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Pepper International

Family Office (single/multi)

Pepper International is a leading family office services provider specializing in tailored wealth management strategies for affluent families globally, with a focus on creating lasting family dynasties.

Overview and Management

Establishment Year

2001

Mission

Empower families to take control of their wealth while aligning investments with family missions and goals.

Values

Confidentiality, Transparency, Integrity, Alignment of values and interests, Control over wealth.

Investment Roles

Direct Investor, Intermediary

Participant Demographics

Serves affluent families globally, including single and international family offices across the U.S., Europe, Latin America, the Middle East, and Asia.

Generational Wealth Planning

Focuses on wealth preservation and succession planning through tailored strategies, mentoring, and family office governance.

Risk Tolerance

Moderate risk tolerance with an emphasis on preserving family wealth over generations.

References or Case Studies

Not explicitly mentioned; however, their awards and media presence indicate a recognized reputation.

Team Experience

Over 30 years of experience in wealth management, led by Carol Pepper with senior positions at JP Morgan, Citibank, and Credit Suisse.

Notable Achievements

Honored with the 2017 Boutique Firm of the Year award by STEP; multiple awards and nominations, including Power Woman North America (2020 & 2019) and Best Family Office Consulting Firm.

Project Track Record

Expertise in creating family offices in the Middle East, Europe, and the U.S., and mentoring for young adults in family business dynamics.

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Compliance History

Email

carol@pepperinternational.com

Phone Number

212-472-7596

Address

New York City United States

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Frequently Asked Questions

What services does Pepper International offer for family wealth management?

Pepper International provides comprehensive wealth management services that empower families to take control of their finances. Our approach aligns investments with your family's missions and goals, ensuring that your financial strategies reflect your values and aspirations. - Customized investment strategies - Family mission alignment - Ongoing support and education

How can Pepper International help align my family's investments with our values?

At Pepper International, we specialize in aligning your family's investments with your core values and long-term objectives. Our team works closely with you to understand your mission, enabling you to make informed investment decisions that resonate with your family's beliefs. - Values-based investment planning - Regular reviews and adjustments - Educational resources for families

Why should families choose Pepper International for their wealth management needs?

Families should choose Pepper International for our unique focus on integrating financial management with family values. We prioritize empowering families to make informed decisions that reflect their missions, ensuring a holistic approach to wealth management. - Expertise in family dynamics - Tailored financial solutions - Commitment to long-term partnerships