LEGACY BRIDGE STRENGTHENS FAMILY OFFICE OPERATIONS WITH ADDITION OF JILL ASAD, MBA

Jill Asad, MBA, Joins Growing Multi-Family Office

April 20, 2026. WEST DES MOINES, IOWA. Legacy Bridge Private Family Offices announced today that Jill Asad, MBA, has joined the firm as Client Services Specialist. Asad brings more than two decades of experience in financial services, with a strong foundation in financial operations, reporting, and process management. In her new role, she will support investment operations, trust-related activities, and client service, bringing a detail-oriented, client-focused approach to the families Legacy Bridge serves.

Asad believes that the most meaningful work often happens behind the scenes through reliability, trust, and thoughtful support—a philosophy that aligns closely with Legacy Bridge's commitment to exceptional client service.

"The strength of a family office rests as much on operational excellence and trusted service as it does on investment expertise," said Michael T. Zuendel, Founder and CEO of Legacy Bridge. "Jill brings the precision, discipline, and client-first mindset that give families confidence every detail is handled with care. We are delighted to welcome her to Legacy Bridge, and I know our clients will feel the same way."

Legacy Bridge helps wealth creators, wealth inheritors, and their families navigate the complexity of their financial lives so they can focus more fully on what matters most.

Asad's appointment reflects Legacy Bridge's continued investment in its client service and operations capabilities as the firm serves a growing number of entrepreneurial families, business owners, and multi-generational wealth stewards.

Prior to joining Legacy Bridge, Asad served as Senior Quality Assurance Administrator at Wells Fargo within mortgage servicing, where she supported investor claims, remittance activity, reconciliations, reporting, and audit functions, with a strong focus on accuracy, compliance, and cross-functional collaboration. Earlier in her career, she held banking and financial operations roles at Clarke County State Bank. She earned a Master of Business Administration with an emphasis in International Business from Washington State University and a Bachelor of Business Administration from Grand View University.

"I'm honored to join an organization committed to thoughtful stewardship, strong relationships, and long-term impact," said Asad. "Throughout my career, I've seen how operational excellence and attention to detail help build trust and create better outcomes for clients. I look forward to supporting Legacy Bridge's families with the care, responsiveness, and reliability they deserve." 

About Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices was established by Founder and CEO Michael T. Zuendel to provide tailored wealth and investment management capabilities, and family office services to serve high-net-worth clients. The firm exists at the intersection of a client's family, their enterprise and wealth, the very complex space where the rational and emotional create ever-evolving dynamics that need to be carefully understood and expertly managed. The firm is headquartered in West Des Moines, IA. To learn more, please visit https://legacybridgepfo.com.