Administrative, operational and concierge support for high net worth families
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 high net worth families.
We provide executive assistance, concierge services and lifestyle management solutions to family offices and UHNW families.
Ticket Purchases
School Registrations
Dinner Reservations
Travel Booking
Calendaring
Personal Shopping
Third Party Research
Procurement
Project Oversight
Communications
Vendor Onboarding
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.
© 2024 Panchee Advisory, LLC.
200 Business Park Drive, Suite 105, Armonk, NY 10504
T: 212.500.1230
E: inquiries@pancheeadvisory.com