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Bond Bio

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M. Guion "Guy" Bond, Jr.

Perigee Capital, LP
2929 Allen Parkway
Suite 1530
Houston, Texas 77019

Phone 713-526-4848
Cell Phone 832-492-1480
Fax 713-526-4824
E-mail guybond@perigeegroup.com

Mr. Bond is a founder and Managing Director of the Perigee Group. The Perigee Group specializes in financial structuring and esoteric investments for the wealthiest portion of the individual marketplace.

Prior to founding the Perigee Group, Mr. Bond was a partner at Arthur Andersen LLP. He was the Partner in Charge of the Private Client Services Practice in the Southwest Region of the U.S. having practice area balance sheet and income statement responsibility for that region of the country. As a result of the above responsibilities, Mr. Bond was one of seven members of the Andersen Worldwide Private Client Services Leadership Team.

Mr. Bond sat on the Board of Directors of Arthur Andersen Financial Advisors, which was Andersen's Registered Investment Advisor. He also sat on the Board of Andersen Global Wealth Solutions, which was Andersen's Broker/Dealer in registration.

Mr. Bond has extensive expertise and creativity with income tax, estate tax and life insurance planning for high net worth clients. He has developed and implemented income tax planning structures that create significant efficiencies from a federal and state income tax perspective. In the transfer tax arena, he has structured many leveraged generational wealth transfer techniques for his clients. He has extensive expertise in using life insurance to create significant efficiencies in financial structuring. In addition, he has assisted clients with investment securities and derivatives, including but not limited to, options, futures, forward contracts, security derivatives contracts, hedge funds, private equity and venture capital investments.

Mr. Bond has been the primary financial strategist for many families including members of the Forbes 400 and several very private multi-generational families. In addition, he is on-call for specific product implementation purposes across the US for the more project oriented Perigee clients.

Early in Mr. Bond's career, he was a frequent lecturer at investment seminars across the country. In total, he has presented to well over 10,000 people about investment and financial planning issues. He has also been quoted in numerous financial publications in the U.S.

Education

1980 - 1982 University of Mississippi -- Oxford, MS
Master of Business Administration (MBA)
Double major in Finance and Accounting

1976 – 1980 University of Mississippi -- Oxford, MS
Bachelor of Business Administration (BBA)
Major – Banking and Finance

Professional Experience

2002 – present -- Perigee Group
Founder and Managing Director
Founded in 2002

1982 - 2002 Andersen Worldwide Geneva, Switzerland
Worldwide Equity Partner
-- Joined Andersen in 1982
-- Admitted to the Andersen Worldwide Partnership in 1992

Additional Professional Activities

Certified Public Accountant
Registered Investment Advisor
NASD licenses held – Series 7, 63, 65
Licensed Life Insurance Agent
Professional memberships American Institute of Certified Public Accountants
Texas Society of CPA’s
Houston Business and Estate Planning Forum
Million Dollar Roundtable

Past and Present
Community Activities

Board of Directors – Junior Achievement
Major Gifts Chairman Capital Campaign – Star of Hope Mission
Treasurer – Coronado Club
Member Braeburn Country Club
Member of The Bridges Club – Rancho Santa Fe, CA

Atlanta * Houston * Sarasota
Perigee Group
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