Best Practices

Tony Pritzker emphasizes teamwork, transparency and philanthropy, while giving his children the freedom to pursue their passions with diligence and purpose.

Amy V. Borgmann is helping modernize the Zell Family Office for a new generation. As senior director of family engagement and learning, she works closely with third-generation members to demystify the office, build governance knowledge and foster connection through tools like videos, a family portal and a wellness program.

When leadership development becomes intentional, it can align family members and staff with the mission and values at the heart of a family office.

Families are finding that clearly defined values can transform a family office from just managing money into a force for purpose, impact, and legacy. From philanthropy to investment choices, these values become the compass that keeps generations aligned and engaged.

Losing key staff members is a top operational risk for family offices — but they have a powerful tool at their disposal to help mitigate it: learning and development opportunities for staff.