Client Login

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.

LEARN MORE ›

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.

LEARN MORE ›

Performance Reporting

Complete reporting on all assets at Osbon Capital and elsewheres

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.

LEARN MORE ›

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.

LEARN MORE ›

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.

LEARN MORE ›

Let's Talk

Your family is changing. Is your portfolio keeping up?

REACH OUT

Latest Articles

If I’m Holding Cash, Where Should It Be?

Nov 14, 2018 - John Osbon ( 3 mins to read)

Intense market volatility over the last few months has been a good reminder that money needed in the next 3 to 24 months should not be in stocks. It should be in a safe, interest-generating investment. The first option that comes to mind is usually bank CDs with FDIC insurance. CDs, like many heavily marketed investment products, are often not the optimal choice. Here is what we are doing with cash today.

READ MORE ›

When You Are Acquired: The 3 R’s

Nov 7, 2018 - John Osbon ( 4 mins to read)

More than 35 Boston area companies have been acquired so far this year. Almost all were privately held. When you are acquired, it’s not just a life-changing liquidity event, it’s validation of your business model and a hard-earned reward for your ideas and long hours. In the big deal, you’ll receive cash, stock and/or incentives to continue working. Then what? Based on my 30 years working with fortunate business sellers, here are three capital R’s to help you get the right…

READ MORE ›

5 News Events to Wrap Up 2018

Oct 31, 2018 - John Osbon ( 5 mins to read)

The final nine weeks of the calendar year have already started. While we can’t predict prices over the short term we can pick out the news stories that will impact markets worldwide until year end and into 2019. Here are our top five picks, listed in order of importance.

READ MORE ›