.

Whatever your dream, your passion, your purpose—we help make it happen.

Because we understand your Life Worth is more than investments and assets.

It’s growing personally, sharing passionately and contributing impactfully in the world.

This is your legacy.

We are Legacy Bridge.