XCEPTION FAMILY OFFICE

Overview

Xception Family Office is an independent SEC-registered investment adviser organized as a limited liability company that positions itself as a family-office-style RIA and capital allocator. The firm serves individual and family clients and combines fee arrangements that include a percentage of assets under management, fixed fees, and other fee structures. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Xception reports affiliations with another investment adviser and a law firm and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives