Articles & Blog Posts

Financial Advice, Served Rare

May 17, 2013 | Wall Street Journal
You don't have to be a Rockefeller to join a family office.
Download [PDF]

Advising Women Who Are Single By Choice

April 26, 2013 | Wall Street Journal
Download [PDF]

Gender Investment Differences

January 2013 | Private Asset Management Magazine
Download [PDF]

Welcome to Life as a Facebook Billionaire

May 2012
Download [PDF]

Matching the Family With the Right Family Office

March 2012
Download [PDF]

How To Invest In Singapore

-- Carol Pepper, October 26, 2010, Forbes.com
The nation has great demographics and is on track for 13% growth in GDP. Here are some funds to invest in...
[READ ARTICLE ONLINE]

We Need A Fiduciary Standard For All

-- Carol Pepper, June 1, 2010, Forbes.com
The House-Senate Conference Committee has begun reconciling the two versions of the financial reform act. It behooves every intelligent investor to call their favorite committee member and lobby hard for the inclusion of the fiduciary standard...
[READ ARTICLE ONLINE]

Intelligent Q&A: The Future Of Staffing Firms

-- Carol Pepper, March 23, 2010, Forbes.com
Staffing firms should experience an uptick as companies fill bodies, but high unemployment puts a cap on this growth...
[READ ARTICLE ONLINE]

Money Lessons From The World's Wealthiest Families

-- Carol Pepper, March 11, 2010, Forbes.com
Family offices keep the world's richest families in the green. If you follow these tips you can do the same...
[READ ARTICLE ONLINE]

Investment Habits Of The Wealthiest Families

-- Carol Pepper, January 26, 2010, Forbes.com
Wealthy investors have ample liquidity, pay attention to taxes and do not hold onto losing investments...
[READ ARTICLE ONLINE]