Access & Referrals to Experts

Successful Families with substantial assets need additional services

 

Our team of experts is available to you. With their depth of experience and understanding, they proactively advise you on all the financial strategies that are important to your success. As your financial integrator we coordinate your key providers, such as accountants, trust lawyers and insurance agents, as well as legacy planners, property managers and other professionals. We’ll quarterback your team for best results in support of your investment goals.

Peace of Mind

Osbon Capital relieves money stress by managing both the complex and routine aspects of investing, leaving you more time for what matters most to you.

Plan for Adventure

Our comprehensive values-based investment planning process ensures every aspect of your financial plan is considered. Even your adventures.

Security for your Children

Our process ensures your children develop financial literacy. We prompt conversations around the protection and wise use of family wealth.

Case Story

Divide and conquer

As successful professionals, they prefer to focus on what they do best. One makes the investment decisions. The other manages day-to-day aspects of the family. They both deeply understand the power of a long-term perspective as they invest for the family. We make sure both are fully informed at all times, and that a plan is in place if either one needs to take over in an emergency.

Access & Referrals to Experts Articles

To Give or Not To Give

July 12, 2017 - Emily Scott

When asked what one of the bigger personal challenges a philanthropist faces, the answer often is “saying no when asked for funding, board participation, or a time commitment.”  At The Philanthropy Workshop, where I am an alumna, we refer to this as the investment of our time, treasure, and talent.

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Let the kids touch the money

July 5, 2017 - Steve Mott

Would you turn your family checkbook over to a twelve year-old kid? My mother did. It went better than you might expect.

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The D10: Ten events. Infinite challenge.

May 31, 2017 - Max Osbon

Our favorite event of the year has a new name for 2017 – The D10 – but the big idea hasn’t changed. Each summer we run, jump, throw, lift and more, all for charity. The competition is fast approaching in July. We’re excited, working hard to get ready, and raising money for Dana Farber too.

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