If you allow yourself to think about your family's wealth not as a set of passive assets,
and disconnected experts, but rather as a dynamic, seamless and carefully managed enterprise... it
Family wealth is complicated. No one answer, tactic or advisor holds the key to success.
At Pechet Advisors we work with you to structure and guide your family wealth organization
holistically—building, overseeing and safeguarding the systems, processes, tactics and people
that keep things moving in a strategic and cohesive direction.
Pechet Advisors uses its deep experience and expertise to help ultra high net worth families design,
build and manage their wealth operations. We guide clients through the most complex technical and family
issues to a position of clarity and control.
• Diagnostic Services
• Strategy & Governance
• Operations, Team-Building & Outsourcing
We are your partner and advocate, compensated only by families and working on your behalf.
We see all your moving pieces, from family to assets to experts, as a single enterprise so we can simplify your issues and build lasting solutions.
We deliver a vital executive management layer to family wealth enterprises.
Just as every business needs a strategic plan, so does every wealthy family.