- Individuals transitioning to another phase of life such as retirement, divorce, or death of a loved one
- Trust and Estate Beneficiaries
- Private Equity and Hedge Fund executives
Ongoing dialogue is the cornerstone of every client relationship. Clients come to Bourgeon because we talk with them honestly, effectively and often. They stay with us because of trust.
For 20+ years, we’ve built long term, multigenerational relationships with:
- Family business owners and corporate executives interested in diversifying their assets
- Trustees and Executors
- Private Endowments and Foundations
Our clients typically have a minimum of $2 million in investable assets
Bourgeon Capital's Market Insights
Summer Issue 2025
“The only way to make sense out of change is to plunge into it, move with it, and join the dance.”
– Alan Wilson Watts 1915-1973
