Legacy Bridge Private Family Offices

Legacy Bridge Private Family Offices serves high‑net‑worth families, related family entities, and select trusts, estates and foundations, generally providing fully discretionary investment management alongside comprehensive private family office services. The firm reports discretionary assets under management of $425,754,729 and supports clients with investment planning, consolidated reporting, bill‑pay and administrative oversight of trusts, LLCs and other family documents.

The firm’s investment approach emphasizes diversified, asset‑allocation driven portfolios tailored to each family’s objectives and risk tolerance, employing individual securities, mutual funds, ETFs and third‑party managers as appropriate. Legacy Bridge provides aggregated performance reporting with sub‑asset class benchmarks and periodic reviews, and it offers negotiated performance‑based fee arrangements for certain clients with written methodologies (including a possible year‑end true‑up) and stated procedures to address related conflicts of interest.

Noteworthy distinctions include the firm’s use of performance‑based fee structures and detailed consolidated performance reporting of both managed and non‑managed assets—features that are less common among similar supported firms. The brochure also documents operational practices that stand out, such as engagement of ProxyEdge/Broadridge and reliance on Egan‑Jones proxy guidelines for voting, and a third‑party vendor arrangement that retains 20% of class‑action recoveries.