A multi-generational organization stretches to reach its full potential.

Client

Zell Family Office

Timeline

4 months

Services

User Experience (UX)
Display of Zell Family Office application for managing wealth and assistance with individual requests.
Display of Zell Family Office application for managing wealth and assistance with individual requests.
Display of Zell Family Office application for managing wealth and assistance with individual requests.
Zell Family Office logo.

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.

Challenge

Design a SharePoint site that is accessible, easy to use and engaging to deepen connectivity and understanding, fostering continuous learning, and empower members.

Challenge

Design a SharePoint site that is accessible, easy to use and engaging to deepen connectivity and understanding, fostering continuous learning, and empower members.

Challenge

Design a SharePoint site that is accessible, easy to use and engaging to deepen connectivity and understanding, fostering continuous learning, and empower members.

Solution

Stratify the groups core values, preferred tone, and core personas supportive of their established identity within an a sophisticated SaaS application.

Solution

Stratify the groups core values, preferred tone, and core personas supportive of their established identity within an a sophisticated SaaS application.

Solution

Stratify the groups core values, preferred tone, and core personas supportive of their established identity within an a sophisticated SaaS application.

Impact

A transformative platform designed to encourage productive engagements while delivering a rich source of information.

Impact

A transformative platform designed to encourage productive engagements while delivering a rich source of information.

Impact

A transformative platform designed to encourage productive engagements while delivering a rich source of information.

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Contact

Let's start building your brand's unique story together.

Discover the difference a strong brand can make. Request a consultation today.

Contact

Let's start building your brand's unique story together.

Discover the difference a strong brand can make. Request a consultation today.

Contact

Let's start building your brand's unique story together.

Discover the difference a strong brand can make. Request a consultation today.