Hang tight..
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.
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.
Financial and human capital management
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.
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.
We are driven by forward progress, constantly evolving and expanding our abilities and the possibilities of what we can bring to life.
We are committed to having a comprehensive understanding of our present condition, including our mental, emotional, physical, and financial dimensions.
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.
For us, relationships are everything.