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Carter House Cellars

COMPANY DESCRIPTION
Unlock the Ultimate in Wine Exclusivity - Join Our Limited Private Winery Social Club

Indulge in the Refined Art of Winemaking and Exquisite Tastings

Welcome to a world where luxury, exclusivity, and the art of winemaking converge—a world where joining a private winery social club opens the doors to extraordinary experiences and a lifelong journey of unparalleled taste and refinement. Nestled amidst lush vineyards and rolling hills, this hidden gem offers a unique sanctuary for wine enthusiasts, connoisseurs, and those seeking an escape from the ordinary. With its impeccable hospitality, breathtaking landscapes, and a meticulously curated selection of fine wines, joining this private winery social club is an invitation to indulge in the ultimate oenophile's dream.

Imagine strolling through sun-kissed vineyards, basking in the gentle whispers of the breeze as you're guided by passionate vintners who share the secrets of their craft. Picture yourself savoring the fruits of labor in an elegant tasting room, surrounded by fellow members who share your love and appreciation for the art of winemaking. From the vibrant hues of the whites to the velvety textures of the reds, each sip takes you on a sensory journey that transcends time and transports you to the vineyards where these exceptional vintages were born.

But the allure of this private winery social club extends far beyond the exquisite wines it offers. It's a vibrant community, a gathering of individuals who share a common fascination for the grape and a desire to delve deeper into the world of wine. Here, connections are forged, friendships blossom, and conversations flow effortlessly, all while being enveloped in an atmosphere of sophistication and warmth.

As a member, you'll gain privileged access to a plethora of exclusive benefits tailored to elevate your wine experience to new heights. Imagine the thrill of receiving limited-edition releases, meticulously curated cases, and personalized recommendations from renowned sommeliers who possess an encyclopedic knowledge of the finest vintages. From intimate winemaker dinners and masterclasses to extravagant wine-themed events, you'll find yourself immersed in a world of epicurean delights, where every moment is an opportunity to expand your palate and deepen your understanding of the artistry behind each bottle.

Embrace the opportunity to explore the hidden corners of wine culture and unlock the secrets of terroir with personalized vineyard tours and behind-the-scenes access to the winemaking process. Witness the magic that unfolds from vine to barrel, and gain a profound appreciation for the craftsmanship and dedication required to produce wines that transcend the ordinary.

In the realm of this private winery social club, you'll find more than just a membership—you'll discover a sanctuary where luxury, knowledge, and unforgettable experiences intertwine. Whether you're a seasoned oenophile or just beginning your journey into the world of wine, joining this esteemed club will open doors to a lifetime of remarkable moments, where every glass poured becomes an invitation to savor life's most exquisite pleasures.

Why join?
Elevate your lifestyle to extraordinary heights with Carter House Cellars – an exclusive haven for connoisseurs of exceptional wines and the finer things in life. At Carter House Cellars, we redefine the art of wine membership, offering an unparalleled experience that goes beyond the ordinary.

Our private club is an enclave of exclusivity, where membership is not merely a status, but a journey into the heart of winemaking excellence. As a member, you have the unique opportunity to become a true vintner, with the option to also become an equity owner in our esteemed winery. Your journey begins on our sprawling 380-acre estate, a sanctuary exclusively reserved for our members and their esteemed guests.

Yet, our commitment to offering more than just wine transcends our vineyard's borders. As a Carter House Cellars member, you're invited to immerse yourself in the entire winery lifestyle. You'll be welcomed into the rich tapestry of our ranch lifestyle, a world where every vine tells a story.

But the story doesn't end there – it unfolds with each bottle. As a member, you are not just a spectator; you are an active participant in the winemaking process from start to finish. Imagine crafting your own signature blend, bottling wine under your custom label, and savoring the fruits of your labor. This is the essence of Carter House Cellars – where passion meets craftsmanship.

However, our commitment to enriching your life extends far beyond our vineyards. As a member, you gain access to an array of meticulously curated events, designed to tantalize your senses. Delight in culinary extravaganzas featuring estate-grown fruits and vegetables, expertly paired with our exceptional wines and selections from around the globe. World-renowned guest chefs will grace our kitchens, ensuring each culinary experience is a gastronomic masterpiece.
Dive into a world of culture and enlightenment with our live music events, immersive arts showcases, and engaging educational programs. The range and depth of these offerings are limited only by the collective imagination of our esteemed membership.

One of the crown jewels of membership at Carter House Cellars is the privilege of hosting private group events for your cherished family and friends within the hallowed walls of our historic estate. Step back in time as you celebrate life's moments in an ambiance that is steeped in history and charm.

Join us at Carter House Cellars and experience a life that transcends the ordinary, where membership is your gateway to a world of unparalleled wine, culture, and unforgettable moments. Elevate your lifestyle – become a member today and unlock a world of elite experiences.

Benefits:
At Carter House, we redefine the art of wine membership, where your journey transcends the ordinary, offering you an unparalleled experience tailored for the discerning. Our membership is centered around the heart of winemaking, complemented by the opportunity for ownership stake in the winery, all without the need for an intensive capital investment.

Imagine being an integral part of every facet of winemaking and the operation of a prestigious winery. As a member, you have the freedom to choose your level of involvement, from vine to bottle. Through these immersive winemaking experiences, our members acquire the knowledge and expertise required to potentially launch their own winery, should they desire to do so, in just a few short years.

Our exclusive membership grants you the unique privilege of blending and bottling ultra-premium wines under your own custom label, a process we are more than equipped to facilitate. Furthermore, our vision for Carter House extends beyond our current location. We are poised to expand into renowned wine regions such as Paso Robles, Sonoma, and Santa Barbara, broadening your wine horizons and diversifying your portfolio. As a member, you can actively participate in decisions related to naming, land acquisition, vineyard planning and planting, winery construction, and winery operations, shaping the Carter House portfolio based on your aspirations and desires.

Beyond these remarkable opportunities, membership also unlocks a world of connoisseur services. As part-owner of the winery, you'll enjoy exclusive industry perks. Our Estate Sommelier will curate exceptional wines from around the globe, securing them at minimal markup for our members, allowing you to access wholesale pricing on hand-selected wines and additions to your private cellar collection. Moreover, our Estate Sommelier doubles as a travel consultant, ready to craft unique and personalized wine travel experiences for you.

At Carter House, our direction and offerings are driven by our members. Various committees, spanning membership selection, farming activities, vineyard management, events, and more, ensure that your experience is finely tuned to your preferences. The initial outline of membership serves as a foundation, while these committees enhance and optimize every aspect of the club experience to maximize your enjoyment, benefits, and returns.

Our calendar is adorned with a rich tapestry of events, encompassing culinary extravaganzas, musical performances, arts showcases, automotive showcases, and more. Moreover, our expansive property is at your disposal, allowing you to host your own exclusive events, creating unforgettable memories within the historic ambiance of Carter House.
Elevate your wine journey to unprecedented heights with Carter House – where membership is an extraordinary adventure, and the possibilities are boundless. Join us today and unlock a world of elite experiences that celebrate the art of winemaking, the joy of ownership, and the allure of a refined lifestyle.

Carter House Winemaking Style:
Embark on a lifelong odyssey of wine mastery with Carter House, where the pursuit of excellence knows no bounds. Our commitment to crafting exceptional wines rests on a foundation of unwavering dedication to learning and innovation.
At Carter House, we are firmly rooted in industry-leading winemaking practices, guided by top-tier winemaking consultants who impart their wisdom to our esteemed membership. We delve into approaches that have catapulted wines to prestigious acclaim, earning them the status of coveted and cult classics. In our relentless pursuit of perfection, we seamlessly blend time-honored traditions with cutting-edge techniques, evolving year after year to craft wines of unparalleled distinction.

The journey begins where the vines flourish, for it is here that the true magic of winemaking takes root. Recognizing that the quality of wine is intrinsically tied to the quality of grapes, we have enlisted the expertise of renowned industry consultants to meticulously plan, plant, and manage our vineyards. Our unwavering commitment leaves no room for compromise – we strive for perfection with every grape. Our aim is simple: to cultivate small, jewel-like berries that intensify the very essence of flavor. It's a quest for perfection in every sip, where the size of the berry directly impacts the skin-to-juice ratio, delivering wines that are intricately layered, profoundly complex, and irresistibly intense.

Beyond the world of wine, Carter House is a sanctuary of boundless possibilities. Monthly feasts, orchestrated by acclaimed guest chefs, celebrate the bounties of our estate. Ingredients harvested from our very soil grace your plate, offering a farm-to-table experience like no other. Are you an aficionado of truffles? In just a few short years, our truffle orchard will yield its decadent treasures, allowing for truffle hunts and the creation of sumptuous dishes crafted by culinary experts.

Our members are invited to partake in the full spectrum of farming activities. From the noble task of raising Wagyu/Angus cattle to tending heirloom pigs and chickens, every endeavor contributes to the vineyard's vitality. As these animals roam our land, they not only enrich the soil but also provide nutrient-rich eggs and delectable poultry. The presence of beehives scattered throughout the property not only yields our own estate honey but also nurtures a profusion of wildflowers, contributing to the health of our ecosystem.

Carter House is more than a winery; it's a haven where the pursuit of excellence knows no bounds, where wine and the art of living are celebrated in harmony. Join us in a lifelong journey of learning and discovery – become a member of Carter House and experience a world where the pursuit of perfection is the only destination.
Why is Carter House Structured as a Private Social Club?

Step into a world of heritage and elegance at our exclusive enclave, originally conceived as a country retreat for the discerning family of a prominent San Francisco bank owner. Our centerpiece, a resplendent Victorian estate built in 1884, is nestled amidst sprawling acres of pristine woodlands, providing an idyllic escape from the relentless demands of urban life.

Today, as it was in the past, this grand estate stands as a sanctuary, a timeless refuge where the beauty of the land and the charm of a bygone era are meticulously preserved. Our vision is unwavering – to ensure the perpetual preservation of this haven for generations to come.

The genesis of our private social club was born from the noble intention of safeguarding these hallowed grounds. This exclusivity empowers us to craft bespoke wine experiences tailored to the discerning tastes of our esteemed membership.

We are committed to crafting an unparalleled experience, unlike any other. Our community is a gathering of kindred spirits, individuals who share a passion for exquisite wines, exquisite cuisine, and a deep desire to immerse themselves in the art of winemaking. Whether you aspire to become a vintner or simply wish to be intimately involved in the winemaking process, our club offers the perfect opportunity.

For those who dream of owning their own winery, our membership provides a remarkably cost-effective avenue to acquire a wealth of knowledge while avoiding the myriad pitfalls that often accompany such endeavors. The dividends of your membership investment will swiftly manifest, making it a financially astute choice.

Even if your interest leans towards a less intensive involvement, our club welcomes you with open arms, offering the chance to remain intimately connected to the winemaking process. And amid the alluring charms of our vast estate, there are a multitude of activities for the outdoor enthusiast. Beyond the realm of farming and animal husbandry, our acres offer opportunities for hiking, climbing, bird watching, and exploring the fascinating geology of the region. Our ranch serves as a canvas for the inspired imagination – a place where you can play a pivotal role in painting a masterpiece.

Carter House is an invitation to savor the quintessence of refinement, legacy, and adventure. Join us in the noble endeavor of preserving the past while forging the future. Become a part of our elite community, where the pursuit of excellence and the appreciation of nature converge in perfect harmony.

Lion Oaks Ranch:
Discover the illustrious Lion Oaks Ranch, an extraordinary 380-acre estate nestled along the eastern slopes of the Santa Cruz Mountains. This picturesque haven boasts an elevation ranging from 350 feet to a majestic 1,150 feet, a landscape that tells the story of its unparalleled terroir.

The richness of Lion Oaks Ranch lies in its diversity—diverse soils and myriad microclimates converge to form a mosaic of vineyard blocks at varying elevations. This meticulous planning is aimed at one singular goal: the creation of wines that epitomize complexity, embody unique grape flavor profiles, and exhibit an intensity and concentration that rival some of the most esteemed vineyards across the globe.

Situated a mere 13 miles away from the refreshing embrace of the cool Monterey Bay and the radiant warmth of the Santa Clara Valley, aptly nicknamed the "Valley of Hearts Delight" for its storied agricultural heritage, Lion Oaks Ranch enjoys the luxury of maximum diurnal temperature variation. This climatic dance, a hallmark of ultra-premium grape production, sets the stage for wines of exceptional character.

Currently, we have embarked on the cultivation of 20 pristine acres of vineyard, with visionary plans to expand to a total of 50 acres in the near future. Our primary focus revolves around Cabernet Sauvignon and other illustrious Bordeaux varietals, along with the exquisite Pinot Noir. What sets Lion Oaks Ranch apart is its unique positioning—a range of elevations that allows for the growth of grape varietals in such proximity, creating a tapestry of flavors that is nothing short of enchanting.

From its inception at 350 feet to its pinnacle at 1,150 feet, Lion Oaks Ranch unfolds like a symphony of terroir, a captivating composition of nature's finest. Here, the land itself is a masterpiece, and every vine, a brushstroke in a portrait of unparalleled winemaking potential. Join us on this extraordinary journey where history, geography, and artistry unite to craft wines of distinction and legacy. Lion Oaks Ranch—where the pursuit of excellence knows no bounds.

Beyond the Wine:
At Carter House, we've redefined the concept of homesteading for the executive, offering you a lifestyle that transcends the ordinary and celebrates the synergy of luxury and sustainability. While wine takes center stage, our estate beckons you to explore a world of activities that extend far beyond viticulture and winemaking.

Imagine dining under the stars at monthly feasts, each curated by acclaimed guest chefs who utilize the bounty of our estate. We take the concept of farm-to-table to a whole new level, sourcing ingredients from our own soil to create unforgettable culinary experiences. It's a gastronomic journey where every dish is a masterpiece of freshness and flavor.
For those with a penchant for the finer things, our truffle orchard promises a future of decadent delights. In just a few short years, our orchard will yield its precious truffles, inviting you to partake in the age-old tradition of truffle hunts. Expert chefs will transform these culinary treasures into exquisite dishes that are nothing short of a revelation.
But Carter House is more than just gourmet indulgence; it's a place where you can immerse yourself in the art of farming. Our members actively participate in every aspect of our sustainable farming practices. From tending to Wagyu/Angus cattle and raising heirloom pigs and chickens to nurturing the land, these activities contribute not only to the health of our vineyard but also to your own sense of fulfillment. Our animals play a dual role, enriching the soil and providing you with nutrient-rich eggs and delectable poultry.

In a nod to environmental stewardship, our property boasts beehives that hum with activity, producing our own estate honey. Beyond this sweet nectar, these bees play a vital role in pollinating the numerous wildflowers that grace our land, contributing to the vibrancy of our ecosystem.

Carter House invites you to embrace a lifestyle that harmonizes luxury and sustainability, where homesteading is elevated to an art form. It's a place where you can savor the best of both worlds – the finest wines and gourmet experiences, alongside a deep connection to the land. Explore the possibilities and become a part of this exclusive haven, where the pursuit of excellence and the celebration of nature converge. Carter House – where luxury meets sustainability, and the passionate embrace the beauty of a life well-lived
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Company Categories

LIST OF CATEGORIES
  • Real Estate / REIT / PropTech
  • Education / EdTech
  • Travel / Hospitality
  • Food Services / Food Tech
  • Other
  • Private Social Club
  • Farming (homestead for members: waygu
  • heirloom pork
  • etc)
  • Event Space: weddings/corp.
  • and wellness center (med/day spa)

Files

  • Pitch Deck
    PITCH DECK

    CHC_PD_Dec2023.pdf

  • DATA ROOM
    DATA ROOM

    CHC_GeneralOverview_Jan2024.pdf

  • DATA ROOM
    DATA ROOM

    CHC_ConsultingWinemaker_Jan2024.pdf

  • DATA ROOM
    DATA ROOM

    CHC_BayAreaMap_Map2022.png

  • DATA ROOM
    DATA ROOM

    Appraisal-5255-Hecker-Pass-Road-Gilroy.pdf

  • DATA ROOM
    DATA ROOM

    CHC_BPO_Mar2023.pdf

  • DATA ROOM
    DATA ROOM

    CHC_Valuation_Feb2023.pdf

  • DATA ROOM
    DATA ROOM

    LOR_2024_CapitalPlan_10YearPlan_Sep2023.xlsx

  • DATA ROOM
    DATA ROOM

    CHC_FIN_Dec2023.pdf

  • ONE PAGER
    ONE PAGER

    CHC_ES_Dec2023.pdf


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