Family Investment Management

Integrated planning for generational wealth.

 

Weekly Articles by Osbon Capital Management:

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

An Old School Melt-Up

January 10, 2018 - John Osbon

Jeremy Grantham is well known as a value investor and a permabear. He buys only cheap value investments. He has been famous for talking down US investments for years. However, on January 3rd of this year, he wrote “a very personal” view of a possible near-term melt-up. Jeremy is well worth listening, especially when he changes his mind.

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The Year Ahead: 10 Trends

January 3, 2018 - Max Osbon

To kick off the year we’ve decided to publish our crystal ball list for 2018. From blockbuster IPOs to Blockchain billionaires, here are ten of our favorite developments.

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New Tax Law: 529s and More

December 27, 2017 - John Osbon

I have been spending as much time as possible reading about the newly enacted tax bill, the first tax reform signed in 31 years. All sides agree that the bill lowers tax rates for corporations and individuals. After that, there is little consensus on the broad effect of tax reform, who it really helps or harms, and how long it will last. The devil is in the details. Here are a couple items of special interest to investors. 

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