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ExCel Global Family Office

EST. AUM
$500,000,000

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Firm Details

Metro area Boca Raton, FL
CRD Number
Website excelgfo.com
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Overview

ExCel Global Family Offices is a multi-family office 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.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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