Foundations & Endowments

How we serve foundations & endowments

As with many institutional investors, foundations and endowments

benefit from the type of active management that distinguishes ExCel's team and our approach to investing. With over 20 years of experience, our focus areas include:







Outsourced Chief Investment Officer

We serve as an objective fiduciary to oversee, advise and provide services on your overall investment portfolio, ranging from real estate, private equity, loans, and other non-traditional investments.

Our services include:

  • Determine cash flow and/or total return needs by entity
  • Develop overall investment strategy approach
  • Create investment policy statements for each entity
  • Oversee all investment accounts regardless of institution
  • Provide deal due diligence on all real estate and private equity transactions
  • Deliver aggregated investment reports
  • Source of debt and equity for real estate and private equity related transactions
  • Provide asset management of real estate and private equity

Outsourced Chief Financial Officer

ExCel can serve as your independent head accountant, managing all aspects of your financial operations, including cash management, financial reporting, income tax compliance, expense monitoring, financial statement audits and annual budgets.

Our services include:

  • Produce income statements, balance sheets, cash flow schedules
  • Reconcile all investment accounts
  • Manage accounting and reporting for cash and liquidity
  • Produce custom and tailored financial reports
  • Manage income tax reporting and compliance
  • Construct annual budgeting
  • Conduct expense reconciliation and maintain cost control

As part of your strategic philanthropy, we can coordinate your grantmaking and grants administration.

We can serve as your independent accountant solution, managing all aspects of the your reporting and tax compliance needs.

We invite you to
contact us

ExCel Global
Family Office

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