ExCel Global Family Office

Multi Family Office (MFO)Boca Raton, United States
Boca Raton
Headquarters

About ExCel Global Family Office

ExCel Global Family Offices is a multi-family office advisory firm focused on delivering advice and solutions that are innovative, completely customized and actively managed. ExCel serves highly successful individuals and families, business owners, entrepreneurs and family offices seeking the objective guidance of an experienced team of consultants who provide independent and unbiased advice to address the tax planning and financial management needs of its clients. The firm specializes in simplifying often complex family, business and market dynamics, navigating and preparing clients for the successful sale of their business or other wealth transfer events.

Preferred Investment Types

Debt FinancingGrowth CapitalInvestment FundsPrivate Equity

Preferred Sectors & Themes

Business & Administrative ServicesCommercial Property Acquisition & DevelopmentConcierge ServicesCorporate Finance ConsultingDebt ManagementDiversified Finance ConsultingEducationEndowment FundFixed Income/Debt SecuritiesGrants & ScholarshipsInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingReal AssetsResidential Property Acquisition & DevelopmentWealth & Estate PlanningResearch & Consulting ServicesInsurance Products & Services Alternative Investments

Preferred Geographies

United States

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Frequently asked questions

What type of investor is ExCel Global Family Office?

ExCel Global Family Office is a multi family office (mfo) based in Boca Raton, United States.

Where is ExCel Global Family Office headquartered?

ExCel Global Family Office is headquartered in Boca Raton, United States.

What does ExCel Global Family Office invest in?

ExCel Global Family Office focuses on Debt Financing, Growth Capital, Investment Funds, Private Equity, Business & Administrative Services, Commercial Property Acquisition & Development, Concierge Services, Corporate Finance Consulting.

How can I contact ExCel Global Family Office?

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