External CIO Services

Pepper International acts as an External Chief Investment Officer for family office clients, single family offices and international family offices.  Carol helps families develop a tailored investment process and investment philosophy that suits their needs.  She helps families interpret the confusing signals  of  today’s volatile markets so that they can remain calm and realize their investment goals.   She can act as the head of an organized investment committee which helps bring the younger family members learn about investing effectively for long term wealth preservation.

Carol makes sure that all investments are structured in the most tax efficient way possible, working with the family’s other tax and legal advisors to optimize all planning.