Burgundy Family Offices

Managing & Protecting Family Wealth

Families have unique investment needs and objectives. At Burgundy, we understand the individual needs of our clients and strive to establish strong, long-term relationships based on trust to protect and build family wealth over the long term.

Following a Disciplined Investment Process

We follow a value-oriented investment approach supported by intensive fundamental research, which enables us to invest in strong but undervalued companies around the world.

Only a small percentage of companies around the globe meet Burgundy’s investment criteria. We meet with management first hand to determine whether a company meets our high standards.


Global investment managers Independent, contrarian & disciplined Focused on strong, undervalued companies around the globe Conducting original research & analysis