Our new website is under construction.

Xception Family Office was established to serve select families that have amassed substantial wealth but not enough to effectively amortize the cost of setting up and maintaining their own family office. We’re not guided by sales or asset gathering goals, allowing us to work with a limited number of clients with quality and personalized attention.

Our multi-family office services:

  • Traditional Investing and Cash Flow Planning

  • Private Investment Opportunities

  • Estate Planning and Wealth Transfer Strategies

  • Pre-Transaction and Exit Planning

  • Financing Solutions and Credit Strategy

  • Charitable Planning Strategies

  • Family Governance and Education

  • Insurance Advisory

  • Consolidated Performance Reporting and Portal

Who we serve:

  • Ultra High-Net Worth Individuals

  • Multi-Generational Families

  • Private Business Owners with Concentrated Holdings

  • Public Company C-Suite Executives

We’re 100% employee-owned with no private equity interests