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Provide financial perspective across generations

Financial literacy starts early and will last a lifetime. We are experienced in setting up investment education plans for the family, from kids to grandparents. True family wealth comes from four components.

They are available to you through Osbon Capital.


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5 Million Dollar Man

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Wealth Series Articles

Feb 7, 2017 - John Osbon ( 5 mins to read)

This is our second in a series exploring the elements of true family wealth. Last week we covered the obvious and most easily measured one, financial capital. This week we’re on the most important one, according to family and wealth expert, Charlie Collier. As you consider your own family, this category deserves lots of attention. So what is it and why’s it so important?


Feb 1, 2017 - Max Osbon ( 5 mins to read)

Following the popularity of last week’s article, we’re launching a four-part series and taking a deeper dive into Charlie Collier’s philosophy of true family wealth. Charlie spent 25 years advising Harvard’s largest philanthropic families. Over the next few weeks, we’ll explore each of the four wealth components in more depth. We’re starting today with the foundation of wealth, your Financial Capital. How should it fit into your family?


Jan 25, 2017 - Max Osbon ( 6 mins to read)

When you think about wealth in your family, are you only thinking about financial assets? Charlie Collier says there’s much more to the story. Charlie, a former Senior Philanthropic Adviser at Harvard University for 25 years, is considered one of the world’s top experts on family wealth. Based on his extensive experience at one of the largest philanthropic organizations in the world, second only to the Vatican, he says it’s important to think past money when considering wealth.


Feb 22, 2017 - Max Osbon ( 5 mins to read)

Where do you keep your house rules? Are they hanging on the fridge, framed in your study or simply preserved through an unspoken mutual understanding? The fourth installment of our True Family Wealth series is about intellectual capital, which includes the framework for making decisions in wealthy families. The intellectual capital topic often sits untouched and unarticulated. Here’s how it can help you.


Feb 28, 2017 - John Osbon ( 3 mins to read)

For several weeks we’ve been discussing what Charlie Collier found when he studied what made wealthy families truly successful over the long term. While panning for nuggets from our previous posts, we see seven indispensable practices that maximize family wealth, and here they are…



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.


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


Our process makes sure your children have the financial literacy to appreciate the family wealth and use it wisely.

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How do you convey your financial values and priorities to the next generation in your family?


Education Center Articles

How Misunderstanding Correlation & Causation Screws Up Our Intuition

Apr 18, 2018 - John Osbon ( 4 mins to read)

Can a candidate buy an election? Or can a super PAC make the purchase for him? With mid-term elections on the horizon, the effect of campaign spending on election outcomes will be big news again. It makes me wonder if running for office is a voting process or simply an auction. Does spending by candidates and PACs actually predict success? And what does this have to do with investing? Here’s what I’ve learned.


Apr 4, 2018 - John Osbon ( 4 mins to read)

I put a lot of energy into the articles and blog posts written for Talk may be cheap and fleeting, but writing lasts. A well-written article can inform, clarify, educate, motivate, entertain and help you see familiar facts or ideas in a new light.


Mar 14, 2018 - Max Osbon ( 3 mins to read)

Many of the missteps people make related to taxes are errors of omission — simple oversights that lead to higher tax bills than necessary, or even penalties and interest. As we head into the last thirty days of the tax season here are four reminder questions to ask yourself before April 15th.