top of page
shutterstock_1712323240 horse.jpg

Family Back Office Solutions 

Administrative support for HNW individuals and their families

Family Office Services

GettyImages-949845744 puppy.jpg

Accounting & Reporting

Expense Reporting
Cash Flow Forecasting
Bank Account Reconciliation
Financial Statements 
Project Budgeting/Tracking
Private Investment Reporting

​

Foundation Support

Financial Statement Preparation
Grant & Donor Management
Reporting
Trustee Meeting Support
Compliance Monitoring

Administrative Support

Bill Payments
Reservations
Appointment Scheduling
Calendar Management
Registrations, Memberships
File/Document Management

Bespoke Concierge 

Fund Support 

Administrative Support

GP Operations

Accounting

Marketing

Investor Relations

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

corner office.jpg
bottom of page