Client Portals

FORWARD LEANING.
FORWARD THINKING.

Our Services

Our mission is clear: it’s our goal to continuously improve the financial lives of our clients. As the world changes rapidly, we are committed to evolving with it. As an independent firm, we are able to focus 100% on serving our clients’ interests. In other words, we have no products to promote and no commissions to pursue.

It’s our belief that a private firm for private people is the best structure to manage investments.

Family Office Services

FAMILY OFFICE SERVICES
We guide our clients through liquid and illiquid investment strategies, tax management techniques, trust & estate counsel, and more. We deliver the most advanced methodology in the business. We are your total wealth management solution and your financial success is always on our minds.

 
Always growing with our experienced and nuanced approach
 
STRUCTURED SERVICE
We provide custom services based on your unique wealth management needs. The lines of communication are always open. Working with you, your family attorneys, accountants, and advisors towards the same goal is our priority. Communication and collaboration is the foundation for ultimate success. Trust the process.

 
REPORTING
Reporting on all assets in all locations can be a difficult endeavor depending on the openness of the platforms we’re interacting with. We have the ability to report on both the total current picture and the historical performance. Think of us as the CFO for your family. It’s our role to help you build a unified and lasting family enterprise. Our team maintains detailed information on future and current assets and liabilities to help inform complex financial decisions. Data-driven decision making allows for greater confidence.

 
EXPERT NETWORK
Our network of experts is available to you. We regularly coordinate your key providers, such as accountants, trust lawyers, insurance agents, legacy planners, property managers and other key professionals. We quarterback your team in support of your family’s financial goals so that you don’t have to.

 

If you would like to learn more or speak with a member of our team about working with us, please email us at clients@osboncapital.com or call our office at (617) 217-2772.

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Investment Management

Investing for the future

We pair experience with a commonsense approach to ensure that investments and allocations are risk-adjusted for our clients. Our strategies are founded on rational, thoughtful, and analytical decisions based on rigorous research.

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Private Investments

Valued capital assets

We have decades of experience and a robust network within private equity, venture capital, angel investments, real estate, qualified opportunity zones and other areas that offer diversification and increased potential return.

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Cryptocurrencies

A Rapidly Innovating World

Cryptocurrencies and the blockchain contain the seeds of the future of commerce, governance and monetary strategy.

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Let's Talk

What does the ideal investment advisor relationship look like to you?

REACH OUT

Let's Talk

As your family changes, are your investments keeping up?

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Let's Talk

Research and experience matters.

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Let's Talk

How can you pass your personal and financial values on to the next generation?

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Let's Talk

Are your investments properly aligned to your unique set of risks and opportunities?

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Thought leadership – we publish a new article every week

Week 2: Large But Not In Charge, Socially Aware Investing and AP Photography NFTs

Jan 12, 2022 - Max Osbon ( 7 mins to read)

Briefing: The S&P 500 does not allow unprofitable companies into the index, so we took a look at the current list of the top ten unprofitable US companies. Six of those companies are in the Nasdaq Index. | A recent survey related to corporate leadership showed that the general American public wants better quality jobs and better wages. | Associated Press will begin selling photography NFTs on M...

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Week 1: Byron Wien’s Predictions and The Great Robotics Rollout

Jan 5, 2022 - Max Osbon ( 6 mins to read)

Happy New Year and Welcome to Week 1 of 2022! Briefing: Byron Wien released his annual markets surprise list highlighting global energy challenges as a recurring theme. | We have seen the first proofs of concept of a diverse set of robotic workers ready for everything from grills to warehouses. | The Oculus headset outsold the Xbox for the first time marking a major milestone in VR and metav...

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Week 51: Inspiring Workers, Giving and Gratitude

Dec 22, 2021 - Max Osbon ( 4 mins to read)

Inspiring workers: wages and labor participation There’s a lingering question in the US around unemployment, and many wonder how long we can have both a shortage of workers and a relatively high unemployment rate. In the US, we peaked at 158.7mm workers in February 2020, just before the onset of COVID. Today we are back to the 155.1mm US worker level, just a few million short of the all-time...

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