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 46: The US Constitution, Tracking Web3.0 Hacks, and so on.

Nov 17, 2021 - Max Osbon ( 5 mins to read)

Briefing: A discord channel raised $30m+ in four days to buy the only privately held copy of the US Constitution from Sotheby's, foreshadowing a world where DAOs with passionate leadership gain significant power. Tracking frauds, failures and security breaches in Web3.0. The largest hack to date was returned by the hacker. Don't get carried away with parabolic commodity prices. They ...

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Week 45: Web3.0 Evolutions

Nov 10, 2021 - Max Osbon ( 9 mins to read)

We're covering Web3.0 this week because the space is evolving rapidly and we want to mark the progress and evolution for our readers. This article covers some of the most notable and relevant updates that we think everyone will find valuable as we look into the future of Web3.0. Skepticism is an expensive habit It feels smart to look at new technology through a critical lens, but optimism and...

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Week 44: Market Caps, Interoperability, Semiconductors & Squid Games

Nov 3, 2021 - Max Osbon ( 8 mins to read)

Briefing: The market capitalization of an investment is dependent on the distribution of ownership and liquidity. Squid Game's popularity is so powerful it spawned a new currency... that promptly went to zero. Interoperability refers to compatibility between software systems and data sets. It's an essential component of the future of our interconnected digital world. ASML semiconduct...

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