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Our Bourgeon Team
At Bourgeon, our relationship with you is our most valuable asset.
Clients come to us because we talk with them honestly, effectively and often. They stay because of trust.
“Making money is a slow process, losing it is quickly done” -Ihara Saikaku
“If everyone is moving forward together, then success takes care of itself” -Henry Ford
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:
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
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
Winter Issue 2023
The Key Is Not To Predict The Future, But Prepare For It.
GO TO MARKET INSIGHTS
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