When you engage Pechet Advisors, all services are customized to fit your unique needs. Typical engagements are structured as long-term advisory services. Discrete assignments can be performed on a project basis while fiduciary services can be provided as a trustee, board member or other role.

Diagnostic Services
Strategy & Governance
Operations, Team-Building & Outsourcing


DIAGNOSTIC SERVICES
You may not know where to start, what questions to ask, or what shape things are in. Pechet Advisors starts at the top and systematically works through the issues that matter most to you... and others that should.
Analysis of your current state of affairs and operations
  • Organize and analyze information
  • Build and document a picture of where you stand
  • Identify needs and spot hidden issues
  • Review overall wealth structure and operations

Initial planning and setup
  • Provide structure and a process to move you forward
  • Identify and prioritize issues
  • Develop strategy and structure, build your team and setup operations

Benchmarking to best practices
  • Leverage experience of leading families and organizations across the country and the globe
  • Evaluate your operations and experts compared to industry best practices
  • Conduct "Enterprise Risk Management" assessments
  • Optimize operations to take your organization to the next level


STRATEGY & GOVERNANCE
Your family's success starts from wise, expert decisions on what you should be doing and how you should be doing it. Your family's success rests on how you work together—now and for generations to come.
Strategic planning
  • Identify and prioritize goals
  • Translate goals into a vision for your "family office" (what you should be doing
    and how you should be doing it)
  • Develop a practical plan to get you there

Structure and design of organization and holdings
  • Map authority, accountability and reporting structures
  • Determine what to do in-house and what to outsource
  • Design entities to align and optimize legal, tax, governance and investing needs

Strategic guidance and decision-making
  • Recognize truly strategic decisions
  • Present and evaluate options
  • Guide you to the right decisions

Relationship Risk Management℠
  • Succession planning
  • Governance systems
  • Integrating relationship values into all decisions
  • Mediation and dispute resolution


OPERATIONS, TEAM-BUILDING & OUTSOURCING
It's not enough to think you have the right people; you need to know you have the right people. You need a professional with deep experience and expertise finding the top experts and building them into a collaborative team.
Review and selection of experts
  • Lead searches for "outsourced CIO" firms
  • Source, evaluate and recommend legal, accounting, philanthropic and other advisors
  • Build complementary, integrated team of professionals

Development of policies and procedures
  • Draft expectations for advisors to improve communication, service and privacy
  • Develop complex policies to coordinate among professionals and decrease errors
  • Institutionalize practices for a professional, sustainable enterprise

Identification of opportunities and implementation of tactics
  • Spot critical issues and opportunities at the intersection of separate technical disciplines
  • Lead team of professionals to develop holistic solutions
  • Manage complex, multi-disciplinary projects such as estate planning which depend on lawyers, accountants, investment advisors, valuation consultants, insurance brokers and other professionals

WHO WE SERVE
Our clients and their problems are diverse. We are experienced in working with:

  • Inheritors
  • Owners of private and family businesses
  • Trustees
  • Newly Divorced
  • Wealth Advisors
  • More. . .

Learn how we can serve you.

LEARN MORE >>

CASE STUDY
CLIENT PROBLEM
A client was frustrated by her bank's investment fees and conflicts-of-interest. She wanted a top investment operation to help align her investment portfolio with her environmental values.

PECHET SOLUTION
Learn how we worked with the client to define her criteria and enabled her to feel secure about her assets and enjoy investing with an impact.

GO TO CASE STUDIES >>