William Exeter

Current

Founder and Advisory Board Member at The Center for Wealth & Legacy Studies
President and Chief Executive Officer at Exeter 1031 Exchange Services, LLC
President and Chief Executive Officer at Exeter Fiduciary Services, LLC

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Past

President and Chief Executive Officer at Diversified Exchange Corporation
Executive Vice President and Chief Operating Officer at Chicago Deferred Exchange Corporation
Executive Vice President and Chief Operating Officer at The Chicago Trust Company of California (formerly Security Trust Company)

Vice President and Chief Financial Officer at Central Exchange Corporation
Assistant Vice President and Controller at OneCentral Bank

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2 more...

Education

California State University-Los Angeles

Recommended

21 people have recommended William

Connections

289 connections

Industry

Real Estate

Websites

William Exeter’s Summary

William L. Exeter is the President and Chief Executive Officer for Exeter 1031 Exchange Services, LLC and Exeter Fiduciary Services, LLC and their affiliate companies.

Mr. Exeter has been in the financial services industry since 1980 and entered the 1031 exchange and fiduciary services industries in 1986. He has written and lectured extensively on 1031 exchange and 1033 exchange transactions, on Tenant-In-Common (TIC) Properties as like-kind replacement property solutions and on Title Holding Trusts (Land Trusts.

In addition, Mr. Exeter is the owner and host of The Exeter Group Real Estate Talk Radio Show™, is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO and on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego.

Exeter 1031 Exchange Services, LLC is a national institutional Qualified Intermediary that administers all types of 1031 Exchanges in all 50 states.

Exeter Fiduciary Services, LLC is a private fiduciary services provider that administers Title Holding Trusts (Land Trusts), Deferred Sales Trusts, and family living trusts throughout the California market place.

Exeter has offices in San Diego (HQ), Irvine, Ontario, Bakersfield, Fresno, San Francisco, California, as well as Kona, Hawaii, Springfield, New Jersey, and East Northpark, New York.

You can reach our national corporate headquarters office at (619) 615-4210, toll free at (866) 393-8370, or ask any 1031 exchange related question via email at ask@exeterco.com.

You can contact our branch office nearest you by calling (866) 393-8377.

William Exeter’s Specialties:

Our 1031 exchange services include forward, reverse and improvement 1031 exchanges for real and personal property. We administer all types of 1031 exchanges in all 50 states.

Our private fiduciary services include the administration of Title Holding Trusts (Land Trusts), Deferred Sales Trusts, and regular living trusts throughout California.

Our clients include individual, corporate and institutional investors/taxpayers.

William Exeter’s Experience

Founder and Advisory Board Member

The Center for Wealth & Legacy Studies

(Investment Management industry)

September 2008 — Present (11 months)
President and Chief Executive Officer

Exeter 1031 Exchange Services, LLC

(Privately Held; 11-50 employees; Real Estate industry)

February 2006 — Present (3 years 6 months)

Exeter 1031 Exchange Services, LLC is a national Qualified Intermediary that administers tax-deferred exchange transactions pursuant to Section 1031 of the Internal Revenue Code.

Exeter Fiduciary Services, LLC is a private fiduciary services company serving as Trustee for Title Holding Trusts and other types of trusts as well as serving as Custodian for various custodial accounts and relationships.
President and Chief Executive Officer

Exeter Fiduciary Services, LLC

(Privately Held; 11-50 employees; Real Estate industry)

December 2005 — Present (3 years 8 months)

Exeter Fiduciary Services, LLC, a private fiduciary services company, is a leading provider of specialty fiduciary, trust and custodial services designed for the real estate industry, including serving as Trustee of Title Holding Trusts, Deferred Sales Trusts™ and Qualified Trust Accounts for 1031 exchange transactions.
President and Chief Executive Officer

Diversified Exchange Corporation

(Privately Held; 11-50 employees; Real Estate industry)

May 2002 — February 2006 (3 years 10 months)

Diversified Exchange Corporation is a national qualified intermediary for 1031 exchange transactions.
Executive Vice President and Chief Operating Officer

Chicago Deferred Exchange Corporation

(Privately Held; 11-50 employees; Real Estate industry)

August 1989 — January 2002 (12 years 6 months)

Chicago Deferred Exchange Corporation is a national qualified intermediary for 1031 exchange transactions.
Executive Vice President and Chief Operating Officer

The Chicago Trust Company of California (formerly Security Trust Company)

(Privately Held; 11-50 employees; Financial Services industry)

August 1989 — January 2002 (12 years 6 months)

The Chicago Trust Company of California was an independent trust company licensed by the California Department of Financial Institutions to conduct a trust and investment management business, including tax-deferred like-kind exchange services.
Vice President and Chief Financial Officer

Central Exchange Corporation

(Real Estate industry)

1986 — 1988 (2 years)
Assistant Vice President and Controller

OneCentral Bank

(Commercial Real Estate industry)

1981 — 1986 (5 years)

William Exeter’s Education

California State University-Los Angeles

Bachelors of Science , Accounting , 1985 — 1989

Additional Information

William Exeter’s Websites:

William Exeter’s Groups:

Founding Member of the Federation of Exchange Accommodators, Member of the Tenant-In-Common Association (TICA), Member of the California Escrow Association and its chapter San Diego County Escrow Association, involved with Nor-Cal Escrow Association, San Diego CCIM, San Diego CREW.