Tep Steven Burgess

Steven Burgess is a seasoned professional in the wealth creation and transfer strategies field, serving as the Founder & Executive Chairman at The Burgess Group (TBG). With over two decades of experience, he is recognized as a trailblazer in traditional premium finance, establishing TBG in 1999 to streamline estate, succession, corporate, and charitable planning initiatives.

Mr. Burgess has collaborated with major global banks to optimize credit facilities for premium financing, while also advising prominent insurance carriers on developing products tailored for such transactions. Under his leadership, TBG has pioneered exclusive insurance products and tactics to elevate wealth transfer endeavors, catering primarily to ultra-affluent individuals, family offices, legal and financial institutions, and charitable entities.

Operating from multiple international locations like Salt Lake City, L.A., New York, Hong Kong, and more, TBG has successfully raised substantial funds for various charitable causes, including hospitals, universities, and foundations. Before founding TBG, Steven Burgess held a key role in a firm specializing in estate and corporate planning, offering retirement and M&A strategies for executives and businesses seeking growth opportunities and restructuring solutions.

Graduating with a Bachelor's degree in Finance from the University of Utah's David Eccles School of Business, Steven Burgess brings a strong educational foundation to his innovative approaches in the financial services sector.