How To Know A Client
Feb 13, 2019 - Max Osbon ( 5 mins to read)
We often start new client conversations by asking a simple and direct question, “What does the ideal investment relationship look like to you?” No two answers have been the same. Whether the individual is most interested in sharing ideas, taxes, trusts and estate, investing or something else, a good advisor actively works to know and understand their client. Here’s what that looks like.
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Romantic Views
Feb 12, 2019 - Max Osbon ( 1 minute to read)
Looking for a thoughtful and relaxing way to cap off your date night? Head over to Sky Bar at Yotel Boston and order the Valentine’s Day special Chocolate Fondue while you enjoy extraordinary skyline views from the terrace.
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Bright Lights for Winter Nights
Feb 5, 2019 - Max Osbon ( 1 minute to read)
The Loop is a new interactive art exhibit in the One Seaport Courtyard. The display features six illuminated, moving cylinders which play music and animations. Take a seat in these giant circular structures, pump the handlebar, and watch a story unfold. Beautiful images inspired by fairy tales come to life in an animation that is visible from inside or outside The Loop.
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Family Offices: A More Personal and Private Approach
Jan 23, 2019 - Max Osbon ( 4 mins to read)
Why are more wealthy families turning to family offices for investment management and wealth planning? At the top of the list are privacy, dedicated expertise and aligned incentives. A recent profile by The Economist on the family office landscape reveals interesting insights about how these offices are run, how they invest and why they appeal to more investors today. Here’s how you can follow along with the best of the industry:
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Three Ways To Get the Family Involved in 2019
Jan 9, 2019 - Max Osbon ( 4 mins to read)
The power and beauty of true family wealth is that it has the power to make a difference generation after generation. Therein also lies the challenge. Passing on the knowledge and values younger generations need to put wealth to work in a sustainable way for the family and for others is a specific area of education not taught in school. What will they need to know? Where should you start? How much information is too much? To get you started,…
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The Brattle
Jan 8, 2019 - Max Osbon ( 1 minute to read)
Take an afternoon off and see a matinee this week. The Brattle Theatre, located next to Harvard Square, is a great way to spend your day in Cambridge. Founded in 1889, the cinema shows an eclectic combination of independent, foreign and classic films. It’s the only movie theater in the country that still uses a rear-projection system.
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Igloos over Boston
Jan 1, 2019 - Max Osbon ( 1 minute to read)
Featuring nine heated rooftop igloos, Envoy is back this winter for the best winter cocktail spot in Boston. The Lookout Bar at Envoy Hotel has covered seating areas with built-in ceiling mounted heaters for a rooftop bar that’ll keep you comfortable throughout winter. Be sure to take advantage of their seasonal warm cocktails. Seating is first come, first served.
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Cambridge Collections
Dec 18, 2018 - Max Osbon ( 1 minute to read)
The Harvard Art Museum is a great way to spend an afternoon. After being redesigned by architect Renzo Piano from 2008- 2013, the gallery was refitted with glass walls and ceilings to make for a new and dynamic space. It’s open daily from 10am to 5pm. Be sure to check out one of the free tours lead by Harvard undergrad students!
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