for unpredictable markets
for life’s twists and turns
for generations to come
for independent thinkers
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.
"Technology is both the problem and the solution. The problem is tech continues to be enormously disruptive. The solution and the antidote is to participate in that disruption by owning a piece of the future."CONTACT
"Even though fiduciary rules are now widely known in investment management, very few families apply them consistently. Osbon Capital was founded according to the fiduciary rule, to put client interests ahead of the sales motivations of the investment industry"CONTACT
"Having worked at many wealth management firms, too often I see professionals firmly rooted in the status quo. Managers who adapt and pivot will out-think, out-strategize and out-execute their peers in any market environment."CONTACT
"It's always a good time to invest in the future. As long as you watch out for value traps and over-promised business models, progress and innovation are a formidable force of nature."CONTACT
Intangibles Play A Major Role In Today’s Economy
Sep 23, 2020 - John Osbon ( 6 mins to read)
Over the past 20 years, intangible assets have become the dominant factor in company valuations. Today approximately 85% of the valuation of the S&P 500 is defined by intangibles, while in 1975, that percentage was just 17%. Intangibles are notoriously difficult to value. Given their slippery nature and their power to generate returns, it’s worth paying attention to the qualities of intangibles...READ MORE ›
Major Long Term Trends In Population Are Baked In
Sep 16, 2020 - Max Osbon ( 7 mins to read)
Population trends are often absent from investment research reports. Population growth rates are best when measured in decades and centuries, which is perhaps too slow to be considered new information. Since 1900, the world population has exploded from 1.6 billion to 6.1 billion in 2000 and 7.8 billion today. However, population growth passed an inflection point nearly 50 years ago and is now f...READ MORE ›
The Challenges and Opportunities of QOZ Investing
Sep 9, 2020 - John Osbon ( 4 mins to read)
The U.S. Department of the Treasury Opportunity Zones, created by the Tax Cuts and Jobs Act in 2017, offers unique and creative tax opportunities for high net worth investors with capital gains. In exchange for investing in economically distressed areas, the IRS provides investors with substantial benefits that reduce, delay and avoid taxation. The right partner, the right location and the righ...READ MORE ›
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.
We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.
Osbon Chatter Lantern Stories on the Greenway
The Rose Kennedy Greenway Conservancy presents Lantern Stories by artist Yu-Wen. This public art installation of thirty lanterns was created to celebrate Boston Chinatown’s vibrant community, culture and resiliency. Lantern images celebrate culture – art, calligraphy, music and performance, as well as the community’s strong commitment to education, entrepreneurship, and social justice. Visit the lanterns on Boston’s Greenway September 23 - November 15, 2020.