TEN7™Ten Seven Capital™

Trusted introductions

A thoughtful introduction.
A focused conversation.

CONNECT / REFERRALS

For CPAs, attorneys, wealth advisors, family-office professionals, and trusted contacts introducing a family with $25MM+ in household net worth and a specific strategic question. This audience focus is not an account minimum.

Start with the referrer

Keep the introduction private.

Tell us who you are and the area worth exploring: legacy extension, protection, tax strategy and offsets, alternative investments, or digital assets. Share only your own contact details and anonymized context.

01 / We review the strategic context and reply to you by email.

02 / If there is a possible fit, we discuss how to make a permission-based introduction.

03 / Any advisory relationship, service scope, or implementation requires separate written terms and appropriate review.

Do not submit the family's name, contact details, documents, account numbers, or identifying information. This is not a compensated-referral or solicitation agreement.

Inquiring for yourself?

Referral introduction · Your details

Approximate ranges, not financial statements. Phone is optional. No documents or account transfer are requested.

Follow-up starts by email. Providing a phone number does not authorize text messages or subscribe you to marketing.

Net worth includes business and property interests, less liabilities. Investable assets are separate. These self-reported ranges are for initial context—not an account minimum, eligibility certification, or suitability determination. If unknown or private, choose the corresponding option.

Do not enter the prospective client's name, email, phone, account details, or other identifying information here. Start with your own details and anonymized context only.

See how we handle submissions in our Privacy notice.