OUR Services

We offer bespoke financial services tailored to the unique needs of high-net-worth clients, whether you’re pursuing long-term financial freedom, investing for a specific life stage, or planning for future generations.

SO, WHAT DO WE ACTUALLY DO?

Where Traditional Wealth Management Ends, and the Modern Family Office Begins

Wealth today exists in a world unlike any generation before us: markets moving at the speed of algorithms, monetary systems under pressure, geopolitical instability, and the rise of digital, decentralized assets transforming how value is held.

The families who thrive in this era will be the ones who plan differently. They will demand clarity, sovereignty, and a family office partner who understands both the traditional world and the new financial architecture emerging around us.

At Ten Seven Capital, our services are architected for this shift.

We don’t simply “manage money.” We help you build a resilient, strategically aligned financial ecosystem capable of supporting your life, your legacy, and the generations coming after you.

Our Suite

  1. Strategic Investment Management
    A portfolio built for the world you live in — and the one that’s coming. Your investments must do more than grow — they must endure. We integrate disciplined, evidence-based portfolio design with a forward-leaning understanding of today’s new asset classes and macroeconomic realities. Our fees – 2% of AUM for non-wrap program clients and 2.5% for wrap program clients – are industry leaders. Our investment philosophy includes:
    – Traditional Markets with Institutional Rigor: customized equity, fixed income, and diversified strategies built for long-term stability.
    – Alternatives & Private Markets: access to private equity, venture capital, structured products, and real-estate opportunities that expand beyond public markets.
    – Digital Assets with Guardrails: thoughtful, risk-managed exposure to blockchain-based assets — aligned with your risk tolerance, time horizon, and tax strategy.
    – Dynamic Risk Management: data-driven monitoring, opportunistic rebalancing, and proactive macro guidance to keep your wealth future-ready.
  2. Wealth, Tax & Estate Strategy
    Your wealth should create freedom, not complexity. The modern family’s financial life is interconnected: cash flow, entity structure, taxes, estate documents, business interests, trusts, investments, real estate, and —increasingly — digital and global assets. Our role is to bring all of these elements into one cohesive, well-designed strategy. We deliver:
    – Tax Strategy & Optimization: integrated planning across investment, income, capital gains, and estate considerations — leveraging tax-efficient wrappers, entity structuring, and timing strategies.
    – Estate & Legacy Architecture Coordination: done with tax attorneys to design trusts, wills, governance structures, and multi-generational mechanisms that protect capital and minimize future friction.
    – Cash Flow & Distribution Planning: ensuring all inflows and outflows support your lifestyle today and preserve your
    optionality for the future.
    – Business Liquidity & Exit Planning: support for founders, executives, and owners navigating transitions, sales, buyouts, or generational transfers. This is where families often lose the most value — not through investments, but through inefficiency. We close that gap decisively.
  3. Family Office Administration & Financial Infrastructure
    We build the system. You live your life. Most families do not need more complexity; they need coordination. We serve as the operational backbone of your wealth, ensuring that every advisor, entity, account, asset, and report flows through one integrated process. Our administrative services include:
    – Consolidated, Multi-Asset Reporting: unified view across brokerage accounts, private investments, real estate, cryptocurrency, and entities.
    – Cash, Liquidity & Capital Call Management: ensuring you always have the right cash in the right place at the right time.
    – Advisor Coordination: collaboration with your CPAs, attorneys, insurance specialists, business partners, and lenders — so you’re no longer the project manager.
    – Scenario Modeling & “What-If” Planning: stress tests, longevity planning, tax projections, and market simulations to prepare you for any environment. Families thrive when the infrastructure is strong. We make sure yours is built for stability and scale.
  4. Digital Asset Integration & Blockchain Strategy
    The future of wealth is programmable — and families need guidance. A core principle from the Family Office Revolution is this: digital assets are no longer optional. They are part of the global financial system. But integration must be disciplined, tax-aware, and strategically managed — not speculative. We help families understand and engage with:
    – Bitcoin and store-of-value assets
    – Yield-generating strategies (in a compliance-approved framework)
    – Tokenized real-world assets
    – Custody solutions and security best practices
    – Portfolio positioning and risk discipline
    – The evolution of decentralized finance (DeFi) and real-world utility

    We build a responsible, institutional-grade digital asset framework that
    complements your broader wealth strategy — not competes with it.

  5. Risk Management & Asset Protection
    True wealth is protected wealth. We pressure-test your entire financial ecosystem to ensure you’re protected from:
    – Market volatility
    – Lawsuits and liability
    – Concentration risk
    – Inefficient entity structures
    – Insurance gaps
    – Business and operational risk
    – Currency debasement and inflation
    We build redundancy, safeguards, and protective layering — so no single event can jeopardize your family’s future.

    6. Family Governance & Next-Generation Stewardship
    Wealth lasts when families evolve with it. Most wealth management firms stop at investments. We go deeper — into the human side of wealth. We support families with:
    – Family visioning and mission statements
    – Generational transfer frameworks
    – Facilitation of family meetings
    – Governance structures (board, committees, decision paths)
    – Education for young adults and heirs
    – Values-based financial training
    Wealth doesn’t fail because of markets. It fails because families are unprepared for the responsibility of it. We change that.

    7. Lifestyle Advisory Concierge Coordination (optional to include)
    Because your time is your most valuable asset. We assist with:
    – Major purchase strategy (property, vehicles, collectibles)
    – Relocation planning
    – Philanthropic structure and mission alignment
    – Luxury travel referrals and coordination
    – Partnership introductions to vetted professionals
    This is where the family office moves beyond the balance sheet — into everyday life.

The Ten Seven Promise

Strategic. Sovereign. Personalized. Future-Ready.

Your family deserves more than a portfolio. You deserve a strategic partner who understands the full scope of modern wealth — from markets and tax law to digital assets, family systems, and legacy.

This is not old-school wealth management. This is the modern family office, built for a new era of wealth.

Wealth that grows as the world grows™.

explore how we can work with your unique financial circumstances

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