Panchee Advisory

A natural evolution of our experience serving the operational requirements of private equity, our highly credentialed team provides a curated solution to the day-to-day tasks and more bespoke lifestyle management needs of HNW families. From cash flow forecasting and bill payment to private foundation trustee meetings, travel arrangements and college applications, we approach these private matters with the domain expertise and extended windows of support increasingly required by modern family offices.

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Services

Panchee Advisory takes a highly flexible approach to client engagements. Its solutions range from managing time sensitive, ad hoc requests to providing fully dedicated support.

Client Services

  • Family Offices: We provide direct fulfillment across a wide range of tasks, from coordinating logistics for family, trustee and board meetings to personal shopping and travel arrangements.  Ticket purchases, registrations, reservations, travel, calendar management, cash flow/budgeting, bill payments and personal shopping are common requests that we directly support. Where specific domain expertise is required (such as property management for a non-primary residence), we act on behalf of our clients to identify, source and coordinate third-party vendors.
  • Private Foundations: We provide accounting, compliance and full administrative support for private foundations and donor advised funds, including grant management, grantee communications, Trustee meeting logistics and asset valuations.
  • Private Funds: For those family offices which also directly operate private equity and venture capital funds, Panchee Advisory supports subscriptions, redemptions, capital calls, fund formation and LP communications.

Administrative support

  • Ticket purchases
  • School registrations
  • Dinner reservations
  • Travel booking
  • Calendering
  • Personal shopping

Vendor management

  • Third party research
  • Procurement
  • Project oversight
  • Communications
  • Vendor onboarding

Software Used:

We operate primarily within the existing Family Office tech stack as users.  We operate our own instance of Quickbooks, but work with client-preferred accounting systems to mitigate breach exposure. 

Cost structure

Varies. Generally, our clients prefer monthly retainers with an hourly offset.  We also support variable-only pricing.

Average cost p.a.

Dependant upon services requested and labor hours required to support client deliverables. 

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 0-10

Founded

  • 2018

Incorporated

  • LLC

Locations

  • Armonk, New York

Top Markets

  • United States of America,
  • United Kingdom,
  • Canada

Ownership

  • Owned by management

Focus

  • Single family offices

Secondary focus

  • Individual wealth owners,
  • Single family offices,
  • Multi-family offices,
  • Fund managers

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact

Pricing of support

On use basis

Added service

We interface with customer support for family issues around technology (such as issues with Verizon, Netflix, etc).

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