MISSION

Deliver best-in-class back-office solutions.

At Panchee Advisory, our focus is on providing a holistic solution for the daily administrative burdens facing U/HNW families.

OUR TEAM

Meet Our Experts

The Panchee team is comprised of a team of dedicated specialists, who collectively support the administrative, accounting and concierge requirements of Family Offices and Foundations.

Andrew Mitchell

Investment Manager

David Patel

Wealth Manager

Olivia Patterson

Financial Planner

Sophia Rodriguez

Risk Analyst

Michael Lee

Financial Strategist

Emily Thompson

Investment Advisor