ABOUT PANCHEE ADVISORY
Supporting Family Office Operations since 2017
The Panchee team is comprised of functional specialists, dedicated to supporting the administrative, accounting and concierge requirements of Family Offices and Foundations. Our staff is highly credentialed, with backgrounds from premier institutions such as Morgan Stanley, Citigroup, JP Morgan Chase, Credit Suisse, Neuberger Berman, PwC, and Deloitte.
SERVICES
Family Office
Soltutions
Administrative, operational and concierge support for high net worth families
Concierge
Services
From travel arrangements and luxury transportation to event planning, personal shopping, wellness and home management.
Foundation
Services
Our ambassadors possess the professionalism and expertise necessary in providing a superior service to Trustees.
Fund Support
Services
Administrative and Operational support for general partners including investor relations, accounting and marketing
TESTIMONIALS
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Panchee Advisory has been instrumental in addressing the extensive back-office, administrative, and regulatory tasks inherent in our Family Office and PE operations. They manage fiduciary responsibilities for our acquired companies, handle insurance matters, oversee expenses, and facilitate cash management for our firm overall. Their comprehensive approach allows us to focus on core investment strategies while ensuring efficient operations across our portfolio and family office. We've been working with Panchee for over five years, and their services have significantly streamlined our workflow and improved overall productivity.
- Head of Family Office & PE Founding Partner
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Panchee Advisory has been instrumental in addressing the extensive back-office, administrative, and regulatory tasks inherent in our Family Office and PE operations. They manage fiduciary responsibilities for our acquired companies, handle insurance matters, oversee expenses, and facilitate cash management for our firm overall. Their comprehensive approach allows us to focus on core investment strategies while ensuring efficient operations across our portfolio and family office. We've been working with Panchee for over five years, and their services have significantly streamlined our workflow and improved overall productivity.
- Head of Family Office & PE Founding Partner
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CONTACT
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Have a question or need assistance? Reach out to us and let's start a conversation.