Serving funds, family offices, and foundations
Holistic, turnkey solutions that enable fund managers to focus on their investments.
Concierge, administrative, bookkeeping and accounting services for Family Offices.
Panchee Advisory provides marketing, investor relations and GP accounting for emerging and established managers.
White glove support for:
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.
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.
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.
Over 80 years of combined experience from large financial institutions including Citigroup, JP Morgan Chase, Neuberger Berman, Credit Suisse, PricewaterhouseCoopers, Deloitte, and Arthur Andersen.
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.
We provide a highly experienced team of industry specialists with solutions that are tailored to our client’s budgets.
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.
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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.
© 2024 Panchee Advisory, LLC.
200 Business Park Drive, Suite 105, Armonk, NY 10504
T: 212.500.1230
E: inquiries@pancheeadvisory.com