Raise Your Expectations
Osbon Capital Management is a family office and independent wealth management firm located in Boston. We provide comprehensive investment services to wealthy families and entrepreneurs. With no products to sell or shareholders to satisfy, we have candid, unbiased, thoughtful partnerships with our clients. We’ve worked hard to create an investor experience united by a shared purpose and shared values.
Thought Leadership
We publish a new article every week.

Custom Strategies
Your investments are carefully tailored to your unique financial needs and family priorities. Risk management, expenses and tax exposures are key.

Big Picture Perspective
Utilizing best-in-class technology we provide comprehensive real-time reporting on all your assets, regardless of location.

Collective Expertise
We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.