a Private Family Office Community
a Private Family Office Community
In 2012, Ms. Kautzman launched the Family Chateaux at the request of a number of families in her network. Family Offices expressed a desire to create a private and secure, non-sales driven, collaborative environment that is focused on creating a forum that provides industry intelligence, as well as access to direct- and co-investment opportunities.
In 2017, Ms. Kautzman and Ms. Walsh launched Family Chateaux Consulting to focus on connecting members to each other and to source investment opportunities from within this private community. Members of our network includes Domestic and International Family Offices, Multi-Family Offices, Ultra High Net-Worth Investors, Institutional Investors and Registered Investment Advisors.
If you would like more information about the Family Chateaux please select “Request Information”
If you would like to submit and investment opportunity for consideration please select “Submit Opportunity”
The Family Chateaux is made up of a large number of prominent domestic and international family offices with expertise in a diverse number of industries. Members range in size from $50M to over $10B and a majority are interested in both allocating capital as well as identifying aligned co-investors.
FAMILY CHATEAUX COMMUNITY – EXCLUSIVE ACCESS
Membership: COMPLIMENTARY – BY INVITATION ONLY
The Chateaux provides members access to a curated social network of inspirational, influential, industry leaders. Member privileges include invitations to private dinners and events that are designed to foster the development of relationships with other successful families. Members meet in a private, collaborative, “non-sales” environment to share investment intelligence, experiences, opportunities and to increase their sphere of influence.
All Members enjoy special privileges offered only through the Family Chateaux.
Private Community provides members access to direct and co-investment opportunities presented by their family office network.
Family Offices leverage off of the industry expertise of other families and trusted consultants referred into the network by members of the community.
We understand that getting to know, trust and build a relationship with the people you invest alongside is just as important as the deal quality, and investment return. Throughout the year we host exclusive events for our members to build such trusting relationships.
Family Chateaux Consulting represents a global network of Family Offices, High Net-Worth, RIA and Institutional Investors. With over 20 years, working professionally in the Financial Industry our Founders have developed this bespoke, trusted network which we harness to identify both investment opportunities and capital sources.
RANGE OF INVESTMENTS – Privately-negotiated investments between $1M – $100M. Clients participate in all levels of the capital structure to include: common equity, preferred stock, mezzanine debt and debt with equity like returns. We also have interest in participating in niche, high quality funds.
Family Chateaux Consulting Practice provides Family Office & UHNW Clients access to a secure confidential investment platform, which presents curated investment opportunities sourced within our extensive network. A majority of the investment opportunities (90%+) come directly from family office’s where they have both expertise and significant capital invested. Because of the private nature of our community, these opportunities are true off-market direct investment deals.
Throughout the year our team reviews a large number of investment opportunities and shares only those that those that fit within our communities strict guidelines.
Investors: Family Chateaux Members – Family Office, High Net-Worth Investors, RIA’s and Institutional Investors.
Members access curated deal-flow that is sourced from within our private family office community. A majority of the deals are off-market, led by family office sponsors that have their own equity in the deal. Investors that wish to review investment opportunities must complete a Suitability Form confirming that they are Accredited Investors.
Clients: Sponsors/Fund Managers – Our team works with a very select group of Alternative Investment Fund Managers and Deal Sponsors; providing marketing tools that they will need to effectively connect with our investment community. In addition, through our Capital Introduction Services we provide appropriate introductions to our investor community.
Retainer* + Success Fee:
Consulting Retainer: Monthly (Inquire)
Direct Deal Capital Introduction. Agreed upon terms stated in Fee Agreement which is generally a combination of cash and equity/options/warrants.
Fund Solicitation compensation is traditionally a percentage of management fee and carry.
Clients have access to an investor peer group that specifically seeks out family office sourced deal flow. Our consulting team matches investors with the appropriate sponsors/investment opportunities and makes the appropriate introductions to interested family offices throughout the year.
Tami Kautzman, Co-Founder, is a FINRA Registered Advisor and holds a 7 and 63 Securities Licenses.
*Insure that clients meet the qualifications set forth by FINRA (FINRA Qualified Investor Status/Reference Verification/Personalized Introductions/Assist with Marketing Materials)
Family Chateaux Summit & Events
The Family Chateaux hosts its annual Summit with a goal of creating an environment where Family Office Principals and Professionals can come together to build relationships, hear from Peers on subjects to include investing and philanthropy.
Last Years Summit included 180 Family Office Guests. 95% – Family Office Principals and their Advisors/Chief Investment Officer and 5% – Speakers, Advisors, Brands
We hosted a one and a half day event that included:
Golf at Sherwood Country Club (PGA Course)
Cocktails & Dinner at a Malibu Beach Home
Private Chauffeurs and Cars provided by Rolls Royce
Family Office Led Panel Discussions
Cocktails provided by two of our Family Office Members, Infused Vodka and Curious Cork – Purveyors of Fine European Wine
Dinner under the stars