As a Virtual Business Family Office, we provide a wide range of services tailored to meet the needs of business owners and their families. From TAX PLANNING (RE-MMAP) for your business and personal taxes, to estate planning, business valuations, and business brokerage – Excel Empire offers you a dedicated team of specialists you cannot find anywhere. The coordination that comes from working with Excel Empire is so much more effective than working with a local CPA, a Business Coach from somewhere else, and a Financial Advisor that does not work with either of them. Family-run businesses may require structures for succession planning, a trust, or a foundation for the family-held assets. Given the complexity of these situations, clients may utilize Excel Empire to help in alignment with your goals and objectives. Excel Empire can also help coordinate non-financial issues, such as private schooling, travel, and miscellaneous household arrangements.
| Website | https://excelempire.com |
| Employees | 36 (14 on RocketReach) |
| Founded | 2023 |
| Address | 1601 Belvedere Rd Suite E-104, West Palm Beach, Florida 33406, US |
| Phone | +1 888-641-1989 |
| Industry | Financial Services |
| Keywords | Virtual Family Office, Family Office Services, Tax Planning, Estate Planning, Business Valuation, Financial Planning, Wealth Management, Business Succession Planning, Business Ownership Transition, High-Net-Worth Individuals, Business Consulting, Tax Optimization, Asset Protection, Investment Management, Financial Advisory, Estate Administration, Legacy Planning, Retirement Planning, Tax Preparation |
| Competitors | Vertex42 LLC, Microsoft, Spreadsheet.com, Smartsheet, Google, Zoho, Airtable, 스타트업 인사이드 ❘ Startup Inside, monday.com, Trello +40 more (view full list) |
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Brian Fannin is the President and Chief Operating Officer of Excel Empire.
14 people are employed at Excel Empire.
Excel Empire is based in West Palm Beach, Florida.