Family Administrative Services
Administrative, operational and concierge support for high net worth families
OUR CAPABILITES
The organizational structure for family offices is becoming increasingly well-defined. Optionality with respect to investment management, legal guidance, and financial planning is becoming increasingly robust, particularly as large financial institutions increase resource allocation servicing these specific functions. At Panchee Advisory, our focus is on providing a holistic solution for the daily administrative burdens facing U/HNW families.
Accounting & Reporting Services
Expense Reporting
Cash Flow Forecasting
Bank Account reconciliation
Financial Statement Preparation
Project Budgeting and Tracking
Private Investment Reporting
Administrative
Support
Bill Payments
Reservations
Appointment Scheduling
Calendar Management
Registrations, Memberships
File and Document Management
Concierge
Services
Personal Shopping
Travel Planning
Yacht/Private Jet
On-site services
Bespoke Requests
There are two aspects to our approach:
First, we provide dedicated resources for HNW households to directly execute on a wide range of accounting, operational and concierge tasks.
Second, where specific domain expertise is required, we act on behalf of our clients to identify, source and manage third party vendors. Our partnerships span decades, propelled by our loyalty, confidentiality and ability to execute on time sensitive matters at the highest degree of professionalism.
FAMILY FOUNDATION SUPPORT
The Panchee Advisory mission is to provide holistic, white glove solutions to Private Foundations. Backed by decades of premier financial institution experience, our ambassadors possess the professionalism and expertise to provide a superior service to our private foundation clients, which includes all aspects of compliance and administration related to form 990-PF entities.
Financial Statement Preparation
Grant & Donor Management
Reporting
Trustee Meeting Support
Compliance Monitoring