Wealth, considered across generations.
Investment, planning, and private banking services for clients with meaningful long term goals.
These pages describe planned OBS capabilities for the controlled pre-launch environment. Public product applications are not currently available.
Investment Accounts
Taxable and retirement investment accounts in one consolidated OBS portfolio.
- Individual, joint, and retirement accounts
- Consolidated performance view
- Direct link to planning and advice
Portfolio Management
Diversified portfolios managed to your risk profile and objectives.
- Risk based portfolio design
- Ongoing rebalancing
- Quarterly performance review
Private Banking
Dedicated private banking for complex banking, credit, and cash needs.
- Named private banker
- Bespoke credit solutions
- Coordinated banking and investing
Retirement Planning
Long horizon planning for income, healthcare, and lifestyle in retirement.
- Income projection modeling
- Contribution and withdrawal strategy
- Annual review with your advisor
Financial Planning
A written plan connecting income, savings, tax, and investing decisions.
- Cash flow and net worth analysis
- Goal based planning
- Living document, reviewed regularly
Estate Planning
Structure your estate so wealth transfers cleanly to the people you choose.
- Coordination with your attorney
- Trust and beneficiary review
- Multigenerational transfer strategy
Investment Insights
Editorial research and commentary from the OBS investment team.
- Markets and macro commentary
- Portfolio construction notes
- Client only publications
Advisory Services
Discretionary and non discretionary advice from senior OBS advisors.
- Named senior advisor
- Discretionary and non discretionary mandates
- Regular strategy reviews
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