Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Real Estate, Venture Capital
Stage Focus
Seed, Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Media
- Retail
- Education
- Agriculture
- Transportation
- Hospitality
- Pharmaceuticals
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details
Legacy Bridge Private Family Offices is a family office based in West Des Moines, Iowa, specializing in wealth and legacy planning services. They offer comprehensive solutions including financial planning, investment management, and family governance to help preserve and grow family wealth across generations. Their mission is to assist families in building a legacy beyond wealth by providing personalized guidance and allowing individuals the freedom to live their Life Worth.
The firm provides a range of services such as family lifestyle concierge, accounting and reporting, family administrative support, education and special projects, and integrated planning. They collaborate with clients' existing advisors to ensure a comprehensive and collaborative approach to financial and estate planning. Their team, led by Founder and CEO Michael T. Zuendel, is dedicated to delivering prompt and informative support to those seeking more information or wishing to request a meeting.
Legacy Bridge Private Family Offices emphasizes a holistic approach to protecting and growing clients' legacies, focusing on aligning resources with values, goals, and dreams. They aim to create a legacy that endures for generations by offering purposeful investment strategies designed to align with clients' values and long-term vision. Their integrated team collaborates across disciplines, providing a single point of contact for all clients' financial, administrative, and lifestyle needs, ensuring total clarity and peace of mind.
Requirements
- High-net-worth families seeking comprehensive wealth and legacy planning services
Contact
[Official Website Hidden]
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Mentioned In
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$49.95
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$14.95
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$24.95
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$19.95
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$24.95
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