Legacy Bridge Private Family Offices Marks 10th Anniversary With Growth Across Team, Assets, and Client Base
August 14, 2026. WEST DES MOINES, IOWA.
Firm reports 454% growth in assets under management and 100% client retention since inception
Legacy Bridge Private Family Offices, a boutique multi-family office and registered investment adviser, today announced its 10th anniversary. Since its founding in August, 2016 by Michael T. Zuendel, the firm has grown its team, expanded its capabilities, and built a practice around families navigating the intersection of family, enterprise, and wealth.
Over the past decade, assets under management have grown 454%, reflecting a combination of net new client relationships and market appreciation. Across the same period, the firm reports a 100% client retention rate since inception. Legacy Bridge currently maintains a 1:1 employee to client ratio.
Zuendel founded the firm after decades of working alongside some of the largest companies in the United States, where he observed a consistent gap in how families were served.
“What was severely lacking was personal attention, a human being you could call on at any time who knew your family inside and out,” said Zuendel, Founder and Chief Executive Officer. “We are not a typical wealth management company that added on private family office services. There is no one size that fits all. Every service is built around the family that we are serving.”
That approach extends across the full scope of a family’s financial life, including portfolio management and the details that Zuendel says are often overlooked elsewhere.
Legacy Bridge also noted that its investment approach ranked 6 out of 1,018 in a peer group comparison.
“The mission here is personal to me,” Zuendel added. “We work with generations of families, and each person gets the same individual attention. I want to be the first call anybody in that family makes.”
