A New Form of Ownership: Making the Transition from Perrybell Investments, Inc. to Family Financial Strategies, Inc.

Overview

Over the last year, Perrybell Investments, Inc., the family office of the James Ford Bell family, has made cutting-edge changes in the structure of family office ownership. The resulting company, Family Financial Strategies, now contracts with the Bell family for comprehensive family office services and has also accepted a limited number of new families.

Advisor Thinking