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 on serving our clients’ interests. In other words, we have no third party 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 have sophisticated methodologies that we work to continuously refine and improve. 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?

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As your family changes, are your investments keeping up?

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Research and experience matters.

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

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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

Treasuries, Patience, Bits

Sep 28, 2022 - Max Osbon ( 5 mins to read)

Treasuries Treasury yields are drawing attention now that they yield between a 2-4% risk-free rate of return. Treasury Bills (TBills) are liquid and commonly used by financial professionals, but most people are only vaguely familiar with what they are and how they work. For example, Warren Buffett keeps Berkshire Hathaway’s cash in T-Bills. We last used TBills in 2018, when rates were briefly ...

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The Fed, Lithium, Merge

Sep 21, 2022 - Max Osbon ( 5 mins to read)

The Fed As expected, the Fed raised rates yesterday by .75% to bring the Fed Funds rate to its highest since 2007. As of now, futures markets expect another .75% hike in November to bring the rate to 4% and a peak of 4.75% by March 2023. Commodity prices continue to fall, which will help bring down inflation numbers. Many of those commodity prices will be negative by March, except for housing ...

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Inflation and Aftershocks

Sep 14, 2022 - Max Osbon ( 4 mins to read)

Notes on Inflation Next week brings the Sept 21st Fed rate hike, which is expected to be 75bps. Former Secretary of the Treasury Larry Summers has been outspoken about the reasons for a 100bps hike, namely that we need to be more aggressive because inflation changes are reacting too slowly, if at all. Either way, this next hike brings the Fed funds rate to 3.25%, the highest level since 2008...

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