A complete list of active advisors currently associated with Xception Family Office

Warmer can help you find a great advisor at Xception Family Office or one who fits your needs even better.

Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high‑net‑worth individuals, families, trusts, estates, and certain corporate clients. The firm reports managing roughly $189 million in discretionary assets for a small client base served by two advisors, and offers ongoing financial planning, tax and estate guidance, and investment consulting. The firm’s investment approach emphasizes asset allocation and a blend of passive vehicles and specialist third‑party managers, using quantitative and qualitative due diligence to select independent managers and alternative exposures. Portfolios may include mutual funds, ETFs, privately placed securities, structured products, and options strategies when appropriate, with continuous monitoring and the ability to accommodate legacy or concentrated positions. Compared with many peers, Xception maintains formal affiliations with outside financial and legal entities, including attorney services provided through Kan & Clark LLP and relationships with a FINRA broker‑dealer and other registered advisers, and its staff may engage in outside business activities that are disclosed and monitored. Certain associated persons also serve as trustees for client accounts—creating limited custody arrangements that the firm discloses and supervises—and the firm focuses its client base on high‑net‑worth households rather than retail, lower‑net‑worth individual clients.

To learn more about the advisors currently working at Xception Family Office, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.