Advisory

 

 
Unity is strength. . . when there is teamwork and collaboration, wonderful things can be achieved.
— Mattie Stepanek

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 team at Global Wealth Strategies comes from various disciplines in risk management, compliance, commercial finance, investment banking, private equity, international business, government, military, foreign policy, diplomatic relations, international law, trade, technology, marketing, media, entertainment, luxury goods, global logistics, transportation, and many other areas of necessity.

Global Wealth Strategies Ltd works at the cross-section of finance and technology.  Our experience is anchored through our relationships with Government Contractors, Institutional Investors, Monarchs, Ultra High Networth individuals, facilitating the movement and protection of assets and capital, and matching appropriate buyers and sellers of commodities to deliver the best in class service globally.

We regularly consult with various institutions, private clients, government, and sovereigns on various projects across many sectors of business.  Using our global network of partners worldwide, we bring vetted stakeholders to the table to create new strategies to accomplish the goals of each project.