Strategic focus
Five strategic lenses.
No automatic answers.
Focused strategic conversations for families, founders, and their advisors. Examine how entities, trusts, generations, and digital assets change the decisions—not just the portfolio.
02 / 100-year priorities
Built for the next 100 years, not the last 100.
For families with $25MM+ and the complexity that comes with it. Entities, trusts, generations, and digital assets call for control today, flexibility as circumstances change, and continuity for the generations ahead. Our five strategic lenses are how we evaluate decisions; these three 100-year priorities are what those decisions should serve.
01 / 100-YEAR PRIORITY
Legacy Planning
Preserve control, carry purpose forward, and prepare the next generation to inherit more than assets.
- Plan for four generations at once.Align governance, distributions, education, and decision rights for grandparents, parents, children, and grandchildren—not just the next transfer.
- Plan across a 100-year horizon.Evaluate long-duration trusts with qualified counsel where permitted, so family values and decision rights can travel with capital. The structure must fit the family and governing law.
- Make digital wealth inheritable.Review custody, access, recovery, and succession for wallets and on-chain assets with appropriate providers. A transfer plan is incomplete if successors cannot access the wealth.
02 / 100-YEAR PRIORITY
Tax Strategy
Connect tax decisions to the full balance sheet—without letting a projected benefit drive the investment.
- Build flexibility for changing tax law.Review options to adapt ownership and trust structures with counsel as law and family circumstances evolve. Not every trust can be changed; flexibility requires deliberate design.
- Bring digital-asset tax into the main picture.Coordinate applicable broker reporting, lot-level cost basis, and transaction timing with your CPA alongside business income, investments, and other capital decisions.
- Economics first. Tax benefit second.Evaluate the underlying economics before potential benefits from conservation easements, Opportunity Zones, energy incentives, or 1031 exchanges. A projected offset is not an investment thesis.
03 / 100-YEAR PRIORITY
Investment Optimization
Give each allocation a clear role, size risk deliberately, and evaluate the structure behind the asset.
- Evaluate assets moving onto digital rails.Examine tokenized real estate, private credit, funds, and other assets through legal ownership, transfer rights, liquidity, and custody. Tokenization does not automatically improve liquidity or remove intermediaries.
- Look beyond a default 60/40 mix.Consider digital assets, private markets, and businesses affected by AI within the wider balance sheet. Size exposure around objectives, suitability, liquidity, concentration, and downside—not novelty.
- Treat custody and counterparty risk like market risk.Review where assets are held, who controls access, and how liquidity and counterparty exposure affect the investment. Ongoing review cadence is agreed in the engagement scope.
Specific work, responsibilities, review cadence, and fees are agreed in writing. Tax, legal, trust administration, and custody remain with appropriately qualified, separately engaged professionals and providers. No structure or investment guarantees a particular tax result or return; digital-asset access failures can cause permanent loss.
03 / Engagement outputs
What you get.
Concrete outputs, not just a conversation. Your written engagement selects the work, responsibilities, review cadence, and fees. Depending on that scope, outputs can include:
Household balance sheet
An organized view of in-scope accounts, entities, trusts, assets, liabilities, and liquidity, based on information you authorize us to review.
Governance and succession map
A working map of ownership, decision rights, family roles, and succession questions to review with your estate and legal professionals.
Digital-asset access plan
A documented outline of custody arrangements, access responsibilities, recovery, and succession to develop with your custody and legal providers—without collecting private keys here.
Annual tax-coordination review
If included in scope, an annual review agenda and action list connecting upcoming transactions, tax questions, and records with your CPA and other specialists.
Not a fixed package or automatic promise of all four outputs. Legal instruments, tax advice and filing, trust administration, and custody remain with appropriately qualified professionals and providers. A balance sheet is not an automatic account-aggregation service; an access plan does not make Ten Seven Capital your custodian.
Design beyond one generation.
Legacy Extension
Think through how ownership, decision rights, liquidity, and continuity could support the people and purposes capital is meant to outlast.
Questions we examine
First, understand what can break.
Protection
Examine concentrations, liabilities, counterparty exposure, access, and liquidity before a strategy is judged by its expected upside.
Questions we examine
Economics before incentives.
Tax Strategy
Examine whether a potential tax mechanism fits a sound underlying decision. Eligibility, documentation, timing, and any benefit require independent qualified review.
Questions we examine
Investigate the structure, not the story.
Alternative Investments
Consider the role and risks of private markets, real assets, and other alternatives with attention to manager quality, fees, illiquidity, and plausible downside.
Questions we examine
Innovation deserves a control framework.
Digital Assets
Explore Bitcoin and digital assets with attention to exposure, security, reporting, and succession. Review independent custody options for security and access; Ten Seven Capital is not the custodian.
Questions we examine
Bring a specific question