Family Chateaux Launches Peer-To-Peer Family Office Investment Platform – Opens New Membership Level for High Net-Worth Investors and Family Offices

29 Sep, 2015 – The Family Chateaux, an invitation-only community with peer-to-peer sharing of investment opportunities, knowledge and perspectives, has announced it is opening a new membership level that high-net-worth investors and family offices can be invited to join as “Subscribers” giving them password-protected on-line access to investment opportunities sourced from within its vast family office network. 

The Subscriber level access is more limited than that of an all-inclusive full Chateaux Membership but does provide the ability to review a wealth of investment opportunities primarily generated by other family offices.

The Family Chateaux is a community aimed at redefining how family office professionals come together to identify and meet like-minded peers in order to share investment and business opportunities with one another. Traditionally, family offices have had limited choices for such activities including family office specific conferences and event, which have historically included a large number of service providers and investment advisors which finance these events.  

Through our private community, Family Chateaux Members and the Subscribers have access to investment and business opportunities throughout the year and are personally connected with other family offices based on their investment interests.  

Any family office interested in being considered for a Subscriber level membership, should visit the Family Chateaux Website, and request more information.  

Family offices interested in being considered for full Membership in the Family Chateaux, must be referred in and sponsored by an existing Member.

About the Family Chateaux

The Family Chateaux is an exclusive invitation-only private community made up of a diverse group of family offices interested in sharing industry knowledge, learning about investment opportunities outside of their core business and accessing proprietary deal flow generated by the community for possible direct and co-investment opportunities.

The Family Chateaux and its Members believe that building good relationships with the people you invest with is key to successful transactions – and just as important as the quality of the investment opportunities.  To help promote this, the Family Chateaux throughout the year hosts many events including private dinners (often at Member’s houses), cocktail receptions, wine tastings, topical roundtable discussions and group invitations to exclusive events. 

As investment opportunities are shared, Members leverage off of the industry expertise of other Members as well as trusted consultants referred into the network by family office Members. Investment information and opportunities are stored in a secure on-line platform (called the “Library”). Family Chateaux Members also have access to the Library team which acts as a resource for the community. 

The Family Chateaux, headquartered in Beverly Hills, was founded by CEO Tami Kautzman who has over twenty years’ experience working with high-net-worth family offices focusing on alternative investments. She is also the Founding Principal of the Kautzman Alliance, a consulting firm focused on family offices. 

Previously, Tami Kautzman was a Director at Rothstein Kass, a leading financial services firm with a focus on alternative investments. For over five years, she led the firm’s national efforts to cultivate and build relationships within the family office and high-net-worth community. Prior to Rothstein Kass, Tami Kautzman founded and for over eight years ran Right Move and KautzMorgan LLC located in Beverly Hills. These firms concentrated on servicing financial clients in Southern California. Tami Kautzman’s earlier corporate experience includes Citicorp, Merrill Lynch and Oppenheimer. 

Tami Kautzman is a FINRA-licensed Registered Representative affiliated with Morpheus Securities, LLC. Morpheus is independent of and is not affiliated with the Family Chateaux or the Kautzman Alliance.

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Media Contact
Company Name: Family Chateaux
Contact Person: Tami Kautzman
Phone: (310) 712-3600
Country: United States