Family Office Sophistication. Boutique Personal Service.
After years working for Forbes-listed billionaires and leading strategy at a $150 billion global asset manager, we bring institutional-level sophistication to individuals and families through an independent, boutique fiduciary model— providing transparency, direct access, and personal attention.
Why Treussard Capital Management?
As a fiduciary, we are always on your side of the table—not selling products, not managing to institutional mandates, just serving your best interests. Three core differentiators set us apart:
FAMILY OFFICE EXPERIENCE, BOUTIQUE ACCESS. Direct access to a Ph.D. economist with years working for Forbes-listed billionaires and leading product strategy at a $150 billion global asset manager—bringing family office-level expertise to families managing substantial wealth.
SOPHISTICATED WITHOUT SUPERFLUOUS. We embrace analytical rigor and evidence-based investing while rejecting the unnecessary complexity that obscures rather than illuminates. You'll understand your strategy as clearly as you understand your business.
UNDERSTANDING, AGENCY, CONTROL. We help you regain understanding of where your wealth is invested and why, agency to make informed decisions, and control over your financial future— through collaboration, clarity, and transparent communication.
Our Approach
Family Office Experience at Institutional Scale
Before founding Treussard Capital Management, Jonathan Treussard spent years at the highest levels of wealth management:
FORBES-LISTED BILLIONAIRE FAMILY EXPERIENCE. Senior roles at Ziff Brothers Investments in New York and the Irvine Company in Newport Beach, California—navigating sophisticated multi-strategy portfolios through the 2008 Global Financial Crisis and its aftermath, with focus on risk management and portfolio strategy.
GLOBAL ASSET MANAGEMENT LEADERSHIP. Partner and Head of Product at Research Affiliates, a $150 billion global asset manager specializing in systematic factor investing, tactical asset allocation, and tax-aware portfolio management.
This experience—managing complexity at the institutional level—now serves individuals and families directly through an independent, boutique fiduciary model.
Purpose-Driven Wealth Management
Before founding Treussard Capital Management, Jonathan Treussard brought together academic research and practical application:
PH.D. IN ECONOMICS, WORK WITH NOBEL LAUREATE. Ph.D. in Economics from Boston University, with research focused on risk management and life-cycle investing. During his doctoral studies, worked for Nobel Prize winner Robert C. Merton at Integrated Finance in New York—designing strategies for specific objectives, aligning investments with life goals, and addressing uncertainty in both financial markets and life itself.
PURPOSE-FIRST INVESTMENT PHILOSOPHY. For families managing substantial wealth, we start with the "why" behind your assets— the purpose wealth serves, the legacy you're building, the impact you want to make. Investment strategies are designed to serve those goals, not the other way around.
This foundation ensures your portfolio serves your life, not someone else's product agenda.
Our Services
INVESTMENT MANAGEMENT
Bespoke portfolio construction grounded in evidence, not narratives. We design strategies tailored to your goals, risk tolerance, and time horizon—incorporating sophisticated risk management techniques (95th percentile downside risk, scenario analysis) to prepare for market volatility. Portfolio streamlining eliminates unnecessary complexity while maintaining diversification and tax efficiency.
TAX-AWARE IMPLEMENTATION
Tax efficiency considered at every level—asset location, trading decisions, loss harvesting, and coordination with your business or other income sources. We work alongside your CPA and estate planning attorney to ensure investment decisions support your overall tax strategy and legacy plans, never making tax-driven decisions in isolation.
FINANCIAL PLANNING & STRATEGY
Comprehensive financial planning integrated with investment strategy. We help you understand cash flow needs across your lifetime, coordinate investment decisions with your broader financial picture, and plan for major transitions (liquidity events, inheritance, retirement). For executives, we provide guidance on complex compensation packages and concentrated stock positions.
FAMILY WEALTH STEWARDSHIP
For families managing multi-generational wealth: education and guidance for the next generation, coordination with estate planning professionals, and values-aligned investing. For international families: cross-border financial planning leveraging our dual American and French background.
Our Clients
Whoever you are, we are always on your side of the table.
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Your wealth shouldn't be a black box. We provide transparent, collaborative wealth management—whether you're navigating major transitions (liquidity events, inheritance, career changes), managing multi-generational assets, or seeking genuine clarity about where your wealth is invested and why.
For individuals who've built substantial success, we offer sophisticated portfolio management with direct principal access, transparent communication, and fiduciary alignment.
You'll understand your strategy as clearly as you understand your business—the reasoning behind decisions, the trade-offs being managed, the risks being monitored.
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We serve foundations, endowments, and family offices with institutional-level sophistication and boutique personal service. Our disciplined approach—informed by years managing sophisticated portfolios for Forbes-listed billionaires and leading product strategy at a $150 billion global asset manager—helps organizations balance fiduciary responsibility with long-term goals.
We provide rigorous analysis incorporating advanced risk management techniques (scenario analysis, 95th percentile downside risk assessment) and clear communication with boards and investment committees.
Whether you're managing spending policies, evaluating manager relationships, or designing strategic asset allocation, we bring decades of institutional experience to independent fiduciary advice.
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You've built success through your business or career. We handle the financial complexity— executive compensation analysis, concentrated stock positions, liquidity event planning, tax-efficient wealth transfer, and retirement transition strategy—so you can focus on what you do best.
For executives managing restricted stock units, stock options, deferred compensation, and complex benefits packages, we provide clear guidance on maximizing after-tax wealth while managing concentration risk.
For business owners facing liquidity events or succession planning, we coordinate with your tax and legal advisors to structure transactions tax-efficiently and design post-transaction investment strategies aligned with your life goals.
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With dual American and French background, we provide investment guidance for families managing substantial wealth across borders—coordinating with your tax and legal advisors when specialized expertise is needed.
Whether you've built success internationally and are navigating U.S. financial systems, or you're an American building a future abroad, we understand cross-border wealth management complexity. We coordinate investment strategies with international tax considerations and work alongside cross-border estate planning attorneys.
Managing wealth across borders requires institutional-level expertise with the personal attention your family deserves.
Find Out If You Wished You'd Met Us First.
Looking for a second opinion? Let's discuss your portfolio—no obligations, just clarity.
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Our complimentary strategic session provides immediate insights: we'll review your current portfolio, highlight what's working, and identify areas for improvement. This also gives us both a chance to see if we're a good fit.
If we are, we'll work together to help you regain understanding, agency, and control over your wealth.
FAQs
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Our approach focuses on clarity, control, and customization. We simplify complex investment landscapes, ensuring transparency and alignment with your personal goals. By tailoring strategies to your unique needs, we help you achieve peace of mind and empower you to make informed financial decisions.
With over 20 years of experience (www.treussard.com/about), we emphasize a deep understanding of the mechanics of investing, including practical knowledge of financial instruments and market dynamics. This ensures informed decision-making.
We also focus on the psychology of investing, recognizing cognitive biases and emotional factors to help clients make rational choices that align with their financial goals.
Finally, clarity on the end goal of investing is crucial. We work with clients to define their long-term goals, so that every investment decision supports their vision for wealth sustainability and legacy building.
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At Treussard Capital Management, we prioritize being tax-aware in every aspect of our investment management process, from asset allocation and portfolio design to trading decisions. We meticulously assess the tax implications of various strategies, funds, and investment choices to ensure optimal outcomes.
Before making significant portfolio adjustments, we carefully consider the status of capital gains and losses. This approach allows us to align our strategies with your broader financial picture. For instance, if your business is experiencing significant gains, we aim to avoid unnecessary additional gains in your investment portfolio. Conversely, if there are opportunities for tax losses, we work diligently to realize them, providing you with greater financial flexibility.
Our commitment is to work closely with you, understanding the bigger picture of your financial life, and ensuring that our strategies support your overall financial goals.
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Our approach to risk management is informed by our extensive experience, including our work with the Ziff family office during the Global Financial Crisis. This period taught us invaluable lessons in navigating complex financial landscapes and managing risk effectively.
We employ a comprehensive approach to risk management, ensuring that your portfolio aligns with your financial goals and risk tolerance. Our process begins with detailed risk profiling, where we assess your unique risk appetite and financial objectives. This helps us tailor a strategy that suits your individual needs.
We review and adjust risk targets over time, taking into account changes in your personal circumstances and market conditions. This dynamic approach allows us to remain forward-thinking and responsive to evolving needs, ensuring that your portfolio remains aligned with your long-term objectives.
By employing professional investment risk management techniques, such as 95th percentile downside risk and scenario analysis, we help you navigate market volatility and prepare for potential losses. Our goal is to help you have peace of mind, empowering you to make informed decisions and confidently pursue your financial aspirations.
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We begin by understanding the "why" behind your assets and the broader context of your financial life. This foundation allows us to craft strategies aligned with your true goals.
We conduct detailed risk profiling to assess your risk tolerance and financial objectives, then design strategies tailored to your needs. We review and adjust risk targets over time as your circumstances and market conditions evolve, ensuring your portfolio remains aligned with your long-term objectives.
Before making significant portfolio adjustments, we carefully consider tax implications— including capital gains, losses, and coordination with your business or other income sources. This tax-aware approach optimizes efficiency and supports your overall financial strategy.
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We maintain a high-bandwidth relationship with our clients, keeping you informed and empowered at every step. We regularly communicate about your portfolio and involve you at every critical junction, providing clarity and understanding.
As a boutique firm, we prioritize personalized service. You're always just a phone call or email away from insights and support. Our commitment is to equip you with the knowledge and tools necessary to make informed decisions, allowing you to feel in control of your financial destiny and build a lasting legacy aligned with your values.
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Our sole compensation comes directly from our clients. We do not sell products, or receive payment from investment fund providers, which means we know exactly who we work for—our clients. This approach ensures that you are the client, not the product. Our commitment is to serve your best interests, providing personalized and unbiased financial advice that aligns with your unique needs and aspirations. That's what it means to truly be a fiduciary.
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