SMART. RESOURCEFUL. ACCLAIMED.
Focused on strategic wealth consultancy and management, advisory and business development services with a strong focus in USA, Europe, Africa and the Middle East, Asia and Oceania. We support entities seeking investment and companies looking for strong and long-term partners.
CAROL PEPPER - CHIEF INVESTMENT OFFICER
Carol is a trusted advisor to wealthy families around the world. She works in strict confidence to manage the right team of experts for each family, in order to maximize their wealth while minimizing risks. Carol assists families who live in the U.S., Europe, Latin America, the Middle East and Asia. She also provides advice to single and international family offices. Carol’s advisory won the 2017 Boutique Firm of the Year category at the STEP Private Client Awards.
She has over 25 years of experience in the wealth management industry. Prior to forming her Private Client firm in 2001, Carol had extensive experience as a private banker at JP Morgan Private Bank, Citibank Private Bank and Credit Suisse Private Bank. She managed over $1 billion of private client assets as a Senior Relationship Manager and Portfolio Manager at Rockefeller & Co., the multi-family office formed by the Rockefeller family. As a principal at Morgan Stanley, she was instrumental in creating a web-based virtual family office prototype.
Carol offers original courses on topics of interest to family offices through her website Family Office Bootcamp. She also offers curated courses by other trusted experts on topics of interest to professional advisors and families.
ANTWAIN THOMAS - CHIEF DEVELOPMENT OFFICER
Antwain is the founder of a global multinational organization headquartered in Washington, DC, that offers unique funding, strategic investment design, wealth management and financial strategy services to Entrepreneurs, High Net Worth individuals and Institutional Investors worldwide. His expertise is in dynamic investment, deal structuring, wealth management, and asset design, serving global and world markets in the areas of Private Equity, Family Offices, Asset Acquisition, Fiduciary Services, Financial Security, Wealth Management/Preservation, and Philanthropy.