John Bunge, CFA
Senior Wealth Strategist*
John Bunge serves as Senior Wealth Strategist for SagePoint Capital Partners, focusing on the complex structural questions underlying sophisticated investment portfolios and business ownership — wealth transfer architecture, entity design, concentrated-position planning, qualified small business stock optimization, charitable structures, and tax-efficient liquidity strategies around business sales, wealth preservation, and generational transitions. He partners with SagePoint's advisors on the planning work that supports their executive, founder, athlete, entertainer, and multi-generational family clients.
John is a CFA charterholder and holds a J.D. (magna cum laude, University of Alabama), an LL.M. in Taxation (University of Florida, where he received the Richard B. Stephens Award for Outstanding Student), and a B.S. in Business Economics (summa cum laude, University of Kentucky). He has been recognized in The Best Lawyers in America and Lawdragon’s 500 Leading Global Tax Lawyers, contributed to the drafting of Tennessee’s trust statutes, and regularly writes and speaks on advanced wealth planning topics.
*See disclosures below for John Bunge.
Explore Alignment
SagePoint works with a limited number of families where discretion, long-term intent, and the scope of complexity warrant a dedicated partner. An initial discussion is intended to understand context, priorities, and whether a relationship makes sense.