Our Services

Comprehensive planning that puts your financial house in order

 

The connection between investments and people is complicated, and it doesn’t have to be overwhelming or mysterious. What wishes do you want your money to fulfill or facilitate? Who are the people you want to benefit? What experiences do you want to create for your family?

At Osbon Capital, your investment journey is a disciplined pursuit of your unique vision for the future. We use a three-step process to begin the discussion. The journey helps create enduring prosperity for your family.

 

Investment Management

Manage your liquid assets

Our checklists ensure your liquid assets are in the right accounts, with the right structure, capitalization, sponsorship and risk control.

Fiduciary Advice

Advice that is closely aligned with your interests

John Osbon founded the firm in 2005 as an advisor adhering to the fiduciary standard. Our commitment to put your interests first is more than a promise; it’s our legal requirement as a registered investment advisor.

Performance Reporting

Complete reporting on all assets at Osbon Capital and elsewhere

As your financial integrator, we report on all of your financial assets, regardless of custodian. We use state-of-the-art technology to keep you on the cutting edge.

Access & Referrals to Experts

Coordination of investment process via vetted experts

We understand that successful families with substantial assets need tax, estate and other specialized expertise; we make it readily available.

Education Center for the Family

Ideas and resources on all aspects of wealth across generations

As a multigenerational business team, John and Max are committed to providing continuity of advice and information for your entire family.