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About

Redefining the family office

Promoting well-being to unleash potential.

When it came to his family and colleagues, Sam showed endless loyalty and support. We keep that legacy alive by reimagining what a family office can be — offering guidance and services focused on overall well-being and the five types of family capital.

But this goes beyond a single family. Enhancing well-being is how all families and communities can thrive, and we’re eager to collaborate with other family offices to make that happen together.

1 Family Office
5 Types of Family Capital

The services we offer

Finances are important, and we look after our investment portfolio with excellence and unmatched expertise. But our idea of “greatness” goes way beyond finances, so our services do too.

Family engagement, learning and seminars
Family support
Governance support
Philanthropy administration and planning
Financial Services and Tax
Trust and Estate Services
Investment Management
Risk Management
Business Management Services
Family Office Consultant Services

ZELL GROUP COMPANIES

Our office is part of the larger Zell Group, all delivering unique services and capabilities.
Chai Trust

Fiduciary responsibilities and oversight

chaitrust.com
EGI

Direct or private investing

egizell.com
Zell Family Trust

Financial and human capital management

Our founder’s storied career

Sam Zell

Over a 60-year career, Sam built an empire of companies that created thousands of jobs. He built a reputation that was just as big — for seeing around corners, staying loyal, always learning and changing, and simply loving what he did. We strive every day to follow Sam’s lead.

As you might have gathered, Sam had a big personality and held firm beliefs. The values that drove his success — and earned him immense respect — are now ours to uphold.

Shem Tov

We always act responsibly, with integrity and transparency. We take significant pride in the Zell family name and work to protect the trust and reputation that it has earned.

Growth

We are driven by forward progress, constantly evolving and expanding our abilities and the possibilities of what we can bring to life.

Self-Awareness

We are committed to having a comprehensive understanding of our present condition, including our mental, emotional, physical, and financial dimensions.

Connection

We seek to deeply understand one another’s motivations, problems to solve and opportunities to capture. This close bond is the force that strengthens our unity over time, it is our multiplier.

Loyalty

For us, relationships are everything.

Making an impact matters to the Zell family, and it’s more than a phrase — it’s something we deeply mean. We commit to philanthropic ventures that benefit from our guidance, leadership and investment.

Matthew Zell Family Foundation

Zarpet Family Foundation

Zell Entrepreneurship Foundation

Zell Family Foundation

Zellis Family Foundation