To help successful business owners clarify their goals and execute coordinated strategies to optimize, enjoy, protect, and pass on their life's work.
Xception Advisory Group was founded in 2014 by Patrick Callahan, JD. Xception offers a range of services tailored for successful, ultra-high-net-worth entrepreneurs seeking better coordination of their business, estate, financial and tax planning.
At Xception, our CLIENTS are the Xception to the rule.
Most of our clients are first generation entrepreneurs who built their business from scratch into multi-million-dollar enterprises. They have a broad wealth footprint with business activities and assets across the US and abroad, further adding to planning complexity.
Our clients have unique planning needs that are typical for entrepreneurs but differ from other wealthy clients. High-net worth entrepreneurs have different mindsets, decision making styles, planning issues, and opportunities that simply do not apply to most individuals. Financial advisors is dedicated to non-entrepreneur families and individuals may not be suitable for this type of business owner. You need an advisor with expertise and focus dedicated to entrepreneurs. This is the purpose of Xception Advisory Group.
Every client relationship begins with a basic amount of trust. Our goal is to cultivate that trust through the way we listen, observe, respond, and counsel. After executing successful strategies over time, we find that trust matures into confidence. Confidence in our team, our advice, our attention to detail, and our care for clients. That type of Confidence is rare, must be earned over time. Xception strives to earn that Confidence from our clients.