Bourgeon Capital is a trusted financial advisory firm based in New York, NY, dedicated to fostering honest and effective communication with clients to build long-term relationships based on trust. With a focus on multigenerational wealth management, Bourgeon serves individuals in various life transitions, private equity and hedge fund executives, family business owners, and more.
For over 20 years, Bourgeon has provided tailored investment strategies for clients with a minimum of $2 million in investable assets, emphasizing the importance of ongoing dialogue and preparation for the future. Their philosophy centers on the belief that success is achieved through collaborative progress and prudent financial planning.
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