Tami Kautzman

Beverly Hills

Tami Kautzman is the Managing Principal of the Kautzman Alliance, LLC a Consulting Firm focused on providing the Family Office and High Net-Worth Investor Community access to a private peer-to-peer referral based network. Ms. Kautzman launched the Family Chateaux community in 2014 and serves as its Founding Member. The Family Chateaux an invitation only, referral based community made up of a diverse group of family offices and successful family businesses. Members of the Chateaux understand the power of a collaborative network and are interested in sharing industry knowledge as well as accessing proprietary deal flow generated by the community for possible direct and co-investment opportunities.

Ms. Kautzman is a marketing business development professional with over twenty years’ of experience working within the financial community focusing on alternative investments and High Net-Worth, Family Office Investing. Prior to starting the Kautzman Alliance, Ms. Kautzman was a Director at Rothstein Kass and for over five years led the firm’s national efforts to cultivate and build relationships within the family office and high net- worth community.

As an entrepreneur and successful recruiter, she started and ran Right Move and KautzMorgan, LLC, located in Beverly Hills for over eight years. The firm concentrated on servicing financial clients in Southern California. Ms. Kautzman’s corporate experience includes: Citicorp, Merrill Lynch and Oppenheimer. Tami Kautzman is a FINRA Registered Representative and holds both Series 7 and Series 63 licenses. She operates as an unaffiliated independent advisor offering securities through broker dealer Morpheus Securities, LLC.

  • Work
    • Kautzman Alliance, LLC, Family Chateaux
  • Education
    • Bismarck State College