CURATED
SUPPORT

For family offices and boutique private equity funds

About Us

Over 80 years of combined experience

Panchee Advisory specialists have over 80 years of combined experience from top financial institutions such as Morgan Stanley, Citigroup, JP Morgan Chase, Neuberger Berman, Credit Suisse, PwC, Deloitte, and Arthur Andersen.

We take a highly flexible approach to client engagements. Our solutions range from managing time sensitive, ad hoc requests to providing fully dedicated support.

Family Office Services

Family Office Services

High net worth families understand that there are significant opportunity costs associated with how they choose to spend their time.  Thus, administrative affairs are typically conducted by an in-house staff or outsourced to third parties with specific domain expertise.  Panchee Advisory provides a highly responsive, holistic solutions to the daily administrative burdens facing high net worth families, while meeting specific budget requirements.

 

Foundation Services

Foundation Services

Panchee Advisory ambassadors possess the professionalism and expertise necessary to providing a superior service to Trustees.  Our capabilities include conducting the accounting, compliance and administration related to form 990-PF entities, as well as providing the logistical support for trustee meetings and non-profit communications.

 

Fund Services

Fund Services

The days of an accommodative Federal Reserve fueling the seemingly insatiable LP demand for emerging PE manager exposure are over. A comprehensive marketing strategy, backed by GP persistence and specifically budgeted resources, is critical to a successful Fund close.

Panchee Advisory specializes in facilitating select, boutique private equity firms with the logistics of launching a first fund and with the marketing experience to build brand credibility within the LP community. 

Our Team

Panchee Advisory is a woman-owned business that employs a group of qualified and highly skilled professionals who offer more than 80 years of combined experience from financial institutions such as Citigroup, JP Morgan Chase, Morgan Stanley, Lazard, Neuberger Berman, PricewaterhouseCoopers, Deloitte and Arthur Andersen.

Our Team

Panchee Advisory is a woman-owned business that employs a group of qualified and highly skilled professionals who offer more than 80 years of combined experience from financial institutions such as Citigroup, JP Morgan Chase, Morgan Stanley, Lazard, Neuberger Berman, PricewaterhouseCoopers, Deloitte and Arthur Andersen.
We take great pride in what we do, and are dedicated to providing exceptional service to our clients as we help turn their current challenges into future opportunities.

NIDA PANCHEE

FOUNDER

LOUIS MELLET

MANAGING DIRECTOR

SANDRA NOBLE

PROJECT MANAGEMENT

ANABEL OYAMA

ACCOUNTING

JULIE LOWRY

MARKETING

JANET CORTAZZI

HUMAN RESOURCES

ANNETTE WEIL

OPERATIONS

ALISON BERNSTEIN

COMMUNICATIONS

TRACEE SCOTT

ADMINISTRATION

Our Team

Panchee Advisory employs a group of qualified and highly skilled professionals who offer more than 80 years of combined experience from financial institutions such as Citigroup, JP Morgan Chase, Morgan Stanley, Lazard, Neuberger Berman, PricewaterhouseCoopers, Deloitte and Arthur Andersen.

NIDA PANCHEE

FOUNDER

LOUIS MELLET

MANAGING DIRECTOR

SANDRA NOBLE

PROJECT MANAGEMENT

ANABEL OYAMA

ACCOUNTING

JULIE LOWRY

MARKETING

JANET CORTAZZI

HUMAN RESOURCES

ANNETTE WEIL

OPERATIONS

ALISON BERNSTEIN

COMMUNICATIONS

TRACEE SCOTT

ADMINISTRATION

CONTACT US

We can be reached by email, by phone or by filling out the form.  A member of our team will respond within 24 hours.

To contact us, please call 212-500-1230, email inquiries@pancheeadvisory.com or complete the following form and click “Submit”.  A member of our team will respond within 24 hours.