Two ways of working

Bond Bell & Co

Bond Bell & Co is the advisory relationship. Portfolio management under an Investment Policy Statement, coordination with the household's other advisers, and the ordinary work of an advisory practice, conducted from Fort Wayne, Indiana.

Bell Family Office

Bell Family Office is the private-office tier, based in Jackson, Wyoming. It exists for households whose complexity has outgrown a standard advisory relationship and warrants dedicated infrastructure. Engagements at that tier ordinarily begin through introduction. Bell Family Office describes its own practice at bellfamilyoffice.com.

The advisory relationship is the ordinary starting point. The distinction is not size for its own sake. It is whether a household's affairs require infrastructure of their own.