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Family Investment Management

Integrated planning for generational wealth.

 

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Family Wealth Management

Investments

Independent fiduciary advice that is closely aligned with your interests. We're fee only with no product sales.

Client Services

First rate personal service starts with a discussion of our power questions to mold our services to your expectations.

Technology

Best-in-class technology includes interactive online reporting for all of your assets regardless of location or manager.

Network

Osbon Capital connects clients with top professionals in accounting, tax, insurance, trusts, estates and more. We are your financial quarterback.

For The Affluent Family

This busy team divides and conquers. One handles investing, overseeing a plan that serves the whole family. The other handles other family responsibilities. They focus on the financial literacy of their children and tell stories about the proper use of money. Together they’re ready for the future.

For The Entrepreneur Couple

With a true multigenerational perspective, they believe communication is their greatest asset. They take the time to discuss and share financial values with their adult children and parents. They divide and conquer when it comes to investments while making sure they are both informed. Investing is important to them but it doesn’t get in the way of important family, professional and philanthropic activities.

“It’s All On Me”

Many people admire your financial success. Your independence can be a point of pride but also an ongoing challenge. Successful, informed and skeptical, you know the difference between a sales pitch and true advice. You expect your team to have integrity and honesty as they partner with you for the long run. 

 

Latest Articles

Inflation Today. Is it CPI or MyPI?

June 13, 2018 - Max Osbon

It’s easy to think of inflation as financial weather – something we must endure and can’t control. While it’s true we can’t individually control the prices that grocers, automakers and landlords charge, we can, and should, control what we spend.

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Five Reasons Investing Gets Harder as You Get Wealthier

June 6, 2018 - John Osbon

It’s a paradox of wealth. As your net worth grows and you start thinking investing will finally get easier, you may find the opposite is true. It turns out that choosing the right investments and financial advisors can become more difficult, or at least more confusing, as you amass assets.  Here are five reasons why.

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Trust and Estate Strategies

May 30, 2018 - Max Osbon

However unpleasant or dull the idea might seem, the trust and estate planning process is the true backbone of your family’s wealth. What happens after you’re no longer around to make family wealth decisions will be either be based on your clearly documented instructions or the decisions of a judge. Shouldn’t you be the one to decide what happens? Here are some trust and estate items that should not be left to chance. 

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