THALASSA CAPITAL was established to provide unique solutions to the long-term investment needs of high net worth families and individuals. Our value proposition for private clients — Creating Value, Managing Complexity, Ensuring Generational Continuity – is truly the core of our philosophy.
THALASSA CAPITAL is committed to produce results that address a client’s agreed-upon financial goals and needs, rather than an unconstrained pursuit of investment return.
We believe personal attention is essential to our private wealth management dynamics. The constant dialogue between client and portfolio manager provides opportunities for both parties to share in and shape a successful investment outcome. Our aim is to build a financial hub that transcends the static and mono-chromatic client-financial advisor relationship. We consider our clients as members of a networking community where multiple synergies help create added value.
Clients choose THALASSA CAPITAL to be their objective investment specialist. THALASSA’s private clients manifest a desire to:
Work with an entrepreneurial, highly specialized boutique where they will be treated as individuals, not accounts.
Interact with the actual principals or portfolio managers, not “relationship managers”.
Have separately managed investment portfolios that follows specific processes in order to:
THALASSA CAPITAL delivers a five dimensional advantage over traditional wealth management:
Objective Advice
Objective advice is at the core of our process.
Our independent organizational structure ensure objectivity and transparency.
A transparent fee structure ensure alignment of the long-term client’s interest with ours.
Sophisticated Investment Advice and Implementation
Investment strategy development tailored to the client multi-dimensional profile.
Portfolio design.
Direct specialized money management and outside manager implementation.
This integrated blueprint is a living document that guides decision-making potentially over multi-generational investment horizons.
Third Party Co-ordination
Development of a collaborative model to handle efficiently all expert parties involved.
Integration of in-house and outside expertise in investing, tax management, risk management, estate planning, philanthropic planning, family governance and many other critical areas.
Leadership in Governance and Education
Considerable wealth comes with considerable complexity.
Good governance and education are not optional but fundamental to success.
Strategic governance and educational processes must be set in place ex ante.
Communication procedures must be set up to ensure transparency and guide expectations.
Day-to-Day Operations
For wealthy investors a breakdown in the daily operational management can have magnified ramifications.
Technology is set up to increase efficiency in this area.
The last fifty years have witnessed an incredible increase in global wealth creation. Such rise in capital has come with privileges but also with greater complexity and responsibilities for the original wealth creators and ultimate recipients. A properly defined and integrated structure is now needed to manage the financial complexities of today’s wealthy families.
THALASSA CAPITAL can customize its platform to individual family needs in order to improve:
Wealth transfers across generations.
Integrated management of public and private investments.
Generational education.
Family meeting facilitation and governance system development.
Integration with legal and accounting teams.
Integration with charitable objectives and foundations.
THALASSA CAPITAL LLC recognizes that, in some instances, an investor may only need help in a specific area. For this reason, we offer an “a la carte menu” of specialized services, where our professional framework can be leveraged without requiring a comprehensive ad long term commitment.
The list of available specialized consultation services is as follows:
Financial Plan
Portfolio Review
Investment Policy Development
Asset Allocation Modeling
Fund Manager Search
Independent Research and Analysis
Deal Review
Education Programs
Tax Strategy (outsourced)
Accounting Services (outsourced)
Aviation Services
