Family Office and Foundation Services

FAMILY
OFFICE SERVICES

Administrative, operational and concierge support for high net worth families

OUR CAPABILITIES

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 U/HNW families.

There are two aspects to our approach:

First, we provide dedicated resources for HNW households to directly execute on a wide range of accounting, operational and concierge tasks. Second, where specific domain expertise is required, we act on behalf of our clients to identify, source and manage third party vendors. Our partnerships span decades, propelled by our loyalty, confidentiality and ability to execute on time sensitive matters at the highest degree of professionalism.

Accounting and Reporting Services

Cash Flow forecasting
Bill Payments
Capital Calls and Distributions
K-1 Tracking, Beneficial Ownership Information (BOI) filings
Project Management for Family Office
Software implementation

Administrative Support

Ticket Purchases
School Registrations
Dinner Reservations
Travel Booking
Calendaring
Personal Shopping

Vendor Management

Third Party Research
Procurement
Project Oversight
Communications
Vendor Onboarding

FAMILY FOUNDATION SUPPORT

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.

FAMILY OFFICE SERVICES