Fierce Advocacy
Full Perspective
Critical Thinking
Self-Governing
Our expert guidance requires high conviction and fierce advocacy on behalf of our clients. Many experts today provide ‘options’ instead of ‘advice’ and require clients to select a direction from among several unclear paths.
Our dedication to fierce advocacy requires us to thoroughly evaluate reasonable options and to select the path we believe best suits our clients. Our guidance also must withstand potential counterpoints and challenges from other experts, strategic partners, and colleagues, and our fierce commitment to the best interests of clients will always supersede our ego. We will always pursue the path that is best for clients, even if the best ideas did not originate from us.
Our firm is dedicated to adding value for each client’s ‘Big-picture’ across a whole household’s balance sheet and also across a long-term relationship timeline and future family generations. In today’s world of extreme specialization, it can be easy to lose sight of this full perspective.
Our deep focus on tactical elements of client advice must integrate with other strategic planning stemming from our own firm and other strategic partners. Our strategic plan designs often impact family wealth across multiple generations and must be developed and executed with current and future family goals and flexibility in mind. Our goal is a truly unique, holistic, and long-ranging advisory relationship.
First and foremost, our clients seek expertise across all our service areas to address the complexities in their ultra-high-wealth households.
Our dedication to critical thought and attention to detail separates us from firms offering traditional thinking and conventional wisdom to mass affluent. While some conventional wisdom can be scaled for use with the ultra-wealthy, Xception’s clients often require unconventional strategies to address uncommon issues or opportunities unique to the ultra-wealthy. Continuous critical thought helps us provide the right blend of conventional and unconventional expertise to meet our clients goals.
Our firm is wholly owned by our founding advisors without any outside investors or stakeholders who may influence what Xception can and cannot do.
Many professional firms today are constrained in their service capabilities by an approach to compliance and risk management that places firm safety above providing the best guidance to clients. Without minimizing the critical importance of complying with laws and regulations, our firm’s dedication to critical thought and fierce advocacy demands that we do everything in our power to recommend and pursue the absolute best guidance for our clients.