Calculators
Wealth Series Articles

The First Component of True Family Wealth
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?
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The Four Components of True Family Wealth
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.
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House Rules For The Truly Wealthy
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.
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Seven Habits of Truly Successful Families
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…
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Education Center Articles

The Umbrellas Made It Rain
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.
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The Heart Behind The Writing
Apr 4, 2018 - John Osbon ( 4 mins to read)
I put a lot of energy into the articles and blog posts written for osboncapital.com. 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.
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