Pepper International LLC

Overview

Pepper International helps wealthy families coordinate investment, planning, governance, education and family-office operations. The firm works with families internationally and provides both advisory services and education for families and professional advisers.¹

History

Pepper International was founded in 2001 to help families gain greater control over their wealth.³

Leadership

Carol Pepper is the founder and CEO. She has more than 30 years of wealth management experience and previously worked at J.P. Morgan Private Bank, Citibank Private Bank, Credit Suisse Private Bank, Rockefeller & Co. and Morgan Stanley.²¹³

Services

The firm provides external chief investment officer services for wealthy families, single family offices and international family offices. Its work includes developing tailored investment processes and philosophies, leading investment committees, creating tax efficient structures and coordinating with tax and legal advisers. Pepper International reports oversight of more than $5 billion in assets.⁴⁵

Family office consulting covers money management, socially responsible investing, generational planning, tax planning, philanthropy and family education. The firm creates asset allocation plans, selects and monitors money managers, coordinates accountants and attorneys, oversees estate planning and integrates family wealth plans.⁶⁷

Pepper International advises families establishing stand-alone single family or multi-family offices in the Middle East, Europe and the United States. Its family office creation process includes strategic and operational planning, governance, staffing, technology, compliance, budgeting, training and support through the office opening.⁸⁹

The firm also offers Family Office Bootcamp courses created by Carol Pepper, along with curated courses from other experts for families and professional advisers.¹⁰

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Cross-border planning

Client focus

Pepper International serves wealthy families worldwide, including families creating or managing single family offices, multi-family offices and international family-office structures.¹⁴⁸

Approach

The firm describes its approach as centered on confidentiality, transparency, integrity, family control, customized solutions, fee transparency and alignment between family values and wealth plans. Pepper International says it is paid only by client families and receives no compensation from service providers it recommends.¹¹¹²

Recognition

Pepper International was named Boutique Firm of the Year by STEP in 2017.¹⁴

FAQs

Related resources

• LocationMultifamily offices in New York

  This directory helps compare New York multifamily offices by location, services, and client focus. A family considering Pepper International can use it to frame questions about tax planning, estate planning, philanthropy, and cross-border support for relatives or assets connected to New York and other countries.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. Reading these materials can help a family prepare for conversations about estate planning, tax considerations, succession, and documents that may involve several generations or jurisdictions.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its articles can help readers understand family governance, education, philanthropy, and operating questions that often arise when a family coordinates wealth across businesses, generations, and countries.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced CIO differs from a multifamily office. It can help a business owner or family decide whether investment oversight alone meets their needs, or whether they also need support with tax planning, estate matters, governance, education, and cross-border planning.

• Similar firmsCerity Partners Family Office
  Collaborative Capital Advisors LLC
  Ehrenkranz Partners

  Profiles of Cerity Partners Family Office, Collaborative Capital Advisors LLC, and Ehrenkranz Partners offer additional points of comparison. Reviewing their stated services and client focus can help a New York family or business owner identify questions about planning, governance, philanthropy, and coordination before speaking with firms.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.