Whoever You Are, We Are Always on Your Side of the Table.
Our Clients
Individuals and Households
We understand that you are in the thick of life: running your household, managing your professional life, and making an impact on your community. We make sure your wealth is carefully attended to, so you can achieve what you truly value in life.
We help families make the most of their resources. Whether your family is new to this or you've been managing your assets for generations, we help you navigate the complexities of wealth management and make informed decisions that align with your goals.
We also help people and families going through transitions navigate the complexities of their changing circumstances with confidence and peace of mind. Whether it's a career change, divorce, inheritance, or any other major life event, we understand the stress and uncertainty that come with transitions. Our goal is to provide personalized financial guidance and support that helps our clients achieve their long-term goals.
Endowments and Foundations
We are a registered investment advisor that specializes in providing tailored investment solutions for investors such as foundations, endowments, and family offices. With experience that includes working with Forbes-listed billionaire families and their organizations, we have gained a deep understanding of the unique needs and goals of these organizations.
We take a disciplined and research-driven approach to investing, combining quantitative and qualitative analysis to identify investment opportunities. Our investment process is guided by a commitment to risk management and a long-term perspective.
Each client has unique goals and constraints, which is why we provide customized investment solutions designed to meet their specific needs. Whether you need help building a diversified portfolio, managing your assets to meet your spending needs, or targeting a specific investment objective, Treussard Capital Management is positioned to help you.
Business Innovators and Senior Executives
We help business innovators make better financial decisions and manage their assets with confidence so they can pursue their financial goals and create positive change in their communities. We empower our clients to focus on their passions and make a lasting impact on the world around them.
We help senior executives maximize the value of their human capital. Our hands-on understanding of the challenges faced by executives allows us to provide tailored solutions that align with their unique needs and aspirations. Whether it's building wealth, planning for retirement, or navigating complex compensation packages, we're here to support our clients every step of the way.
You are the CEO of your life, and we act as your CIO and CFO to deliver the essence of the modern family office to you. We’ve been in your shoes and we are always on your side of the table.
Families with Multinational Lives
We help families with international lives so that they can navigate the complexities of cross-border financial planning, pursue their financial goals no matter where in the world they call home, and make sure that their wealth is carefully attended to, empowering them to focus on the things that truly matter in their lives.
Our bi-national American and French experience gives us a fresh perspective on managing wealth for people with multiple nationalities and international lifestyles. We understand the complexities of cross-border financial planning and can be your partner in navigating them.
Whether you've built your success in the US but are still confused by the financial system here (don’t worry, you're not alone!) or you're an American looking to build a future abroad, we're here to help you pursue your goals no matter where in the world you call home.