As a Burgundy client, you have access to virtual and in-person events from a number of our event series, including Women of Burgundy, Philanthropy, Not-for-Profit, and Family Wealth Management.

The annual Burgundy Forum is our flagship educational event, and your opportunity to hear directly from our Investment Team. Each year’s theme covers Burgundy’s view of the current state of the markets, and addresses how to take a long-term view in an often short-term-oriented world. Our annual holiday party, the Burgundy Ball, is our chance to celebrate with you and thank you for the partnership we share.

These and other virtual/in-person events help to round out your relationship with Burgundy, offering education, inspiration, celebration and connection.

Women of Burgundy event, Burgundy Forum and Burgundy Ball

Women of Burgundy event, Burgundy Forum and Burgundy Ball


Views & Insights

Burgundy community members have access to thought pieces we publish periodically throughout the year. We place a considerable emphasis on education because it is an essential component of long-term investment success. Peruse a selection of posts below, or visit the Views & Insights page.

Burgundy in the Community

Our community mindset extends to the broader community. A number of our people serve as board members and volunteers for Not-for-Profit Organizations. We also contribute directly to a range of causes and offer a generous matching program for employees’ own philanthropic commitments.

Burgundy Employees at various charity or fundraising events

Burgundy Employees at various charity or fundraising events

Burgundy Legacy Foundation

Burgundy’s culture of giving was further formalized in 2020 with the establishment of the Burgundy Legacy Foundation, a dedicated platform for advancing philanthropy and supporting the generosity of Burgundy’s clients and employees.

The Foundation’s Private Giving Program, available exclusively to Burgundy clients, provides a simple and convenient platform to support your philanthropic needs and interests. The Community Investment program represents giving on behalf of Burgundy’s employees and partners. This may take the form of monetary giving as well as volunteerism for those organizations that fall under our key priority areas.

Learn more by visiting the Burgundy Legacy Foundation website.

Burgundy Legacy Foundation logo