Client Portals

Family Office Services

An experienced and nuanced approach

We deliver the most advanced methodology in the business; we have the most advanced systems to control and manage wealth and we have deep expertise.

 

Our goal is to help you develop a comprehensive, structured approach to managing your entire wealth picture in order to allow you to live your life on your own terms. We help you achieve this by acting as your family’s private advisor and strategist. We make investment decisions as a team and use a weight of evidence approach to come to our conclusions.

We believe that families are best served when everyone—family members, their attorneys, accountants, and other advisors and the Osbon team, work toward the same goals:
 

Protect & Grow — by identifying investment opportunities designed to produce consistent compounded returns. The protection and reliable growth of capital is our mandate.
 

Investment Risk Management — by diversifying family wealth utilizing a liability-driven investment strategy to create more holistic and resilient portfolios.
 

Asset Location Strategies — by ensuring the right structures are in place for long term growth, tax efficiency and generational wealth transfer.
 

Tax & Cost Efficiency — by actively looking to reduce underlying investment costs wherever possible.
 

Improving Family Cohesion — by enabling debate and active communication within the family around goals, strategy and key decisions.
 

Assessing Cash Flow Needs — it is important to have adequate liquid and available financial resources to fund your lifestyle and other personal objectives.

 

Tailored for your needs

Families are welcome to take an active or passive role in their family’s investment management.

 

Let's Talk

Research matters. Who’s doing yours?

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Are your emotions prepared for a big drop in the stock market?

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What’s a reasonable budget for luxury and vacation home(s)?

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Is there a better way to fund education and college?

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Are you holding on to favorite investments for emotional rather than financial reasons?

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Related Articles

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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