Xception Family Office offers investment management and financial planning services. These services include business planning, cash flow forecasting, trust and estate planning, investment consulting, insurance planning, retirement planning, risk management, charitable giving, distribution planning, and tax planning. Xception manages investments using mutual funds, exchange-traded funds, and independent investment managers. Xception also provides advice on legacy positions or other investments held in client portfolios.
Fee Structure
Xception Family Office offers wealth management services that include investment management. The annual fee for managing your investments ranges from 0.35% to 1.00% of the value of your account. Xception generally requires $5,000,000 in investable assets but makes exceptions on a case-by-case basis.