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Carol Pepper

CEO

Specialism: Private Investment Offices Multi-family office

Company: Pepper International

Location: New York, USA

Citywealth rating

4.083335
Average: 4.1 (3 votes)
Fee Level:
3.666665
Average: 3.7 (3 votes)
Quality of Advice
4.333335
Average: 4.3 (3 votes)
Communications Skills
4.333335
Average: 4.3 (3 votes)
Interpersonal Skills
4
Average: 4 (3 votes)
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Private client review:

Our Family Office has been working closely with Carol for approximately 12 years. She has greatly assisted the evolution of our Office as regards business focus, reporting and industry standards. She brings vast Family Office experience to the table. However, our main use of Carol’s service is her investment advisory role and she has provided excellent service and recommendations on all aspects of our needs in this regard with great performance achieved.

28 Sep 2018

Peer review:

We have been working with Carol for the past year. She has helped us improve the functions of our single-family office and is acting as our external chief investment officer. Carol’s work and contributions to our family office have been remarkable and very valuable.

07 Feb 2018

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Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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2017 

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Private client review:

Our Family Office has been working closely with Carol for approximately 12 years. She has greatly assisted the evolution of our Office as regards business focus, reporting and industry standards. She brings vast Family Office experience to the table. However, our main use of Carol’s service is her investment advisory role and she has provided excellent service and recommendations on all aspects of our needs in this regard with great performance achieved.

28 Sep 2018

Peer review:

We have been working with Carol for the past year. She has helped us improve the functions of our single-family office and is acting as our external chief investment officer. Carol’s work and contributions to our family office have been remarkable and very valuable.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Carol Pepper currently has no reviews

$600mn virtual family office wins over multi or single family office selection

A family I am advising recently sold their family company for over $600 million.  They were debating whether to join a Multi-Family Office or to set up their own Single Family Office.  After an in-depth interview with an MFO, they realized that they could set up a Virtual Family Office which is a lean SFO using outsourced providers. This option gave them more privacy and tailored services than they would get from an MFO.  They have decided to set up their a VFO and I am assisting them with this and rollout, acting as the External Chief Investment Officer to the family.