A multi-generational organization stretches to reach its full potential.
Overview
The Zell Family Office (ZFO) is a family-focused wealth management office supporting the needs of first and second generation family members, offering a range of services for enhancing their overall well-being, from their health to their finances.
DELIVERED
A defined brand through the development of the organization's purpose, mission, and vision.
A workshop to determine the organization's core values, a tone of voice, and personas representing three generations.
A comprehensive design system of reusable components, standards, and guidelines.
Detailed page layouts and demonstrations of page flow through Figma.
A functionary SharePoint application for synthesizing requests and materials to empower its users through connection, transparency, education, and unparalleled service.




