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Ferrell Capital is a professional organization formed by the Ferrell Family and dedicated to managing the financial, business and personal affairs of the family members. In 1994, Ferrellgas (more than 3,600 employees) became one of the first of the new generation of publicly-traded master limited partnerships (MLPs) by taking nearly half of the company public on the NYSE (FGP). In 1998, Jim Ferrell also led the formation of Ferrell Companies Inc. Employee Stock Ownership Plan (ESOP). Today, Ferrellgas is one of the 20 largest companies in the country that is partially owned by a broad employee-ownership plan. Following the Ferrell Companies ESOP transaction, the family office, Ferrell Capital, Inc., was created to manage the financial, business and personal affairs of the Ferrell family -- Jim & Zibbie, their two daughters Kate Banks and Sarah Southwell and their families. Over the years, Ferrell Capital has provided asset management and investment services for the Ferrell family with investments in real estate, banking, investment advisory services, private equity and other passive and active assets. One particular investment vehicle that was born out of Ferrell Capital is the MLP Income Portfolio that makes up the business of Samson Capital Management, a SEC-registered investment adviser focused on managing a portfolio of publicly-traded Master Limited Partnerships (MLPs). Ferrell Capital also provides professional and administrative services such as tax advice, estate planning, education, succession planning, budgeting, coordination of professional relationships and coordination of philanthropic affairs for family members. The firm is one of the largest propane distribution companies in the world with approximately 1 million customers in all 50 states, the District of Columbia and Puerto Rico.
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