About
ExCel

ExCel Global Family Office

Our firm is comprised of senior advisors from around the world who have over 100 years of combined family office experience. We pride ourselves on the ability to deliver a custom family office solution that does not require you to move assets from your preferred institution(s) or to pay an asset under management (AUM) fee. In this way, we are completely aligned and accountable to you and the work we perform. We oversee your illiquid and liquid assets wherever they may reside and charge a pre-negotiated, flat fee based on volume of work and complexity.

Our family governance offering, “Seed for Success” is our copyrighted program and the foundation of our family office solution. This is intentional, because we know that for any family office solution to work long term it first begins with empowering the health of family members and their advisors to communicate and make thoughtful decisions both individually and collectively.

We look forward to being of service!

As a multi-family office,

we actively manage our clients’ liquid and illiquid portfolios. We are dedicated to helping them simplify their lives by creating and implementing an organized structure to successfully manage their financial affairs.

As an advisory firm,

our solutions are tailored to assist in minimizing tax obligations. For example, we work with business owners prior to the sale of their business to ensure that they mitigate federal and state capital gains tax upon completion of a liquidity event.

Your Personal CIO‑CFO

We differentiate
ourselves

We are not
pre‑disposed

We have the ability
and skills set

by serving as your personal CIO-CFO with experience, expertise and the proven benefits of being independent.

to selling a proprietary investment solution and are agnostic in terms of where assets are being held and in what form.

to source, provide due diligence and advise on real estate, private equity investments and other assets that are not held as a security.

We differentiate
ourselves

by serving as your personal CIO-CFO with experience, expertise and the proven benefits of being independent.

We are not
pre‑disposed

to selling a proprietary investment solution and are agnostic in terms of where assets are being held and in what form.

We have the ability
and skills set

to source, provide due diligence and advise on real estate, private equity investments and other assets that are not held as a security.

Individually, our businesses provide expertise to help you take command of your financial future. Together, ExCel provides a comprehensive experience to ensure that your overall needs are served reliably, creatively, and discreetly.

We invite you to
contact us

ExCel Global
Family Office

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