CARLY ZUENDEL

Administrative Manager

“Appreciating my unique position as the ‘next-gen’ within a multi-generational firm serving multi-generational wealth, I believe my experiences enable me to bring an invaluable perspective to complex, incredibly nuanced dynamics that exist at the intersection of a family, its business and wealth. Our commitment to the work we do here allows the families we serve to sustain both their values and wealth across the span of time.”

PROFESSIONAL HIGHLIGHTS

Focused on serving the varied needs of enterprising, multi-generational families
Expertise in delivering a high level of service and administrative support for families’ day-to-day needs
Commitment to supporting ultra-high-net-worth client relationships
Wealth management experience working on estates, trusts, and family partnerships, including data aggregation and reporting
Owned and operated an art gallery in the East Village of Des Moines, IA that represented local and regional talent
Active in the community and a supporter of mental health awareness, the American Heart Association, and the Alzheimer’s Association, among others

5+

Years of Experience in In Family Office Services

A FAMILY OFFICE BUILT FOR DEFINING MOMENTS

Purposeful investing and Family Office leadership that protects your continuity across generations.