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.
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.
Discover how we can help you
"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."
– Max Osbon
"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"
– John Osbon
"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."
– Max Osbon
"We expect this bifurcated recovery to continue. One curious result from this episode is that the business cycle of boom and bust may finally be gone, thanks to the Fed."