ExCel Global Family Office is a family office - multi based in Boca Raton, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
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.
Investment types: Debt Financing, Growth Capital, Investment Funds, Private Equity
Sectors & themes: Business & Administrative Services, Commercial Property Acquisition & Development, Concierge Services, Corporate Finance Consulting, Debt Management, Diversified Finance Consulting, Education, Endowment Fund, Fixed Income/Debt Securities, Grants & Scholarships, Investment Management, Legal & Tax Services, Multi-Asset Investing, Real Assets, Residential Property Acquisition & Development, Wealth & Estate Planning, Research & Consulting Services, Insurance Products & Services Alternative Investments, Commercial & Professional Services, Finance, Financial Services, High-Level Sectors, Non-Profit, Professional Business Services, Real Estate, Real Estate Investment & Development, Tourism & Hospitality, Traditional Investments (Liquid Assets), Insurance Services
Preferred geographies: United States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.