Escape the Wealth Management Industrial Complex
Understanding your wealth shouldn't be as complex as building it.
Family office sophistication. Boutique personal service. Understanding. Agency. Control.
Your wealth. On your terms.
Jonathan Treussard, Ph.D.
Founder of Treussard Capital Management LLC, a fiduciary registered investment adviser.
After years working for Forbes-listed billionaires and serving as Partner and Head of Product at a global institution managing $150 billion, Jonathan brings family office-level experience directly to individuals and families through an independent, boutique fiduciary model. With a Ph.D. in Economics from Boston University and experience gained during the 2008 financial crisis at Ziff Brothers Investments, clients receive sophisticated wealth management with the personal attention and transparency of a boutique firm.
Why Work with Us?
Experience
Years of experience working for Forbes-listed billionaires and leading strategy at a $150 billion global asset manager. Family office-level sophistication delivered through an independent, boutique fiduciary model.
Agility
Markets evolve constantly, but wisdom lies in knowing when to act and when to stay the course. With a Ph.D. economist's analytical rigor and extensive institutional experience, we avoid both complacency and overreaction.
Independence
Most importantly, we answer only to you. Unlike other financial firms with conflicting incentives, we provide unbiased, fiduciary advice.
You are our client, not the product.
Because you deserve to be treated as the client, not the product.
Our Clients
Individuals & Multi-Generational Families
Your wealth shouldn't be a black box. We provide transparent, collaborative wealth management—whether you're navigating transitions, managing multi- generational assets, or seeking genuine clarity about where your wealth is invested and why.
Business Innovators & Executives
You've built success through your business or career. We handle executive compensation, concentrated stock, liquidity events, and tax-efficient wealth transfer—so you can focus on what you do best, not portfolio management.
Endowments, Foundations & Family Offices
We serve you with institutional-level sophistication and boutique personal service. Our disciplined approach helps organizations balance fiduciary responsibility with long-term goals through transparent communication and rigorous analysis.
Households with Multinational Lives
With dual American and French background, we provide investment guidance for globally-minded families managing wealth across borders—coordinating with your tax and legal advisors when specialized expertise is needed.
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.
Insights: Where Sophistication Meets Purpose
TREUSSARD TALKS Podcast
Fear, Not Risk: Rethinking the Equity Premium with Rob Arnott and Ed McQuarrie
Why fear—not traditional risk—drives asset pricing. Using 200 years of market data, Arnott and McQuarrie show why the equity premium isn't guaranteed and how FOMO can create negative risk premia.
WEALTH, EMPOWERED Newsletter
Torpedoes Be Damned: A Time for Vigilance and Courage
Why obsessing over execution details matters when theory meets reality. Understanding complex products like 0DTE options and leveraged ETFs— and why today's markets require both vigilance and courage.
TREUSSARD TALKS Podcast
Joline Godfrey on Raising Financially Fit Kids in Abundance
Abundance doesn't make life easier for children of wealth. How ultra-high-net-worth families can raise financially fluent children who are prepared for trust structures, family governance, and the unique challenges of inheriting significant assets.
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