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Treasury Partners

Family Wealth Management
Corporate Cash Management
Guided by a Barron’s Top Advisor

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Discover strategic wealth management solutions carefully constructed to align with individual preferences, risk tolerances, and goals. A complete approach to wealth management that places your needs first and adjusts to stay relevant and effective over time.

From investment portfolio management for organizations to private wealth management, Treasury Partners capably and proudly serves organizations as well as high-net-worth individuals, families, trusts, foundations and endowments.

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Services

Learn what we believe sets our strategy for wealth management solutions apart. Experienced advisors, personalized strategies and a constant commitment to serving the needs of our clients with high-touch service. Our fiduciary commitment means we have an ethical and legal obligation to act solely in your interests.

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Private Wealth Management

How high-net-worth individuals stay wealthy. A comprehensive and holistic strategy for wealth management that changes and adjusts along with individual and personal needs.

Generations of high-net-worth investors have relied on us for comprehensive investment management and to navigate the complexities of their financial affairs. From asset management to retirement planning and trust and estate planning, we prioritize the entirety of your wealth, along with your personal risk tolerances and goals, in a holistic strategy.
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Corporate Cash Management

Investment management that produces safety, liquidity and yield with full transparency. A truly customized approach to managing corporate investments delivered by experienced financial advisors in NYC.

Portfolios are customized based on your investment policy, liquidity needs and return objectives. Safety overrides all investment management decisions. An approach to investment strategy and management that puts your organization's needs at the forefront.
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Richard Saperstein

Meet Richard Saperstein, a Barron's Top Advisor for 23 Consecutive Years

Since 1982, Treasury Partners and our Chief Investment Officer Richard Saperstein have earned broad recognition. Below is a sample of our most recent recognitions.

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A Barron's Hall of Fame Advisor

Barron's Advisor Hall of Fame acknowledges advisors who have appeared in Barron's annual Top 100 Advisor ranking for 10+ years.

Compensation was paid for the ability to use this logo in promotional materials.

#5 on Barron's 2026 Top 100 Financial Advisors

This Rating was provided in May 2026 by Barron's. It covers the period of 2026. There was no compensation exchanged in consideration for or the use of this Rating.

Compensation was paid for the ability to use this logo in promotional materials.

#3 on Barron's 2026 Top 1500 Financial Advisors By State

This Rating was provided in March 2026 by Barron's. It covers the period of 2026. There was no compensation exchanged in consideration for or the use of this Rating.

Compensation was paid for the ability to use this logo in promotional materials.

#2 on Barron's 2025 Top 100 Independent Advisors

This Rating was provided in September 2025 by Barron's. It covers the period of 2025. There was no compensation exchanged in consideration for or the use of this Rating.

Compensation was paid for the ability to use this logo in promotional materials.

#2 on Barron's 2025 Top 1200 Financial Advisors By State

This Rating was provided in March 2025 by Barron's. It covers the period of 2025. There was no compensation exchanged in consideration for or the use of this Rating.

Compensation was paid for the ability to use this logo in promotional materials.

Latest Video

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August 4, 2026

Saperstein on CNBC: “Continued AI-led investment opportunities are driving markets today.”

On August 4, Richard Saperstein joined CNBC’s Scott Wapner on Closing Bell from the floor of the New York Stock Exchange to discuss what's driving markets today: accelerating hyperscaler cash flows, a strong business environment and continued AI-led investment opportunities.

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Recent Whitepapers

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Corporate Cash Alert: Extend is Your Friend
Alert: Will Mamdani Harm NYC Municipal Bonds?
Corporate Cash Alert
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Frequently Asked Questions

Treasury Partners offers institutional-quality wealth and cash management solutions. We specialize in corporate cash management, private wealth advisory, and institutional investment strategies, helping clients preserve capital, manage liquidity, and achieve their long-term financial goals.
Our clients include corporations, nonprofits, foundations, and high-net-worth families seeking disciplined, transparent, and fiduciary-driven investment management. Each client benefits from customized strategies tailored to their risk profile, liquidity needs, and long-term objectives.
Risk management is central to our investment process. We maintain a conservative, research-driven approach — emphasizing strategic securities, diversification, and liquidity. Our team continuously monitors markets, counterparties, and credit exposures to help safeguard client assets in all market conditions.
With a heritage of Wall Street experience and independent-minded fiduciary oversight, Treasury Partners combines institutional discipline with personalized service. We align our interests with our clients’, operating under a fiduciary standard that puts client objectives first — always.

Treasury Partners offers institutional-quality wealth and cash management solutions. We specialize in corporate cash management, private wealth advisory, and institutional investment strategies, helping clients preserve capital, manage liquidity, and achieve their long-term financial goals.

Our clients include corporations, nonprofits, foundations, and high-net-worth families seeking disciplined, transparent, and fiduciary-driven investment management. Each client benefits from customized strategies tailored to their risk profile, liquidity needs, and long-term objectives.

Risk management is central to our investment process. We maintain a conservative, research-driven approach — emphasizing strategic securities, diversification, and liquidity. Our team continuously monitors markets, counterparties, and credit exposures to help safeguard client assets in all market conditions.

With a heritage of Wall Street experience and independent-minded fiduciary oversight, Treasury Partners combines institutional discipline with personalized service. We align our interests with our clients’, operating under a fiduciary standard that puts client objectives first — always.
Treasury Partners office

Contact us today and let us know how we can help you

Learn how our team of experienced advisors can provide informed support and guidance to help you advance toward your financial goals.

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Set up a no-cost consultation to learn more about our broad range of wealth management solutions for organizations and individuals.

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