Legacy Bridge Private Family Offices

Legacy Bridge Private Family Offices, established in 2015 by Michael T. Zuendel and Tim Kadlec, specializes in serving high-net-worth families and individuals as a family office. The firm offers investment management services, developing investment objectives and asset allocation plans to minimize volatility and enhance diversification. Additionally, they provide private family office services, including administrative support, financial reporting, philanthropic planning, and overseeing complex trusts and partnerships. Legacy Bridge typically manages client assets on a fully discretionary basis, tailored to each family's unique needs and priorities. The firm charges advisory fees based on a fee schedule agreed upon with the client, generally representing a maximum of 1% of assets under management. Legacy Bridge encourages diversification to reduce risk and does not guarantee specific investment outcomes. The firm also offers performance-based fee arrangements for certain clients, subject to approval on a case-by-case basis. Legacy Bridge acts as a fiduciary, placing clients' interests above their own and following a Code of Ethics. The firm has no disciplinary events to report and recommends Schwab as a custodian for client assets. Clients have the option to direct brokerage and Legacy Bridge may aggregate orders to reduce execution costs. The firm provides regular account reviews and has the authority to vote proxies on behalf of clients. Legacy Bridge's team includes experienced professionals like Tim Kadlec, Chief Investment Officer, and Stephen Musser, Portfolio Manager, who bring decades of financial industry expertise to the firm.