M. Guion "Guy" Bond, Jr.
Perigee Capital, LP
2929 Allen Parkway
Houston, Texas 77019
Cell Phone 832-492-1480
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.
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
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
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