HIGH TOUCH SUPPORT

Serving funds, family offices, and foundations

Our Services

FUND SERVICES

Panchee Advisory provides marketing, investor relations and GP accounting for emerging and established managers. 

  • Brand Strategy
  • Pitchbooks & Collateral Design
  • Logistical Support for Fundraising
  • Industry Conferences
  • Fund Database Management
  • RFP Support
  • CRM Management

White glove support for:

  • Subscription & Redemption
  • Capital Calls & Distributions
  • Investor and Board Meetings
  • Accounts Payable & Receivable
  • Transaction Recording & Reconciliation
  • Controller Services

Foundation SERVICES

Backed by decades of premier financial institution experience, our ambassadors possess the professionalism and expertise to provide a superior service to Trustees which include all aspects of accounting, compliance and administration related to form 990-PF entities.

  • Grant payment processing and commitment tracking
  • Coordinate Trustee meetings, materials and minutes
  • Accounts payable & receivable
  • General ledger maintenance
  • Financial summary preparation

Foundation SERVICES

Backed by decades of premier financial institution experience, our ambassadors possess the professionalism and expertise to provide a superior service to Trustees which include all aspects of accounting, compliance and administration related to form 990-PF entities.

  • Grant payment processing and commitment tracking
  • Coordinate Trustee meetings, materials and minutes
  • Accounts payable & receivable
  • General ledger maintenance
  • Financial summary preparation

Family Office SERVICES

High net worth families understand that there are significant opportunity costs associated with how they choose to manage their daily schedules. Time-consuming matters related to administration and household finances, while critically important, tend to fall significantly below the ROI threshold versus a multitude of competing considerations. As such, these affairs are typically conducted by an in-house staff or outsourced to 3rd parties with specific domain expertise.

  • Household budget preparation & cash flow forecasting
  • Bill Payments and Processing
  • Bank and credit card reconciliation
  • Travel arrangements
  • Vendor procurement & management
  • Tailored assistance programs

OUR SPECIALISTS

Highly skilled professionals

Over 80 years of combined experience from large financial institutions including Citigroup, JP Morgan Chase, Neuberger Berman, Credit Suisse, PricewaterhouseCoopers, Deloitte, and Arthur Andersen.

OUR APPROACH

Scalable and Customizable

We take a highly flexible approach to client engagements.  Our solutions range from time sensitive, ad hoc requests, such as pitchbooks and RFP responses, to fully dedicated third party investor relations support.

OUR VALUE

Customized Cost Effective Support

We provide a highly experienced team of industry specialists with solutions that are tailored to our client’s budgets. 


TEAM OF SPECIALISTS

Panchee Advisory employs a group of qualified and highly skilled professionals who offer more than 80 years of combined experience from financial institutions such as Citigroup, JP Morgan Chase, Morgan Stanley, Lazard, Neuberger Berman, PricewaterhouseCoopers, Deloitte and Arthur Andersen.

NIDA PANCHEE

FOUNDER

ALISON BERNSTEIN

OPERATIONS

ANABEL OYAMA

ACCOUNTING

ANNETTE WEIL

OPERATIONS

DENISE STOGSDILL

ACCOUNTING

JANET CORTAZZI

HUMAN RESOURCES

JULIE LOWRY

MARKETING

LOUIS MELLET

MANAGING DIRECTOR

SANDRA NOBLE

MARKETING

Panchee Advisory Updates

Latest news, insight, thoughts and comments from the Panchee Advisory team.

COMMENTARY

Financial Services Branding – Thoughts and Considerations – December 2023

PANCHEE ADVISORY BROCHURE

Foundation Support Services

PERSPECTIVES

Fundraising Environment 2024 – Forbes 2024 Predictions

Updates and Insights

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Contact Us

To contact us, please call 212-500-1230, email inquiries@pancheeadvisory.com or complete the following form and click “Submit”.  A member of our team will respond within 24 hours.