Stay ahead with insights that matter. From market shifts to emerging opportunities, we deliver timely perspectives to help you make informed decisions and build a stronger future.
As families accumulate wealth and complexity, their financial, operational, and relational dynamics become increasingly difficult to manage. The question often arises: When is it time to formalize structure through a family office?
When family dynamics spill into the boardroom, even the strongest enterprises can lose their footing. This paper explores why family businesses must distinguish the “business of the family” from the “family business,” how embedded family office structures emerge—and when it’s time to separate them.
To appreciate the potential impact of artificial
intelligence, consider the direction and reach of capital investments.
The US equity markets posted solid gains for the second week in a row, as geopolitical relief trumped lingering economic crosscurrents.
U.S. equities delivered solid gains in the holiday-shortened week ending April 3, 2026. The S&P 500 rose 3.4%, the Nasdaq Composite advanced 4.4%, the Russell
US equities posted modest declines for the week ending March 27, 2026, with the S&P 500 down 2.1%, the Nasdaq Composite falling 3.2%, the Russell
US equity markets navigated a challenging week ending March 20, 2026, amid persistent geopolitical tensions, elevated energy volatility, and mixed signals from monetary policy.
In this Q4 update, we provide a snapshot of portfolio performance, positioning, and key holdings within our large-cap core equity strategy.
This Q2 update outlines portfolio performance and positioning across sectors and key holdings within our large-cap core equity strategy.
In this Q4 update, we provide an overview of portfolio performance, positioning, and key holdings within our large-cap core equity strategy.
This Q3 update highlights portfolio performance and positioning across sectors and key holdings within our large-cap core equity strategy.
In this mid-year update, we review key market developments from the first half of the year and outline our perspectives on the economic and investment landscape moving forward.
This mid-year outlook provides an overview of market conditions, economic trends, and portfolio considerations shaping the investment environment at the halfway point of the year.
This release highlights Amanda Ewing’s appointment as Director of Growth and Family Engagement and her role supporting client relationships and strategic initiatives at Legacy Bridge.
This news highlights the appointment of Legacy Bridge Founder and CEO Mike Zuendel to the Banner Alzheimer’s Institute Foundation Board and his continued involvement in supporting research and advocacy.
This update introduces Tammy Fleming’s addition to the Legacy Bridge team and outlines her experience serving families in wealth management and fiduciary advisory roles.
This milestone marks the opening of Legacy Bridge’s new headquarters in West Des Moines, designed to support the firm’s continued growth and service to client families.
