Leadership
Ten Seven Capital brings clear leadership to complex family-office decisions—without building bureaucracy around the family it serves.
Ten7 leadership
Human judgment leads the relationship. Proprietary intelligence strengthens the research and decision process behind it.
Founder & Managing Principal
Timothy founded Ten Seven Capital around an integrated view of modern wealth. His public work spans wealth management, financial planning, family financial matters, retirement, and digital assets. He leads the firm’s family-office architecture and is the author of The Family Office Revolution.
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Managing Director, Strategic Affairs
Jyoti is a strategic operator with 35 years across financial services, fintech, and entrepreneurial ventures. Her career includes leadership roles with CircleBlack, Envestnet Retirement Solutions, MassMutual, and The Hartford, as well as founding her own financial-planning firm.
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Managing Director, Global Operations & Due Diligence
Vency brings a financial-services background shaped by new business and operations. Her public profile reflects experience in operations and risk management, including recognition for operational audit performance and customer satisfaction.
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Director, Compliance & Regulatory Affairs
Tyler’s public background includes international relations, research, communications, sales, marketing, analytics, and technology-adjacent businesses. His earlier work with Ten7 included research and communications support, content planning, and social-media strategy.
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A / 10.7
Proprietary intelligence
Athena 10.7 is Ten Seven Capital’s proprietary intelligence layer. It helps our team turn complex information into a clearer decision picture—bringing research, due diligence, risk review, and consistent comparisons into one disciplined process.
Brings relevant information, ideas, and assumptions into one clear view.
Helps the team ask better questions before a decision is made.
Highlights concentration, liquidity, counterparty, custody, and operational concerns.
Uses consistent criteria to compare opportunities side by side.
Athena supports the Ten Seven Capital team; it does not independently provide investment, tax, legal, compliance, or custody advice. Ten Seven Capital principals remain accountable for interpretation, recommendations, and client communication.
How we work
Ten Seven Capital is intentionally principal-led. The objective is not to place every discipline under one roof; it is to keep every important decision connected to the same family-office architecture.
A Ten Seven Capital principal remains accountable for the relationship, the architecture, and the continuity between decisions.
When a matter calls for tax, legal, insurance, investment, custody, or technical expertise, Ten Seven Capital helps organize the context around the family’s existing or separately engaged qualified professionals.
Recommendations return to one coordinated view so structure, risk, liquidity, investment, and legacy decisions are considered together rather than in isolation.
Outside professionals remain responsible for services delivered under their own engagements. Ten Seven Capital coordinates context and decision flow; this page does not imply that every professional discipline is performed internally.
Relationships & back office
Ten Seven Capital brings client relationships, specialist providers, and day-to-day follow-through into a clearer operating rhythm. The objective is to help the family stay organized—not imply every service sits inside one firm.
Independent professional network
Ten Seven Capital helps connect planning decisions with clients’ existing or separately engaged tax and legal professionals and may help identify qualified specialists when additional expertise is required.
Strategy aligned across separate professional engagements
Financial infrastructure
We help organize banking relationships, independent custody, credit, liquidity, and account architecture around the family’s operating needs and decision framework.
Independent providers remain responsible for their services
Back-office support
We coordinate document flow, diligence workstreams, account-opening and servicing workflows, capital activity, reporting inputs, provider communication, and follow-through across the family’s investment ecosystem.
Coordination and oversight · Not custody or transaction execution
Generational continuity
Ten Seven Capital helps families connect ownership transition, estate liquidity, beneficiary alignment, liability exposure, continuity planning, and insurance strategy within one coordinated architecture.
Implementation through separately engaged qualified legal, tax, and insurance professionals
Outside professionals, banks, custodians, carriers, administrators, and investment providers remain independent of Ten Seven Capital and are responsible for services delivered under their own agreements. Ten Seven Capital does not take custody of client assets.
Begin with context
